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.

Shane Adkins is a CFP® professional with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, Fintegra, LLC, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Anna Sohm is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. She has been with Kestra Advisory and its affiliated firm Kestra Investment Services since 2016. Outside of her advisory work, Sohm is the head coach for a middle school running team and serves as President Elect of the Springfield Muni Opera board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving a broad range of investors including sovereign wealth funds.

David Coonrod is an advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. In addition to his advisory role, he is president of Coonrod & Associates, P.C., a tax and accounting firm, and serves as a trustee for Chatham Baptist Church. He is also a musician. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

James Hamrick is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones for 23 years before joining LPL Financial, where he has been since 2024. Hamrick provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and a variety of managed account solutions including its proprietary WealthSuite platform and access to third-party managers. The firm uses a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms.

Daniel Pietroburgo is a CFP®-credentialed financial advisor with 11 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management services managed through a combination of internal and third-party strategies.

Robert Pietroburgo is a CFP® with 42 years of experience in the financial industry and has been with Benjamin F. Edwards & Company, Inc. since 2011. He serves as a trustee for several investment-related trusts and is a passive investor in a minor league baseball team. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base with comprehensive wealth management services, including fee-based wrap programs, financial planning, and retirement plan consulting. The firm offers a range of strategies managed internally and by third parties, supported by a multi-disciplinary Investment Strategy Committee.

Brian Kleinertz is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2010 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program uses algorithm-driven risk assessment and approved model strategies executed by investment delegates with annual rebalancing.

Connor Carnduff is a CFP® professional with nine years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having joined both firms in 2021. Prior to that, he worked at Wells Fargo Clearing from 2017 to 2021 and spent a year at Caterpillar. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with a range of investment strategies implemented through both in-house and third-party managers.

Sandra Sampias is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 28 years of industry experience. Prior to joining Kestra in 2024, she worked at Cetera and operated her own advisory business. She is president of SCS Financial Services, Inc., a registered representative entity affiliated with Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and supports clients with due diligence and access to multiple management platforms and third-party solutions.

Trevor Wallner is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2021. His prior roles include positions at KEB Wealth Advisors, Cambridge Investment Research Advisors, Benjamin F. Edwards & Company, Inc., and Securities America Advisors, Inc. In addition to his advisory work, Mr. Wallner is a managing partner of Bayside Properties, a commercial real estate ownership firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model and uses technology platforms alongside third-party managers to implement diverse investment strategies.

Zachary Bromley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm applies a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies through technology platforms and managed account solutions.

Denise Edwards is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. She has been with the firm since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

Stephen Vollmer is a financial advisor with Private Advisor Group, LLC. He holds a Series 66 designation and has prior experience at Ernst & Young LLP. His career includes positions at Broadway Graham Wealth Partners and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary approaches, and employing a range of investment strategies through proprietary and third-party platforms.

Jennifer Heyen is a financial advisor at Merrill with 22 years at the firm and 15 years of industry experience. She holds the Series 63 and Series 66 designations and is based in Springfield, IL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katie Van Dyke is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Daniel Schraeder is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he was with Axa Advisors and has a background that includes four years at the University of Illinois. He serves as Treasurer for the Hurstbourne Homeowners Association, managing the association's financial records and funds. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions for clients, including ERISA fiduciary services for qualified plans.

Jared Canterbury is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients develop personalized financial strategies by understanding their short- and long-term objectives. His approach emphasizes a comprehensive management of wealth, incorporating Merrill Lynch’s investment insights to address diverse financial needs including employee benefits planning, executive compensation, legacy planning, retirement income, tax minimization, and small business strategies. With experience in the financial services industry dating back to 2011, Jared holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Business Administration from the University of Southern Indiana. Jared works closely with individuals, families, and businesses to provide investment guidance tailored to their unique goals. Jared lives in Petersburg, Illinois, with his wife Whitney and their two children. He is active in his community, serving as President and Co-Founder of the Menard County Men’s Club and as a member of the Lake Petersburg Association Board of Directors. Additionally, he contributes as an assistant coach for the PORTA varsity baseball team and supports youth sports as a basketball and baseball coach. Outside of work, Jared enjoys baseball, basketball, boating, fishing, golf, football, and spending time outdoors with his family.

Sarah Goleman is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role she has held since joining Merrill in 2018 following several years in the banking sector. She collaborates closely with clients to understand their complete financial situations and future plans, offering tailored options for family wealth and legacy planning. Her approach integrates both traditional investment strategies and environmental, social, and governance (ESG) investing. Sarah holds a Master's degree from the University of Dundee and has earned multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her expertise spans college education planning, family wealth management, philanthropic and values-based investing, and services for endowments, foundations, and non-profits. In addition to her professional work, Sarah is actively involved in community service, volunteering with organizations focused on historic preservation, literacy, social services, and civic engagement in the Springfield, Illinois area. She participates in groups such as the 21st Century Program, Illinois Women in Leadership, King's Daughters, Lincoln Library Alliance, and United Way Vision Council. Outside of her advisory work and community involvement, Sarah enjoys antiquing, cooking, gardening, horseback riding, reading, sewing, and spending time with her family.