Daniel Morris is a Series 66–licensed financial advisor with 12 years of industry experience. He has been with CreativeOne Securities, LLC since 2017 and previously worked at Oak Grove Investment Services, Inc. In addition to his advisory role, Morris is involved in educational ventures focused on retirement, including teaching workshops through Retiring Smarter and the Retirement Peace Project. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering services through its proprietary advisory platform and a network of 127 advisors.

Todd Hamerlinck is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC since 2003. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Daniel Eichinger is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Kestra since 2017 and previously with Wfg Investments Inc from 2010 to 2017. Outside of his advisory role, he owns and manages rental properties in Springfield, Illinois. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, education, and manages assets across multiple platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Shane Adkins is a CFP® professional with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors LLC, 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 managed account solutions. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Nancy Parsons is a financial advisor with Benjamin F. Edwards & Company, Inc., holding the CFP® designation and Series 63 and 65 licenses. She has 38 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Parsons serves as a trustee for a family members trust in Mason, Illinois. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management strategies, using a combination of discretionary and non-discretionary models monitored by an Investment Strategy Committee.

Anna Sohm is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. She has been with Kestra Advisory and its affiliated firm Kestra Investment Services since 2016. Outside of her advisory work, Sohm is the head coach for a middle school running team and serves as President Elect of the Springfield Muni Opera board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving a broad range of investors including sovereign wealth funds.

David Coonrod is an advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. In addition to his advisory role, he is president of Coonrod & Associates, P.C., a tax and accounting firm, and serves as a trustee for Chatham Baptist Church. He is also a musician. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

David Brumme is a financial advisor at Benjamin F. Edwards & Company, Inc. based in Springfield, IL. He holds a Series 63 designation and has 40 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company 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 a range of fee-based wrap programs and investment strategies, combining custody and execution services with advisory and brokerage functions.

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 bringing 27 years of industry experience. He has worked at Benjamin F. Edwards & Co. since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of model strategies and portfolios that are periodically reviewed by an Investment Strategy Committee.

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®-credentialed financial advisor with 11 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management services managed through a combination of internal and third-party strategies.

Robert Pietroburgo is a CFP® with 42 years of experience in the financial industry and has been with Benjamin F. Edwards & Company, Inc. since 2011. He serves as a trustee for several investment-related trusts and is a passive investor in a minor league baseball team. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base with comprehensive wealth management services, including fee-based wrap programs, financial planning, and retirement plan consulting. The firm offers a range of strategies managed internally and by third parties, supported by a multi-disciplinary Investment Strategy Committee.

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.