Wade Mathis is a CFP® professional with two years of experience at BOS Asset Management, LLC. His prior work includes roles at Lincoln College, MacMurray College, and Heartland Dental. BOS Asset Management, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and a range of institutional clients. The firm offers customized IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investment solutions based on client risk tolerance and goals.

Caleb Steber is a financial advisor at BOS Asset Management, LLC with a Series 65 designation and one year of industry experience. He has previously worked at the Bank of Springfield and Lowe's. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients, including pension plans and state or municipal entities. The firm uses a combination of customized IPS-driven management and model-driven strategies, incorporating third-party research and subadvisors to tailor investment solutions based on client risk tolerance and goals.

Valerie Johnson is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Sikich Financial since 2013. She previously worked at Triad Advisors, Inc. and OSAIC. Outside of her advisory work, she is involved in the arts community, serving as a board director for the United Performing Arts Fund and having been president of the Skylight Music Theatre board. Sikich Financial is an SEC-registered multi-team advisory firm with approximately $1.18 billion in assets under management, serving individuals, retirement plans, trusts, estates, and businesses. The firm integrates financial planning and portfolio management using asset-allocation strategies supported by both in-house and third-party managers.

Burton Burrows is a financial advisor with BOS Asset Management, LLC, holding Series 66, Series 63, and Series 65 designations and bringing 35 years of industry experience. His prior experience includes over three decades at Nationwide Investment Services Corporation and roles at Prudential-related firms. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients. The firm combines individualized portfolio management with model-driven strategies and collaborates with subadvisors and third-party research providers to implement its investment approach.

Frank Coffey is a financial advisor at BOS Asset Management, LLC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at The Baker Group LP, LPL Financial, Bank of Springfield, and Equitable Advisors LLC. Before entering the financial sector, he held positions in government, including the Office of the Vice President of the United States and the Office of the House of Representatives. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm offers customized, IPS-driven portfolio management, model-driven strategies, and serves as sponsor and manager of a wrap-fee program, with a focus on individualized securities selection and rules-based fixed-income processes.

Morgan Padget is a CFP® with five years of industry experience, currently serving as a financial advisor at Berger Financial Group since 2024. Prior to joining Berger, Padget worked at Robert Gordon & Associates for five years and held positions at JPMorgan Chase Bank, JP Morgan Securities LLC, and Edward Jones. Berger Financial Group serves a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm employs proprietary, long-term investment strategies developed by its Investment Committee and offers a range of services such as wealth management, financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom.

Bradley Lakner is a financial advisor at Sunbelt Securities, Inc. in Springfield, IL, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has operated Lakner Wealth Management since 2012 and has been with Sunbelt Securities since 2010. Outside of his advisory work, he is involved in the sale of fixed annuities and life insurance through Western Catholic Union. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Sarah Scattergood is a Series 66-licensed financial advisor at Advisory Services Network with 12 years of industry experience. Her prior roles include positions at Lincoln Investment, Capital Analysts, and Williamsville State Bank. Advisory Services Network supports independent investment adviser representatives serving individuals, families, and institutions with a range of portfolio management and financial planning services. The firm offers diverse engagement models and employs various investment strategies to meet clients’ objectives and risk profiles.

Todd Ernst is a financial advisor with Berger Financial Group in Springfield, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Berger Financial Group since 2025 and previously was associated with Cetera from 2021 to 2025. In addition to his advisory role, Ernst manages Quorum Consulting, LLC, providing tax and accounting services, including representation of clients before the IRS. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning based on proprietary, long-term investment strategies, with many accounts managed on a discretionary basis and reviewed periodically.

Kevin Klickna is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, he operates as an independent insurance agent and provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles including equities, ETFs, fixed income, and alternatives.

Sarah Haubold is a financial advisor at Fifth Third Wealth Advisors LLC with Series 65 credentials and over 16 years of industry experience. She previously worked at U.S. Bank NA from 2006 to 2022 before joining Fifth Third Wealth Advisors. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Nicholas Gordon is a CFP® with 11 years of industry experience. He is currently with Berger Financial Group and previously worked for Robert Gordon & Associates, Inc. for nine years. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, utilizing proprietary long-term investment strategies.

Amy Perrin is a financial advisor with Fifth Third Wealth Advisors LLC in Springfield, IL. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2022, she worked at US Bank for eight years. Outside of her advisory role, she has an ownership interest in a family-owned working farm producing corn and soybeans. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a combination of in-house oversight and third-party managers within an integrated bank-affiliated structure.

Richard Stone is a CFP® professional with 28 years of experience in the financial industry. He joined Berger Financial Group in 2024 after spending 34 years with Robert Gordon and Associates. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm provides discretionary wealth management and comprehensive financial planning through proprietary, long-term investment strategies developed by an in-house Investment Committee.

Kurt Gwillim is a financial advisor at Fifth Third Wealth Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at U.S. Bank NA for 15 years. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Jason Beatty is a CFP® designated financial advisor with seven years of industry experience. He is currently with Gradient Securities, LLC and has prior experience at firms including Kestra Investment Services, Financial Engines Advisors, Lincoln Investment, and Morgan Stanley. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model with investment work that combines fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Daniel Morris is a Series 66–licensed financial advisor with 12 years of industry experience. He has been with CreativeOne Securities, LLC since 2017 and previously worked at Oak Grove Investment Services, Inc. In addition to his advisory role, Morris is involved in educational ventures focused on retirement, including teaching workshops through Retiring Smarter and the Retirement Peace Project. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering services through its proprietary advisory platform and a network of 127 advisors.

Todd Hamerlinck is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC since 2003. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Daniel Eichinger is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Kestra since 2017 and previously with Wfg Investments Inc from 2010 to 2017. Outside of his advisory role, he owns and manages rental properties in Springfield, Illinois. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, education, and manages assets across multiple platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Shane Adkins is a financial advisor with Private Advisor Group, LLC, holding the CFP® and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, utilizing a range of investment strategies and coordinating services through multiple custodians.