Jean Tinge is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Todd Groesch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with Cambridge since 2025 and maintains ongoing roles with Nicol Enterprises, Inc. and Kevin G. Nicol & Associates. Groesch serves as a board trustee for the Millstadt Fire Protection District. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

Brad Meador is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. His prior work includes roles at Bank of Springfield, Valic Financial Advisors, and Scottrade. He is the owner of an online retail business, BradsTreasureChest.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 Babcock is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including B. B. Graham & Company and Alton Capital Management Inc. Babcock is also the owner of Babcock & Associates Inc., an independent insurance agency. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

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, with 13 years of industry experience. He has worked at Cambridge Investment Research since 2013. Lowry is a co-founder of The WealthCare Group and owner of Lowry Financial Group, where he focuses on Medicare servicing and education. He also serves as a board member of the Glen Ed Soccer Association, a youth athletic organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm employs a variety of investment strategies and platforms, providing both discretionary and non-discretionary management tailored to client objectives.

Robert Stegemeier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, along with over 40 years at Central Bank. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dale Alcorn is a financial advisor with LPL Financial based in Wood River, IL, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior work includes extensive tenure at Cuna Mutual Group and CUNA Brokerage Services from 1992 to 2019, followed by roles at Midwest Members Credit Union and LPL Financial since 2019. Outside of advising, he operates a photography business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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.

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 with Morgan Stanley who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009, and previously at Citigroup Global Markets since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

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 14 years of industry experience. He has been with Edward Jones since 2011, based in Edwardsville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.