Elizabeth Conroy is a CFP®-certified financial advisor with Ameriprise in Maywood, MO, bringing 27 years of industry experience. She has been with Ameriprise and its predecessor firm since 2007. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Elise Nothold is a financial advisor at Raymond James Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several financial institutions, including Mercantile Bank and United Community Bank. She also serves as a director for the Richard A. Perritt Charitable Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Aiden Mcdonnell is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms, including LPL Financial and O'Connor Wealth Management. Outside of advising, he is a committee member and volunteer with the Breakfast Optimist Club in Quincy, Illinois. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary model strategies and access to third-party managers, with options for both discretionary and non-discretionary portfolio management.

Brian Dreier is a financial advisor with Cambridge Investment Research Advisors in Quincy, Illinois, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory work, he serves as Finance Council Chair at St. Francis Church and is involved in local religious and educational organizations, including as a board member for Quincy Catholic Schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various custody platforms and proprietary and third-party investment strategies tailored to client objectives.

Richard Marcolla is a Senior Resident Director and Wealth Management Advisor at Merrill's Quincy, Illinois office. With over 35 years of experience in financial services since 1991, he specializes in family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, portfolio management, tax minimization, and retirement income planning. Richard works closely with his clients to develop personalized financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from Southeast Missouri State University and a High School Diploma from St John Vianney High School. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Richard combines extensive industry experience with a client-first approach focused on understanding unique goals and values. Richard is actively involved in his community, supporting local nonprofit and civic organizations such as the Community Foundation of the Quincy Area, Quincy Notre Dame Foundation Fund Drive, Quincy YMCA, Rotary Club of Quincy, and Transitions of Western Illinois Foundation. Outside of work, he enjoys biking, ice hockey, running, traveling, and spending time with his family.

Nathan Orr is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his financial career, he has been involved with JIMMY JOHNS since 2014. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs.

William Paxton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory work, he serves as treasurer for the Sherwood Lakes Estates Association in Quincy, Illinois. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lori Bagley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Betsy Rush is a Series 66 licensed financial advisor with Edward Jones in Palmyra, MO, where she has worked since 2011, accumulating 14 years of industry experience. She is part of a large network of advisors at Edward Jones, a full-service wealth management firm serving more than four million individual and institutional clients. Edward Jones manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Bradley Beckmann is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Prior to his current role, he worked at Lindenwood University from 2011 to 2017. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Quenna Crawley is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at United Fire & Casualty Group and Mt Mercy University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients with Ameriprise-managed assets.

Benjamin Drebes is a financial advisor with Edward Jones in Quincy, IL, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including five years at North Adams State Bank and over a decade of involvement in cattle and grain farming through his own business. He is also an active member of the Coatsburg Lions Club in Paloma, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Clay Cuthbertson is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera Advisors LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets under management.

Eric Conover is a financial advisor with Stifel in Quincy, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology from its Investment Strategy Group, applying forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Lyndell Fross is a financial advisor with Merrill in Quincy, Illinois, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008 and with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Keating is a financial advisor with Ameriprise in Quincy, IL, holding a Series 63 designation and over 41 years of industry experience. He has been with Ameriprise and its predecessor firms since 1984. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations through a centralized consulting team.

Tyler Ormond is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Easterling Private Wealth Partners prior to his current role. He also spent a year at Liberty High School and four years at Quincy University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Oakley Jr. is a financial advisor with Stifel in Quincy, Illinois, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of several local nonprofit organizations, including the Society of Fine Arts, Gem City Kiwanis, and The Friends of Dr. Richard Eells House, and is involved with St. Peter Church and Quincy University's Class of 1984 Reunion Committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Charles Hageman is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and ON Investment Management CO. Outside of his advisory role, he is occasionally involved with his team’s Medicare supplement insurance sales as an override without active selling responsibilities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Caylin Haxel is a Financial Advisor at Merrill Lynch Wealth Management based in Quincy, Illinois. In her role, she works as a Team Financial Advisor focused on building strong relationships and delivering personalized financial strategies to individuals and families. With over six years of experience, Caylin supports clients in pursuing their financial goals and planning for the future. She holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Caylin earned her bachelor's degree from Illinois State University. A native of Quincy, she lives locally with her husband and two daughters. She actively volunteers for her local church and the Quincy Children's Museum, where she serves on the board.