Jennifer Heyen is a financial advisor with Merrill in Peoria, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melinda Nolte is a financial advisor with Edward Jones in Peoria, IL, holding the ChFC® designation and Series 66 license. She has five years of industry experience, including eight years at Compeer Financial before joining Edward Jones. Outside of her advisory role, she is a partner in All About Home LLC, where she assists with the accounting for the home maintenance and small remodeling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

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.

Joseph Dicce is a CFP® professional with 20 years of experience in the financial industry, all of which he has spent at Edward Jones since 2006. He holds the Series 66 designation and is based in Bartonville, IL. Outside of his advisory role, he is a rental property owner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the country.

Alexander Friedrich serves as a Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience in finance, founded by Kim Mitchell and Elizabeth Miller. The team's mission focuses on the care and protection of their families through comprehensive financial services. Mr. Friedrich's expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He is committed to helping individuals and families manage their financial lives through thorough financial planning aimed at supporting various aspects of life such as family, health, and home. He holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Alexander participates in several organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends and watching movies.

Sean Mulhern is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Midwestern Securities Trading Co. LLC and Illinois National Bank, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Andrea Wiegand is a ChFC® with 12 years of experience, currently serving at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. She is based in Peoria, IL, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in life and health insurance sales and manages a short-term rental in her home. MassMutual Investors Services, LLC 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 emphasizes collaborative annual planning engagements using firm-approved analytical tools and offers specialized programs, including event-driven planning such as divorce and estate settlement.

Shelly Thompson is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 license and five years of industry experience. She previously worked at KB Elliott Financial Advisors and spent 15 years at Actuarial Consulting Group Inc. before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

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.

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.

Jessica Ford is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing before joining Morgan Stanley in 2021. Outside of advising, she is a partner in a real estate venture based in Peoria, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a wide range of advisory programs supported by advanced modeling tools and structured discovery processes.

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.

Loren Gallup is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory career, he is also involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Jonathan Gibson is a financial advisor with Merrill in Peoria, IL, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked for Marine Bank & Trust, part of United Community Bank, from 2013 to 2020. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carlos Escobar is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and management services.

Peter Kates is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has one year of industry experience and previously worked for Peoria Public Schools District 150 for 29 years and owned Avanti's Italian Restaurant for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Todd Sauder is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Raymond James since 2009 and also maintains a CPA designation, providing tax preparation services through a co-owned business. Outside of finance, he assists with bookkeeping for his wife's dog breeding business, Lil' Luvs Puppies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, while also maintaining unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Corry Harris is a financial advisor with Edward Jones in North Pekin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heartland Bank from 2016 to 2017. Harris serves as Executive Board President for Illinois Business Financial Services, a local community development corporation that manages SBA loans. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and managing over $1 trillion in assets.

Nicolas Madrigal is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and EZ Mortgage, and he owns and manages an insurance agency, River City Insurance Inc. He is also involved in managing rental properties. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs a range of portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Jesse Hall is a financial advisor at Morgan Stanley in Peoria, Illinois, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Midwestern Securities Trading Co. LLC and South Side Trust and Savings Bank. Outside of his advisory work, Hall serves as treasurer for the Peoria Rugby Club. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and focuses on advisory services without providing individual security recommendations as part of standalone plans.