David Stokes is a financial advisor with Edward Jones in Bloomington, IL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, he owns and operates a small family farm growing corn and soybeans and serves as a board member for ABC Counseling & Family Services in Normal, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,000 advisors and 15,000 branches.

Craig Mc Cormick is a CFP® with nine years of industry experience, currently with Cetera. He previously worked at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP. Outside of his advisory role, he serves as Board President of the nonprofit Project OZ, is Treasurer for the Bloomington Public Library board, and is a board member of the Four Seasons Health Club. Mc Cormick also serves as a Major in the United States Marine Corps Reserves. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Suzanne Kosik is a CFP® and Series 66 licensed financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019. Prior to her financial advisory career, she was associated with Gold's Gym for 14 years and holds ownership interests in related health club businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of financial advisors and branch offices.

Marc Tucci is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves on the board of the Tinervin Family Foundation and holds leadership positions with Illinois Swimming and USA Swimming National, including serving as treasurer and investment committee member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Deborah Wilson is a financial advisor with Ameriprise in Bloomington, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, Wilson serves on the Board of Directors for the McLean County Democratic Party and the Kiwanis Club of Bloomington. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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 eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Company and The Prudential Insurance Company of America. Sparks is also an insurance agent involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, providing financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Christopher Hudgens is a financial advisor with LPL Financial holding a Series 66 credential and three years of industry experience. He previously worked at Cetera Investment Advisers, Cetera Advisors, Keplr Vision, First Financial Bank NA, and First State Bank of Bloomington. Hudgens also serves as a notary and is involved in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 1998. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Steven Dobski is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he maintains an LLC related to property sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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 at Wells Fargo Clearing with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he oversees operations at the Pritzer Family Farm 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 advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.