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.

Jared Canterbury is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients develop personalized financial strategies by understanding their short- and long-term objectives. His approach emphasizes a comprehensive management of wealth, incorporating Merrill Lynch’s investment insights to address diverse financial needs including employee benefits planning, executive compensation, legacy planning, retirement income, tax minimization, and small business strategies. With experience in the financial services industry dating back to 2011, Jared holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree in Business Administration from the University of Southern Indiana. Jared works closely with individuals, families, and businesses to provide investment guidance tailored to their unique goals. Jared lives in Petersburg, Illinois, with his wife Whitney and their two children. He is active in his community, serving as President and Co-Founder of the Menard County Men’s Club and as a member of the Lake Petersburg Association Board of Directors. Additionally, he contributes as an assistant coach for the PORTA varsity baseball team and supports youth sports as a basketball and baseball coach. Outside of work, Jared enjoys baseball, basketball, boating, fishing, golf, football, and spending time outdoors with his family.

Michelle Roher is a financial advisor at Raymond James & Associates with 7 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing for 24 years prior to joining Raymond James in 2025. Raymond James & Associates is a large, 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sarah Goleman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2018. Before joining Merrill, she spent several years working in the banking industry. Sarah focuses on understanding her clients' comprehensive financial pictures and future plans to create tailored options for family and legacy planning, incorporating both traditional and socially conscious investing strategies. Her expertise includes college education planning, family wealth management, philanthropic planning, socially responsible investing, and retirement planning. Sarah holds a Master's degree from the University of Dundee and several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Sarah is actively involved in her community through volunteering and advisory roles with organizations focused on historic preservation, literacy, social services, and civic engagement in Springfield, Illinois. She is affiliated with numerous professional and community organizations, including Illinois Women in Leadership, King's Daughters, Lincoln Library Alliance, and the United Way Vision Council. Her personal interests include antiquing, cooking, gardening, horseback riding, reading, sewing, and spending time with her family.

Mark Black is a CFP® with 32 years of experience in the financial services industry, currently serving with Cetera. His prior experience includes roles at Cambridge Investment Research Advisors and First Allied Securities. Outside of advising, he is a part owner of Emblem Records, LLC, a music and record company, and serves as president of Miami Valley Network Professionals, a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, providing services to individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Elyse Griminger is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she worked in real estate at KW Elevate Luxury and held positions in local government and small business. She has also been involved in gymnastics coaching and retail. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance across asset allocation, retirement, insurance, and estate planning.