Tammy Ashton is a Series 66 licensed advisor with Benjamin F. Edwards & Company, Inc. in Peoria, Illinois, where she has worked since 2009. She has 20 years of industry experience. Outside her advisory role, she serves as Attorney-in-Fact for her parents in Portage, Indiana. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse 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 actively and passively managed strategies monitored by an Investment Strategy Committee.

Franklin Mooney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held leadership roles in several related entities, including Insurance Services, Incorporated, where he serves as President and CEO, focusing on fixed insurance products and consulting for estate and business planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple third-party platforms and tools.

Mark Rahn is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. Before joining Benjamin F. Edwards in 2022, he worked at Microsoft from 2014 to 2021. Outside of his advisory work, Rahn operates Fishthemark.org, a fishing-focused YouTube channel that produces videos and participates in fishing tournaments. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm employs a mix of discretionary and non-discretionary strategies managed internally and by third parties, supported by in-house trading and custody services.

Ronald Rotondo Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Best Buy, Insurance Services Incorporated, and Ameritas Investment Corp. Outside of finance, he is a professional musician involved with Ron Rotondo Music. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Chad Steinbach is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of investment strategies and financial services through discretionary and non-discretionary wrap programs, supported by a large team of advisors and extensive asset management capabilities.

Todd Osing is a CFP®-credentialed financial advisor with Edward Jones in Peoria, IL, and has 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices.

Louisa Blanchard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked extensively within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients who meet a net-worth threshold.

John Mabee is a financial advisor at Robert Baird & Co. with 51 years of industry experience. He has been with Robert Baird & Co. since 1994. Mabee holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Bryce Unruh is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as co-trustee for family trusts and is involved in homeowners association coordination and a family-owned LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with various financial product offerings.

Whitney Goldstein is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Hannah Schertz is a financial advisor with Equitable Advisors in Peoria, IL, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various positions across multiple industries, including roles at Rivian Automotive, BM Trade Company Inc., and Ups. Outside of her advisory work, she is involved with Clean Crew LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment models and solutions.

Eric Kolowski is a financial advisor at Edward Jones in Peoria Heights, IL, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at the East Peoria Police Department. He serves as Vice President of Peoria First Networking, a local organization focused on business referrals and attendance tracking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

Nathan Kunkle is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he has ownership interests in several investment-related businesses, including OHANA HONU LLC and Cornerstone Strategic Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Lindsey Clauson is a financial advisor with Robert W. Baird & Co. in Trivoli, IL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Legacy Investment Services from 2013 to 2017. Outside of her advisory role, she is a passive investor in Skill Shot LLC. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex options, alongside municipal advisory and public finance capabilities.

Lucas Schmidt is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has one year of experience in the financial services industry, previously working in various roles outside of finance, including retail and education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved software and delivers written recommendations without discretionary authority.

Jeffrey Bailey is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Lagniappe Constructors and Amazon, and he has an academic background from the University of Missouri. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Cole Cox is a financial advisor at Wells Fargo Advisors in Peoria, IL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley and Mt Hawley. Outside of finance, he is a 50% owner of an events company based in Okatie, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria.

Mary Chambers is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to her current role starting in 2019, she worked at Cetera Investment Services LLC and spent over a decade at Heartland Health Care Center. Outside of finance, she owns and instructs at a Jazzercise fitness franchise and serves as a lay leader at Emmas Lutheran Church, where she leads worship services quarterly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 advisors nationwide and manages approximately $1.01 trillion in assets.

Brandon Shaw is a CFP® with 14 years of industry experience, currently serving at Mass Mutual Investors Services since 2011. He holds additional roles as a consultant providing valuation and business planning services and is owner of Herzog Kistner Shaw Financial Partners LLC, offering insurance, advisory, and financial services. Outside of traditional advisory work, Shaw is involved in an entrepreneurial venture owning EV RIDES LLC, which leases vehicles to his consulting firm. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements utilizing firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Jay Goldstein is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He has been with Robert Baird & Co. since 1994 and also has a longstanding association with Kemper Securities Inc. He serves on the board of the Crab Orchard Estates Homeowners Association. Robert Baird & Co.’s DDK Group advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that range from traditional allocations to more complex investment strategies.