Mark Brownlee is a financial advisor at Charles Schwab with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Midwestern Securities Trading Company and Midwest Bank of Western Illinois. He owns MJB Holdings, LLC, where he serves as an independent branch leader. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and centralized custody and brokerage services.

Timothy Hines is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1993 and Bank of America since 2009. He has established an educational scholarship fund for business students at the University of Iowa. 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, pension plans, corporations, and charitable organizations.

H David Osnowitz is the Senior Resident Director and Wealth Management Advisor at Merrill, where he has been serving clients since opening the Bloomington, Illinois office in 1994. With nearly a decade of experience in the financial services industry prior to joining Merrill, he specializes in developing strategies for high-net-worth individuals and their families to meet their short and long-term financial goals. His areas of focus include investment management, education funding strategies, retirement planning services, and collaboration with clients' advisors on estate planning matters. David earned a Bachelor's Degree in Finance from The University of Iowa in 1985 and obtained the CERTIFIED FINANCIAL PLANNER® certification in 1988. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a qualified Portfolio Manager, David offers discretionary management of personalized or defined investment strategies that may include individual securities, model portfolios, and third-party investment options. In addition to his professional work, David participates in community activities as a board member for Easterseals - Central Illinois. His personal interests include adventure sports, baseball, golfing, music, and spending time with his family.

Timothy Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Motor Parts & Equipment Corporation for eleven years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Ryan O’Connell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Keegan & Company. Outside of advising, he is an owner of Linden Street Barn, LLC, a non-investment related business. 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 advisory and brokerage services including financial planning, model portfolios, and institutional platforms, employing diverse investment strategies and advanced operational tools.

Christopher Kaufman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Everence Trust Company and Concourse Financial Group Securities Inc. Kaufman is also a part owner and financial advisor at Grieder Financial Services, Inc., where he provides insurance and investment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a large nationwide network of independent advisors.

Kyle Moody is a financial advisor at Edward Jones in Bloomington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked in construction and public utilities, including six years at Opperman Construction Co. and one year at Illinois American Water Company. He is also a member of the Planning Commission for the City of Lexington, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services with a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Kyle Milovanovic is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for nine years at Breakthru Beverage of Illinois. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Osnowitz is a Senior Financial Advisor at Merrill Lynch Wealth Management. He develops personalized financial strategies and implements them to help clients pursue their financial goals. Mark works with local families and small businesses to simplify their financial picture and develop realistic financial plans, focusing on areas such as retirement planning, income generation, and legacy planning. He holds a Master's Degree from the University of Edinburgh and a Bachelor's Degree from Wabash College. Mark is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He emphasizes empowering clients to understand their financial situations and feel comfortable with their strategies. Outside of his professional role, Mark is involved with the Alzheimer's Association. His personal interests include hiking, painting, spending time with his family, watching movies, and practicing yoga.

Jeffrey Paul is a financial advisor with LPL Enterprise LLC holding a Series 66 designation. He has recently transitioned to the financial industry after an 18-year career with the Peru Police Department. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Nicole Miller is a CFP® professional with over 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Advisor Forward Marketing & Consulting. Outside of her advisory role, Miller serves as a board member for Five Points Washington and teaches yoga classes at The Collective Flow. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dale Banwart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 credentials and bringing 18 years of industry experience. He has been with Raymond James in various capacities since 2011 and previously worked with Sand Ridge. Outside of advising, Banwart is involved in agricultural businesses, including ownership and management roles in family farming operations and related agricultural entities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory and SIMPLE IRA employer consulting.

Zachary Quinn is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at COUNTRY Trust Bank, COUNTRY Capital Management Company, and COUNTRY insurance affiliates, among other firms. 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 financial planning and access to model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Courtney Nussbaum is a financial advisor at Edward Jones in Morton, IL, holding ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2025, Courtney worked at State Farm for five years and CIT Trucks for seven years. Outside of advisory work, Courtney is involved with J Nussbaum Group LLC, a retail business, where they assist with monthly banking transactions and paperwork. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jared Sterr is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is involved with JLS Capital LLC, a non-investment business entity. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies on discretionary and non-discretionary bases.

Elizabeth Hinrichsen is a financial advisor with Edward Jones in Eureka, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Jenny Craig and was involved with a Mother's Day Out Program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of financial advisors and branch offices.

Jonathan Broeker is a financial advisor with LPL Enterprise in Bloomington, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Broeker is involved in non-variable insurance activities outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s model-driven investment approach incorporates portfolios developed by LPL’s Research Department and third-party strategists, with additional services including financial planning, access to third-party asset managers, and participation in wrap programs.

Lucas Schmidt is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has one year of experience in the financial services industry, previously working in various roles outside of finance, including retail and education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved software and delivers written recommendations without discretionary authority.

Jaima Galfi is a financial advisor at Osaic with 10 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Galfi is also the owner of Monarch Financial Consulting, an LLC offering annuities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Kyle Foster is a financial advisor with Thrivent Investment Management in Bloomington, IL. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, Kyle worked at Heartland Bank and Trust for ten years and was employed at Baxter's American Grille for eight years. Outside of his advisory work, he coaches junior high girls basketball and serves on the finance committee for United Way McLean County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a broad range of topics, allowing clients to combine planning with managed-account programs without discretionary trading authority.