Elyse Griminger is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she worked in real estate at KW Elevate Luxury and held positions in local government and small business. She has also been involved in gymnastics coaching and retail. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance across asset allocation, retirement, insurance, and estate planning.

Stephen Raupp is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Merrill from 1998 to 2007 and has been with LPL Financial since 2010 as well as serving at Bank of Springfield since 2007. Outside of advisory services, he is involved in offering term and whole life insurance products through a bank insurance agency. 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 third-party asset managers, with advice implemented through various model portfolios and customized strategies.

Joshua Edmonds is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Woodbury Financial Services, OSAIC, and Pearl Insurance Group LLC. Edmonds is also the owner of Legacy Private Wealth Advisors, where he provides investment advisory and insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies and multiple custody arrangements.

Mitch Wallner is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, for over a decade. Outside of his advisory work, he is involved as a partner and member in several business ventures, including real estate investment, storage unit management, and a restaurant/entertainment enterprise. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through firm-led programs and third-party managers, focusing on personalized client assessment and diversified investment solutions.

Eric Ullian is a financial advisor at Equitable Advisors in Springfield, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Amazon and Dober, as well as work in education at St. Ambrose University and Lincoln-Way West High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs, focusing on personalized client assessment and fiduciary services.

Jonathan Gibson is a financial advisor with Merrill in Springfield, IL, holding Series 63 and Series 66 credentials and totaling 13 years of industry experience. He previously worked at Marine Bank & Trust, part of United Community Bank, from 2013 to 2020 before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Travis is a financial advisor at LPL Financial in Springfield, IL, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with several firms including Mass Mutual Investors Services, Metlife Securities, J.P. Morgan Securities, Chase Investment Services, and Equitable Advisors. Outside his advisory role, he is involved with Employee Benefit Solutions, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advanced research and operational tools.

Mary Cavanagh is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as a general board member of the Lake Shore Improvement Association in Springfield, helping to organize social events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Travis Magoulias is a ChFC®-designated financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at United Parcel Service from 2013 to 2018. Outside of his advisory work, he owns and manages a DJ service in Springfield, IL. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm has a large national advisor network and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Brett Hage is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He is a partner at Humke & Hage P.C., providing tax and accounting services to individuals and small businesses. Hage has worked at Cetera and related affiliated firms since 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Joseph Stannard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial markets. He began his financial services career in 1981 and has navigated a wide range of market events and economic scenarios, including periods of high inflation and major market fluctuations. His expertise encompasses equity strategies and portfolio management tailored to different economic conditions. Joseph focuses on building comprehensive wealth management strategies that address individual client needs. His client focus areas include college education planning, family wealth management, LGBT wealth planning, personal retirement planning, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has educational credentials from Griffin High School, Springfield College, the University of Illinois System, and Saint Louis University. Committed to community involvement, Joseph participates in organizations such as the Fun Shop Foundation and Knights of Columbus Council 364, and volunteers with St. John's Hospital Neo-Natal Intensive Unit. His personal interests include adventure sports, camping, cooking, reading, scuba diving, tennis, traveling, and spending time with his family.

Jaclyn Deem is a Series 66-licensed financial advisor with Equitable Advisors, based in Taylorville, IL. She has 17 years of industry experience and has been with Equitable Advisors and its predecessor, Axa Advisors, for over 15 years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Duane Sieren is a Series 66-credentialed financial advisor with Edward Jones in Springfield, IL, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Monsanto for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Noonan is a financial advisor at Morgan Stanley with 42 years of industry experience. His prior work includes roles at Bank of America and Merrill, each for 15 years. Outside of finance, he is a limited partner in Dreaming in Colour LLC, a music publishing and writing business based in Springfield, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Kerri Austwick is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and bringing nine years of industry experience. She has been with Edward Jones continuously since 2008. Austwick owns the building where her Edward Jones office is located. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Elamparithi Rajaguru is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 11 years of experience. He holds several professional designations including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach involves coordinating investment, retirement, tax, estate, and risk management strategies into comprehensive plans tailored to each client's goals. Mr. Rajaguru specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, tax minimization, and individual and corporate investment strategies. He works closely with a diverse clientele including individuals, families, business owners, executives, and retirees to help them navigate financial decisions with confidence. He earned his Master's of Business Administration (MBA) from Southern Illinois University and a Bachelor's Degree from Anna University. Beyond his advisory role, he is actively involved in community organizations supporting business development, community engagement, and youth initiatives in Central Illinois. His personal interests include cooking, music, and spending time with his family.

Ryan Kaiser is a financial advisor with LPL Enterprise in Springfield, IL, holding CFP® and ChFC® designations and with 18 years of industry experience. He has previously worked with Prudential Insurance Company of America and Cornerstone Financial Services. Kaiser serves as an adjunct faculty member at the University of Illinois Springfield and is a board member of Senior Services of Central Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program through a network of investment adviser representatives.

Henry Enno is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Outside of his advisory role, he manages a small family farm as a trustee of the Dolores Enno Trust alongside his brother. Stifel serves a diverse range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

James Rowley is a Series 66 licensed financial advisor with Edward Jones in Rochester, Illinois, where he has worked since 2015. He has 10 years of industry experience and also has a longstanding role with the Rochester School District 3A. Outside of his advisory work, he owns and operates a deck staining business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and offices.

Jill Copeland serves as a Resident Director at Merrill, bringing over 30 years of experience in the financial services industry. She is committed to delivering knowledgeable, integrity-driven guidance and building long-standing relationships rooted in trust. Jill provides clients with access to the investment insights of Merrill and the banking convenience of Bank of America, focusing on personalized wealth management strategies that align with clients' long-term goals. Her expertise encompasses a broad spectrum of client focus areas including college education planning, family wealth management, liquidity management, philanthropic planning, and retirement income. Jill holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Illinois College and completed her high school education at Routt Catholic High School. Jill actively participates in community organizations including the Morgan County Fair in Jacksonville, IL, Our Saviour School in Jacksonville, IL, and Sojourn Shelter in Springfield, IL. She is associated with Sojourn Shelter and Services and is devoted to contributing to the communities served through her professional and volunteer efforts.