Joshua Carstens is a financial advisor with Robert Baird & Co. in Washington, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Baird since 2015, including a brief period at TD Ameritrade in 2019. Outside of his advisory role, he is a rental property owner. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Laura Morris is a financial advisor with LPL Financial in Peoria, Illinois. She holds a Series 66 designation and has been with LPL Financial since 2025. Her prior work experience includes roles at Citizens Equity First Credit Union and various positions in the food service industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various investment strategies and operational tools.

Scott Mabee is a financial advisor with Robert W. Baird & Co. in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of investment strategies and overlay techniques.

Timothy Edwards is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he spent 18 years at Kemp Manufacturing Company and has served as Co-Executor for the Michael F. Edwards Estate since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Brandon Plattner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Cambridge Investment Research in various capacities since 2010. Outside of his advisory role, Plattner operates Plattner Asset Management and is an independent insurance agent for several agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies across multiple platform arrangements.

Travis Critten is a financial advisor with Wells Fargo Advisors in Peoria, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory work, he serves as treasurer for Covenant Community Church in Chillicothe, IL. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm supports tailored recommendations informed by proprietary research and tools, with optional implementation through its brokerage or advisory platforms.

Kevin Keil is a financial advisor at Edward Jones in Metamora, IL, with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual in various wealth management and investment roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment options, and fiduciary services supported by a large nationwide network of advisors and branch offices.

Andrea Payne is a financial advisor at Edward Jones with 19 years of experience at the firm and a total of 12 years in the industry. She holds a Series 66 designation. Outside of her advisory role, she has worked as a homemaker since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated products through a large network of financial advisors and branch offices.

Tyler Gonigam is a CFP® with Charles Schwab and has one year of industry experience. Prior to joining Schwab, he held roles at Heartland Bank & Trust Company and the County of McLean, and he spent four years in full-time education. He serves as Treasurer for the Illinois State University Farm House Association, managing accounts and assisting with tax and nonprofit filings. Charles Schwab & Co., Inc. provides services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, advisory, custody, and financial planning services with both non-discretionary and discretionary investment options.

Joshua Atkins is a financial advisor with LPL Financial in Peoria, Illinois, holding Series 63 and Series 65 credentials and five years of industry experience. His previous work includes roles at Equitable Advisors and CEFCU. Outside of his advisory duties, he serves as Director of Hospitality at Willow Hill United Methodist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors using various portfolio strategies, supplemented by advanced operational and research tools.

David Snider is a financial advisor with Robert Baird & Co. in Dunlap, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1995. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Philip Unes is a financial advisor at Wells Fargo Advisors in Peoria, IL, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at DC Advisory for three years and was affiliated with Wells Fargo Financial Advisors in 2019. He also has a background in education, having been employed at the University of Illinois Urbana-Champaign and Dunlap School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and integrates advisory services with other financial products and referral channels.

Gary Craig is a financial advisor with Charles Schwab in Peoria, Illinois, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including 12 years at Edward Jones before joining Charles Schwab in 2016. Craig is a founding member of StoptheDivide.org, an organization focused on improving communication among cancer stakeholders. Charles Schwab 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 mix of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a centralized operational structure.

Gregory Edwards is a CFP®-designated financial advisor with Edward Jones, where he has worked for 26 years. He has 25 years of industry experience and is based in Metamora, IL. Outside of advising, he is involved in managing rental properties and agricultural leases. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Bradley Davis is a financial advisor with LPL Financial based in Peoria, IL, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has worked at LPL Financial since 2014 and previously spent two years with J.P. Morgan Securities. 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, third-party asset management, and institutional platforms.

Brooke Melton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously spent 11 years at Robert W. Baird & Co. Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven and tailored to plan objectives, demographics, and risk tolerances, acting as an ERISA fiduciary when providing investment advice.

Thomas Lewis is a Series 66-licensed financial advisor with Equitable Advisors, based in Peoria, IL, holding four years of industry experience. Prior to joining Equitable Advisors, he worked for several years at Dick's Sporting Goods and Illinois College. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and proprietary tools to tailor solutions for clients.

Vickie Clark is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. Her career includes roles at Waddell & Reed, various insurance carriers, and leadership positions with the National Association of Women Business Owners and Women in Leadership in Central Illinois. Outside of advisory work, she managed a sole proprietorship, Clark Farms, for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Michael Fleming is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also the owner of an LLC involved in pass-through compensation activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Tyrus Meiss is a financial advisor with LPL Financial in Peoria, IL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance agencies, and involvement with a family farm. He has worked extensively in both investment and non-investment roles, including a long tenure with Community Unit School District #140. 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 and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.