Manish Puri is a financial advisor at Edward Jones in Champaign, IL, holding a Series 66 designation with three years of industry experience. He previously worked at Puri Sons Inc for ten years, where he served as Secretary, and he is involved as President of A-Plus Investments, a family-owned real estate construction company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Robert Rardin is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Investment Management Inc and Country Financial. Outside of his advisory role, he is also employed as an assistant to advisors at Busey Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors advisory programs across a large network.

Russell Rybicki is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and possessing 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Matthew Hutton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at LPL Enterprise with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Regions Bank, Zeiders Enterprises, and NBS Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third parties, and it offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

Joshua Gallagher is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones in Champaign, IL since 2013. He holds a Series 66 license and has been an assistant girls basketball coach at Chester-East Lincoln Junior High School since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Haley Minogue is a financial advisor with LPL Enterprise holding a Series 66 designation and is based in Champaign, IL. She has been with LPL Enterprise since 2026 and has prior work experience in various service and retail roles. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a wrap program through a network of investment adviser representatives.

Meghan Firchau is a CFP® professional with six years of experience at Edward Jones. She holds a Series 66 license and has worked exclusively at Edward Jones since 2016. Outside of her advisory role, she holds a part-time teaching position at Parkland College in Champaign, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household and corporate clients. The firm offers a variety of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Manolakes is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds a Series 63 designation and has worked at various Wells Fargo entities since 2009. He is also the owner of Manolakes Investments LLC, a firm involved in investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement these through various brokerage and advisory programs.

Charles Crawford is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Raymond James since 2014. In addition to his advisory role, he is an associate at Busey Bank, where he manages relationships for clients with $2 million or more. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Moe is a financial advisor with Wells Fargo Clearing in Champaign, Illinois, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is the owner of a rental property in Champaign. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach.

James Chesser II is a financial advisor at Mass Mutual Investors Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at ON Investment Management Co and The O.N. Equity Sales Company. In addition to his advisory role, he owns Chesser Financial, through which he provides client sales, securities review and service, and mentors other advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Kristopher Clodfelder is a financial advisor with Edward Jones in Champaign, IL, holding Series 63, Series 65, and Series 66 credentials. He has 24 years of industry experience, including a long tenure at Country Trust Bank and related affiliates from 1999 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Abbie Osterbur is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill Lynch, and currently at Raymond James. Outside of her advisory role, she is an independent contractor account representative for Juice Plus. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and specialized municipal advisory services.

Bruce Paulsrud is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. 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 planning across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Thomas Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he manages a family farm in Mahomet, Illinois. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Justin Gann is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Frasca International. Outside of his advisory role, he is employed by Preeminent Group, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jonathan Myers is a financial advisor with Morgan Stanley in Champaign, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to develop financial plans, while generally acting in an advisory capacity without providing individual security recommendations as part of standalone planning.

Richard Bloom is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with multiple firms including ON Investment Management Co and Ohio National Insurance Company. Outside of his advisory work, he owns a tax preparation business where he prepares 100–150 personal tax returns annually. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money‑manager programs, and educational seminars.

Michael Kessel is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates in speaking engagements where he shares his experiences in Iraq and donates honoraria to charity. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lori Kite is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.