Brooke Davis is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Lincoln Financial Distributors, Inc. and COUNTRY Capital Management Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and government entities, offering financial planning and investment consulting services through various advisory programs.

Gregory Fornoff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he serves as successor trustee for family trusts in Bloomington, Illinois. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn Raufer is a financial advisor with Edward Jones in Bloomington, IL, holding Series 63 and Series 66 licenses. He has 43 years of industry experience, all spent at Edward D. Jones & Co., L.P. since 1982. 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 options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Darrell Douglass is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has worked in related roles at Cambridge Investment Research, Inc. and Pensions Plus since the mid-1990s. Outside of his advisory work, he is president of Pensions Plus, a business involved in health insurance sales, limited tax preparation, and small business consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of portfolio management strategies and platform arrangements, including proprietary models and third-party managers, with both discretionary and non-discretionary investment options.

Cranston Sparks is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, and The Prudential Insurance Company of America. Outside of advisory work, he serves as an agent for a non-variable insurance business in Griggsville, Illinois. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm utilizes primarily model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Christopher Hudgens is a financial advisor with LPL Financial in Normal, Illinois, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Investment Advisers, Cetera Advisors, Keplr Vision, First Financial Bank NA, and First State Bank of Bloomington. He is also a commissioned notary. 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, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

Robert Borchers is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bloomington, Illinois. He has 10 years of industry experience and has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Borchers serves as the grounds coordinator and a voting member on the board of directors for the Oakridge Property Owners Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management services.

Julie Smith is a Series 66-licensed financial advisor with Ameriprise in Hudson, IL, bringing 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she coaches Special Olympics athletes and volunteers to present information on the Illinois ABLE account to families of individuals with special needs. She also serves on the development committee of the Illinois Prairie Community Foundation. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, offering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions and employs algorithmic tools alongside a consulting team to deliver personalized retirement income strategies.

Jeffrey Pitzer is a financial advisor with Wells Fargo Clearing in Bloomington, IL, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has additional involvement as a director of worship at Faith Lutheran Church of McLean County, where he performs and directs music. He also teaches sound design at Illinois State University and operates a music production business, SoundVision Productions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including an investment menu that features insurance-related vehicles and bank deposit sweep options.

Dena Whitney is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1998 and holds Series 63 and Series 66 licenses. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Dobski is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Bank of America and Merrill from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Gary Cates III is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His career includes roles at Thrivent Financial and Thrivent Investment Management, as well as earlier positions outside the financial sector including bartending at a local bar and grill. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning without discretionary trading authority and providing a range of written recommendations across financial and estate planning topics.

James Pitzer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Citigroup Global Markets. Outside of his advisory work, he oversees farming operations at the Pritzer Family Farm in Bloomington, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research and analytics with a range of brokerage and advisory solutions.

Payton Miller is a Senior Financial Advisor with Miller McDaniel & Associates, affiliated with Merrill Lynch Wealth Management. He joined the firm in 2017 and contributes to the team by providing customized service support to clients and internal support to the advisor team. Payton works alongside experienced Merrill financial advisors to design financial strategies aimed at helping clients achieve their financial objectives. His client focus areas include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Payton holds a Bachelor of Business degree from Florida College, earned in 2016, and is a Personal Investment Advisor (PIA). Payton prioritizes faith and family in both his personal and professional life. He and his wife, Bethany, are members of the Church of Christ in Normal and are actively involved in their church community. Outside of work, Payton enjoys baseball, basketball, football, racquetball, table tennis, volleyball, reading, board games, athletic competition, and spending time with his family.

Steven Smith is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. for 18 years. He also engages in fixed insurance sales part-time. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services supported by firm-provided tools for portfolio construction and access to third-party investment solutions.

Jeffrey Secord is a CFP® with 52 years of industry experience, currently serving at Cetera since 2023. He has held roles at Renaissance Wealth Management BN and Cetera Wealth Services, LLC since 2019, and previously worked with Investment Planners and IPI Wealth Management, Inc. In addition to his advisory work, he is the owner of Renaissance Wealth Management BN, LLC, a financial services DBA, and acts as a power of attorney for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through multiple program structures and utilizes both affiliated and third-party managers.

Connor Todd is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience, including over 15 years with Cambridge. Todd also serves as an independent insurance agent and is a board member of the St. Jude Golf Classic Tournament, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various portfolio management and model-based solutions.

Ethan Nelson is a CFP® and Series 66-registered advisor with Wells Fargo Clearing, where he has worked since 2016. He has a total of 10 years of industry experience, including two years at WELLS FARGO Advisors, LLC. Nelson serves on the finance committee of the Boys and Girls Club of Bloomington Normal, assisting with budget preparation and financial monitoring. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Meinhold serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Over his 21-year career, he has developed a practice grounded in educating clients and addressing their individual financial ambitions. His approach emphasizes creating personalized plans that consider clients’ unique perspectives and priorities. John's expertise includes areas such as divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree from Illinois State University and is affiliated with the College for Financial Planning. Outside of his professional work, John is involved in his community through Make A Wish and various board positions on local organizations. His personal interests include baseball, golfing, and spending time with his family.

Byron Hendren is a financial advisor at Ameriprise in Bloomington, IL, with 33 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1992. He holds Series 63 and Series 65 credentials. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.