Nathaniel Boyle is a CFP® professional with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016, following prior roles at CWM, LLC and LPL Financial, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Connor Carnduff is a CFP® with nine years of industry experience, currently practicing at Private Advisor Group, LLC and LPL Financial LLC since 2021. His prior experience includes roles at Wells Fargo Clearing and Caterpillar. Carnduff provides investment advisory services through Private Advisor Group, operating under the DBA Broadway Graham Wealth Partners. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers advisory programs, access to third-party asset managers and turnkey asset management platforms, and manages WealthSuite separately managed account programs supported by various strategists and technology platforms.

Sandra Sampias is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 28 years of industry experience. Prior to joining Kestra in 2024, she worked at Cetera and operated her own advisory business. She is president of SCS Financial Services, Inc., a registered representative entity affiliated with Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and supports clients with due diligence and access to multiple management platforms and third-party solutions.

Stacey Russell is a financial advisor with Voya Financial Advisors, Inc. in Springfield, IL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2014 to 2021. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides various advisory services through multiple program structures, with a focus on non-discretionary, recommendation-based relationships.

Logan Gigl is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at INB, Rooted Wealth Advisors, and the Illinois Department of Corrections Pontiac Correctional Center. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary account management.

Stephen Patton is a financial advisor with Eagle Strategies (NY Life) based in Springfield, IL. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Patton also owns Patton Financial Group, where he has been active since 2012. In addition to his financial advisory work, he owns a car rental business, 5 Star Fleet. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and predominately manages assets on a non-discretionary basis.

Patrick Phalen is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Infinex Investments, Inc., SWS Financial Services, and Illinois National Bank. At Illinois National Bank, he serves as Senior Vice President and Manager of the Trust Department, as well as President and CEO of the bank’s holding company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s advisory approach includes a mix of fundamental and technical analysis, and it operates with a notable emphasis on non-discretionary assets.

Trevor Wallner is a CFP® designated advisor with 19 years of industry experience, currently serving at Private Advisor Group, LLC since 2021. He previously worked at KEB Wealth Advisors from 2016 to 2021. Mr. Wallner is a managing partner of Bayside Properties, a commercial real estate ownership venture outside of his investment advisory practice. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm integrates multiple analytical approaches and trading time horizons to tailor solutions and supports a broad network of investment adviser representatives with access to advanced platforms and model portfolios.

Amy Barnes is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. She holds a Series 66 designation and has worked at Illinois National Bank and Infinex Investments since 2019, with prior experience at U.S. Bancorp Investments. Outside of her advisory role, Barnes is an independent distributor of personal care products through SeneGence International and runs a financial coaching practice as a Ramsey Solutions Master Financial Coach. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm primarily delivers advice through a network of investment adviser representatives who offer both advisory and brokerage solutions using fundamental and technical analysis, asset allocation, and third-party due diligence.

Margaret Haugh is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and no prior industry experience. She previously worked at Peterman Financial Group, where she provided administrative support for tax return preparation. Money Concepts Capital Corp is an enterprise firm with over 400 advisors, offering portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and corporations. The firm utilizes various managed programs and combines fundamental and technical analysis with modern portfolio theory to guide investment decisions.

Robert Patterson is a Series 66-credentialed financial advisor with 26 years of industry experience. He has been with PNC Wealth Management since 2009, based in Springfield, IL. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Zachary Bromley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through various discretionary and non-discretionary programs.

Denise Edwards is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. in Springfield, IL. She has been with the firm since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs, financial planning, and investment management consulting through a mix of firm-developed and third-party model strategies.

Stephen Vollmer is a Series 66 licensed advisor with Private Advisor Group, LLC. He has professional experience at Ernst & Young LLP spanning eight years and graduated from the University of Illinois at Urbana-Champaign. Vollmer has been with Private Advisor Group since 2026 and holds a position at Broadway Graham Wealth Partners and LPL Financial as well. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, with a network of investment adviser representatives who customize solutions to client objectives.

William Peterman is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Carson Wealth Management since 2016 and previously at LPL Financial, llc from 2014 to 2016. Outside of his advisory work, he operates Bill Peterman, CPA, providing tax preparation and accounting services. He is an enterprise advisor at Money Concepts Capital Corp, a firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management and financial planning services using a combination of model portfolios, third-party sub-advisers, and ongoing consulting across various client types.

Gary Lowery is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lowery is also a majority owner of LMZ Wealth Management, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning, using proprietary research and tools to offer tailored recommendations. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

Jennifer Heyen is a financial advisor at Merrill with 22 years at the firm and 15 years of industry experience. She holds the Series 63 and Series 66 designations and is based in Springfield, IL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevan Stapleton is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cetera. He has worked at Avantax Investment Services and 1st Global Advisors and is also a partner at Eck, Schafer & Punke, LLP, an accounting and tax firm. Outside of his advisory and accounting roles, he is a member of Old Capitol Blues & BBQ, LLC, which operates a local festival in Springfield, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Katie Van Dyke is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Daniel Schraeder is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors. Outside of his advisory role, he serves as Treasurer for the Hurstbourne Homeowners Association, overseeing the association's financial records and funds. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor investment solutions.