Shane Adkins is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of industry experience. He currently works at Private Advisor Group, LLC and has held prior positions at LPL Financial, Wells Fargo Clearing, Fintegra, LLC, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through a fiduciary-based advisory model that incorporates technology platforms and third-party managers.

Nancy Parsons is a CFP® professional with 38 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2017. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Parsons serves as a trustee for a family members trust in Mason, Illinois. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services such as financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party investment strategies.

David Brumme is a Series 63–licensed advisor with Benjamin F. Edwards & Company, Inc., based in Springfield, IL. He has 41 years of industry experience and has worked with Benjamin F. Edwards since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a variety of advisory and brokerage services, combining proprietary strategies and third-party model portfolios with discretionary and non-discretionary managed solutions.

Christopher Parks is a CFP® and PFS™ with 21 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and has held roles at Infinex Investments, Illinois National Bank, Sws Financial Services, Avantax Advisory Services, and Equitable Advisors. Parks serves as Vice President of the Chatham Police Pension Fund and provides financial guidance to St. Joseph's Church in Chatham, IL. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer model.

Anna Mc Cormick is a Series 66-licensed financial advisor with Money Concepts Capital Corp, based in Springfield, IL, with five years of industry experience. Prior to her advisory role, she has worked as an emergency physician at Blessing Hospital and with MidAmerica Emergency Physicians, roles she continues to hold. She also owns McCormick Medical Services, LLC, a medical services business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, supported by multiple third-party managers and platforms.

Bradley Books is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and 25 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2003. Outside of his advisory role, he serves as corporate secretary and treasurer for Ahh Yoga, Inc., a yoga and personal training business, is a minority partner in a family business, Capital Blue Print, and is president of the CJK Charitable Foundation, Ltd., where he helps organize an annual golf outing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions. The firm serves large institutional investors, including sovereign wealth funds, and supports recommended investments with due diligence on performance, fees, and manager tenure.

Christopher Karrick is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at INB and US Bank, spanning from 2016 to the present. Outside of finance, he works as a server at The Garden restaurant in New Berlin, Illinois. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, providing firm supervision while delegating investment management to its advisors.

Harlin Noel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing 24 years of industry experience. His work history includes roles at LPL Financial LLC, Level Four Advisory Services, Ameriprise, and Morgan Stanley. Private Advisor Group serves individuals, trusts, charities, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both discretionary management and client-assisted selection of managers and model portfolios.

Eric Loy is a financial advisor with Benjamin F. Edwards & Company, Inc. in Springfield, IL, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Benjamin F. Edwards in 2017. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services, utilizing proprietary and third-party investment strategies.

James Hamrick is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Edward Jones for 23 years before joining LPL Financial, where he has been since 2024. Hamrick provides investment advisory services through Private Advisor Group, an independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and a variety of managed account solutions including its proprietary WealthSuite platform and access to third-party managers. The firm uses a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms.

Lori Johnson is a Series 66 credentialed financial advisor at OSAIC Institutions, INC. with eight years of industry experience. She has worked at multiple firms including INB, Infinex Investments, Inc., Hilltop Securities Independent Network Inc., National General Management, and Stancorp Inc. Outside of her advisory work, Johnson serves as a member of the stewardship and finance committee at Trinity Lutheran Church, providing budgeting and accounting guidance on a volunteer basis. 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 and financial planning while maintaining a hybrid adviser/broker-dealer structure, supporting both discretionary and non-discretionary accounts with access to alternative investments and lending solutions.

Angela Cagwin is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds the Series 66 designation and has worked at several firms including Wells Fargo Advisors, Cambridge Investment Research Advisors, and Advanced Benefit Solutions prior to joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across equities, fixed income, and alternatives, alongside its unique broker-dealer capabilities.

Daniel Pietroburgo is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. in Springfield, IL. He has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, financial planning, retirement plan consulting, investment management consulting, and brokerage services, utilizing proprietary strategies and third-party model providers across discretionary and non-discretionary managed solutions.

Robert Pietroburgo is a CFP® with 42 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2011. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Pietroburgo is also a passive investor in a minor league baseball team. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and certain M&A advisory services.

Glody Inze is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Glody works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts portfolios as clients’ situations evolve. Glody holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Institute de Yolo Sud, an Associate's Degree from Parkland College, and a Bachelor's Degree from the University of Illinois Urbana Champaign. He is fluent in English and French.

Brian Kleinertz is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2010 and holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees with existing PNC Bank online banking credentials. The program uses algorithm-driven risk assessment and approved model strategies executed by investment delegates with annual rebalancing.

Nathaniel Boyle is a CFP® professional with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016, following prior roles at CWM, LLC and LPL Financial, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Connor Carnduff is a CFP® professional with nine years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having joined both firms in 2021. Prior to that, he worked at Wells Fargo Clearing from 2017 to 2021 and spent a year at Caterpillar. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with a range of investment strategies implemented through both in-house and third-party managers.

Sandra Sampias is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 28 years of industry experience. Prior to joining Kestra in 2024, she worked at Cetera and operated her own advisory business. She is president of SCS Financial Services, Inc., a registered representative entity affiliated with Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and supports clients with due diligence and access to multiple management platforms and third-party solutions.

Stacey Russell is a financial advisor with VOYA Financial Advisors, Inc. in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining VOYA in 2021, she worked for Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2014 to 2021. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services through a large network of advisors and a combination of in-house and third-party investment strategies.