Sean Craig is a financial advisor at IPI Wealth Management, Inc. with 30 years of industry experience. He has been with the firm and its predecessor, Investment Planners, Inc., since 2016. Craig serves as president of the Youth Opportunities Foundation board, a voluntary position unrelated to investing. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets through a team of 66 advisors and utilizes an open-architecture model with proprietary risk-based portfolios and active manager oversight.

Richard Kirk is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at firms including Peace of Mind Wealth Management, Virtue Capital Management, LLC, and Horter Investment Management. Outside of advising, he is also an insurance broker at Lifeguard Retirement Planning, where he sells annuity, life, long-term care, and senior health insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Brett Heiniger is a financial advisor with BFC Planning, Inc., holding a Series 66 designation and five years of industry experience. Prior to his advisory career, he worked at Caterpillar, Inc. for 21 years. He is also involved in selling fixed insurance products. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.

William Gohs is a financial advisor at Inspire Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Ausdal Financial Partners, Inc. and Berthel, Fisher & Company Financial Services, Inc. Outside of his advisory role, he is a co-owner of a rental property in Eureka, Illinois. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing into its advice and employs a variety of analytical methods to create portfolios, frequently using sub-advisors and proprietary ETFs.

Tim Hohulin is a ChFC® with 44 years of experience in the financial services industry. He has worked at Berthel, Fisher & Company Financial Services, Inc. since 1998 and at BFC Planning, Inc. since 2016. Outside of his advisory roles, he has been involved in managing rental properties. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through various platforms and tailored investment strategies.

John Cagle is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and has five years of industry experience. He has worked at The O.N. Equity Sales Company since 2021 and Ohio National Financial Services since 2020. Outside of his advisory role, he is an independent agent licensed to sell health and life insurance products. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary arrangements, often combining broker-dealer activity with advisory services.

Emily Martin is a financial advisor with Interactive Financial Advisors in Bloomington, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She is the owner of Purple Martin Financial, a business focused on the sale of fixed life, annuity, and health products, and serves as a minority owner of the Bloomington Normal Birthing Center. Additionally, she volunteers as a troop leader for the Girl Scouts of Central Illinois. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund portfolios, and it operates a multi-advisor network with extensive branch offices.

Ryan Knapp is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Advisors' Pride, Inc. and LPL Financial, llc. Knapp provides administrative services through Advisors' Pride, Inc., an independent investment advisor firm. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.

Tofig Mammadov is a CFP® and holds a Series 66 license with six years of industry experience. He has been with BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. since 2019 and previously worked at Prairie Capital Management and Catalyst Construction Inc. Outside of his advisory role, Mammadov provides business consultancy services in marketing, web design, and app development, and serves as treasurer for the Apostolic Christian Church Outreach Fund as well as a board member for Prairie Christian School. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various sub-advisory programs, employing a range of strategies primarily involving stocks, bonds, mutual funds, and ETFs.

Kyle Sheets is a financial advisor with Osaic Institutions, Inc. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Wayne Hummer Investments LLC and Morton Community Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Ashlee Wochholz is a financial advisor at Osaic Institutions, Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at INB, Edward Jones, Wells Fargo Clearing, and COUNTRY Financial. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Cregg Miyat is a CFP® professional with 29 years of industry experience, currently with Private Advisor Group, LLC. He has held prior roles at Cetera, Ergawealth Advisors, Citigroup Global Markets, and others. Outside of his advisory work, Mr. Miyat is a member of the Sound of Illinois Barbershop Chorus, where he sings and performs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and utilizes various investment strategies, often implementing advice through third-party managers and technology platforms.

Jordan Greenlee is a financial advisor with PNC Wealth Management in Bloomington, IL, holding a Series 66 credential and nine years of industry experience. His prior experience includes roles at Equitable Advisors, Axa Advisors, West Point, and Eastern Illinois University. He serves as Treasurer for First Gig Rock Camp of Kids, a nonprofit music performance group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot for PNC employees that uses algorithmic risk assessment and implements investments via approved strategies and mutual funds or ETFs.

Thomas O’Connell is a financial advisor at Bankers Life Advisory Services, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63, 65, and 66 licenses. O’Connell has a long tenure with Bankers Life and its affiliated entities dating back to 2011. Outside of his advisory role, he serves as a FINRA arbitrator, participating in arbitration proceedings between securities firms and clients. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Kevin Thomas is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Bryan Crabtree is a CFP® professional with 25 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been operating Crabtree Financial Group, LLC since 2009. Outside of his advisory work, he is involved in several private business ventures, including ownership and management roles in multiple real estate entities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary model portfolios, personalized investment options, and a platform that supports advisors with operations, trading, compliance, and practice management.

Payton Bledsoe is a financial advisor with Principal Financial Services in Bloomington, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, he worked at Rivian, LLC and Walmart, and has experience in education at Normal Community West High School and Parkside Junior High School. He serves as Vice President of the Bloomington chapter of Business Network International, a referral-based professional organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dennis Kagel is a financial advisor at AE Wealth Management, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining AE Wealth Management in 2023, he worked at Horter Investment Management, LLC and has operated Dennis Kagel Financial Services since 1976, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed by AE Wealth Management, third-party strategists, and advisor-managed models under discretionary authority.

Nathan Schumacher is a financial advisor with PNC Wealth Management in Decatur, Illinois. He holds a Series 66 designation and has seven years of industry experience, including previous roles at Bank of America, Merrill, and McLean County Court Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available as an invitation-only employee pilot. The firm uses algorithmic questionnaires to recommend risk bands and invests via approved model strategies managed by PNC or third-party strategists.

Ben Funk is a Series 66-licensed financial advisor with LPL Financial in Bloomington, IL, and has 11 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Heartland Bank from 2014 to 2018. Outside of his advisory role, he owns Funky Brew, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with account management implemented by investment adviser representatives using various strategies.