Joseph Miebach is a CFP® professional with nine years at Bluestem Financial Advisors, LLC and two years of industry experience. Before joining Bluestem, he worked at Common Ground Publishing for one year. Bluestem Financial Advisors is a fee-only firm offering comprehensive financial planning and discretionary portfolio management to individuals and families, focusing on young professionals, pre-retirees, and university professionals. The firm emphasizes strategic asset allocation with low-cost, passive index funds and ETFs, providing integrated planning services under written retainer agreements.

Raymond Heinrich is a financial advisor with Cozad Asset Management Inc in Champaign, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Cozad Asset Management since 1989 and at M HOLDINGS SECURITIES, Inc. since 2009. Outside of investment advising, he operates as an independent insurance agent offering insurance products. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification and a disciplined buy/sell process, managing the vast majority of assets on a discretionary basis, and integrates tax and trust capabilities through its subsidiary and ownership interests.

Aaron Wheeler is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at CreativeOne Securities since 2024 and has been affiliated with Country Insurance & Financial Services since 2002. He is also involved with Prairieland Insurance Group as a financial planner. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through 127 advisors. The firm provides financial planning, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and third-party manager programs.

Mark Montes De Oca is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including JP Morgan Chase Bank, JP Morgan Securities, and TD Ameritrade. He is also affiliated with Fisher National Bank as a financial advisor. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm employs a combination of discretionary model portfolios and third-party management, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Paul Lewis is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2018. His prior roles include positions at Triad Advisors, Inc., Research Financial Strategies, Reutemann Financial Solutions, Inc., and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved with Iron Bull Tax Pros, LLC, providing tax planning and return preparation services through outsourced CPA support. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Nathan Lewis is a CFP® professional with 13 years of experience in financial advising. He has worked at Belpointe Asset Management LLC since 2018 and previously held roles at Triad Advisors, Inc., Research Financial Strategies, Reutemann Financial Solutions, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved with Iron Bull Tax Pros, LLC, providing tax planning and return preparation services through outsourced CPAs. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning, employing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Randall Lane is a financial advisor at IPI Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Investment Planners, Inc. since 2006. In addition to his advisory role, Lane teaches courses at Eastern Illinois University’s Lumpkin College of Business and Technology. IPI Wealth Management serves a diverse range of retail and institutional clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and employs an outsourced-agent operational model to support trade execution and performance reporting.

Benjamin Franklin is a CFP® with 42 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2018. He previously worked at Franklin Wealth Advisors, Inc. and First Allied Advisory Services, Inc. among other firms. Franklin is also a treasurer and board member of a nonprofit organization focused on speaking, teaching, and bookkeeping, and he owns a tax preparation and accounting business where he is a Certified Public Accountant. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm’s investment process utilizes asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Timothy Franklin is a CFP® with 20 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2018. His prior experience includes roles at First Allied Advisory Services, Inc. and Franklin Wealth Advisors, Inc., where he continues as a Senior Wealth Advisor. He is also licensed to sell life and term insurance. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Monica Cook is a financial advisor with TIAA-CREF based in Champaign, Illinois, holding Series 66 and Series 63 designations and bringing 16 years of industry experience. Her career includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. She also operates Monica H Cook LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, offering both model-based and customized portfolio solutions.

Claude Wilson is a financial advisor with PNC Wealth Management in Champaign, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cetera Investment Services, JPMorgan Chase Bank, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party managed model strategies primarily involving mutual funds and ETFs.

Matthew Buller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards since 2018, following three years at Wells Fargo Clearing. Buller serves on the finance committee of RACES, a community-based rape crisis center in East-Central Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management through discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Phillip Lippi is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he owns and manages LLCs involved in real estate rental activities in Pekin, IL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Brandon Cory is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2017. Prior to that, he was employed at Bank of America and Merrill for brief periods. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-based investment approaches that incorporate diversification and modern portfolio theory.

Shanon Patterson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Patterson has received ongoing non-variable insurance commission trails related to medical supplement sales for a small group of clients. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Judy Myers is a financial advisor with Morgan Stanley in Champaign, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Morgan Stanley and its affiliates since 2009. Outside of her advisory role, she owns farmland which she rents to a farmer. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-sponsored financial plans.

Anthony Zahrn is a financial advisor with Morgan Stanley in Champaign, Illinois, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board for Sinfonia da Camera and works as an assistant golf coach at the High School of St. Thomas More. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and models.

Andrew Ehrlich is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ehrlich serves as a non-profit board member of the Knights of Columbus. 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 primarily uses model-driven investment approaches developed by internal and third-party strategists and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Courtney Oliveira is a financial advisor with Ameriprise in Savoy, IL, holding Series 65 and Series 63 designations and seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is involved with Preeminent Group LLC, where she performs trading, money movements, and account administration. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Manish Puri is a financial advisor at Edward Jones in Champaign, IL, holding a Series 66 designation with three years of industry experience. He previously worked at Puri Sons Inc for ten years, where he served as Secretary, and he is involved as President of A-Plus Investments, a family-owned real estate construction company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.