Brad Meador is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of Springfield, Valic Financial Advisors, Scottrade, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he owns an online store called BradsTreasureChest.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various model portfolio and institutional platforms.

Gerald Wunderlich is a financial advisor with Stifel in Alton, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1988 and concurrently serves the City of Alton in a public capacity since 1983. Outside of his advisory role, he is the treasurer of the Laura Lofts Home Owners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Beiser Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Prior to joining Thrivent, he worked in various roles at companies including Iron Mountain and several laboratories. He serves as a board member for a parent-teacher organization, where he helps run meetings and guide the board’s activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Randall Dunn is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1984. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Cohan is the Resident Director of the Metro East office in Swansea, Illinois, with over 20 years of experience at Merrill Lynch Wealth Management. He joined the company in 2002 and has held various roles including more than a decade on the Merrill St. Louis Leadership Team and several years as a Financial Advisor on The Gray Group Wealth Management Team. His focus is on providing advice, planning, and investment guidance, primarily serving affluent families, senior executives, and small business owners. Michael holds Bachelor's degrees in both Finance and Management of Information Systems from Florida State University. His professional designations include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He supports his colleagues' individual practices and aims to foster an inclusive culture that promotes growth and positively impacts the local community. Outside of work, Michael enjoys spending time with his family and friends, playing golf, traveling, and contributing to community organizations such as the Madison County of Illinois Child Advocacy Center. He lives in Glen Carbon, Illinois, with his family.

Michael Babcock is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior roles include positions at B. B. Graham & Company and Alton Capital Management Inc., and he is also the owner of Babcock & Associates, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers discretionary and non-discretionary management with multiple platform options and proprietary model strategies.

Michael Seefeldt is a financial advisor with Edward Jones in Glen Carbon, IL, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves on the advisory board for a St. Louis bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Stephen Groves is a financial advisor with Charles Schwab in Edwardsville, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Charles Schwab in 2021, he spent ten years at Greenville University, where he currently serves as Outdoor Adventure Director. He is also a board member of Durley Camp and Retreat Center, participating in planning for the camp's future. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Todd Thrasher is a financial advisor with Morgan Stanley in Edwardsville, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at various Morgan Stanley divisions since 2011, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling in its financial planning process.

Thomas Cowell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at LPL Financial, Investment Centers of America, and Community Bank of Trenton/Hometown Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a nationwide network of financial advisors and extensive affiliated capabilities.

Jacob Lowry is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has been with Cambridge since 2013. Outside of his advisory role, he is a co-founder of The WealthCare Group and serves on the board of the Glen Ed Soccer Association, a youth athletic organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through various platforms and features proprietary model strategies under the Founders Gate Capital brand.

Robert Stegemeier is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016 and at Central Bank since 1986. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources to support its investment approach.

Dale Alcorn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Midwest Members Credit Union and Cuna Mutual Group. Outside of advising, he operates a photography business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patricia Edwards is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, she worked at Compass Rose Events for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of advisory strategies and affiliated investment products.

Andrew Grahn is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Ryan Heine is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, TD Ameritrade, and Cofco-International. Heine is based in Edwardsville, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by Schwab’s integrated operational structure.

Kyle Jackson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2009, with prior experience at Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools to model outcomes, while clients are responsible for implementing and updating their plans.

Nicole Nonn is a Series 66-licensed financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in a trust-related business activity based in Glen Carbon, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs firm-approved tools and methodologies, including Monte Carlo simulations, to support its financial planning process.

Emily Brophy is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2019. She has five years of industry experience and previously worked at Washington University for 14 years. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Heckelman is a Series 66-licensed financial advisor at Edward Jones with 15 years of industry experience, all with the firm since 2011. He is based in Edwardsville, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.