Patrick Phalen is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Infinex Investments, Inc. since 2019 and at Sws Financial Services from 2012 to 2019. Phalen has also served at Illinois National Bank since 1999, where he is Senior Vice President and Manager of the Trust Department, as well as President and CEO of the bank's holding company. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a network of investment adviser representatives while maintaining a hybrid adviser/broker-dealer structure.

Trevor Wallner is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2021. His prior roles include positions at KEB Wealth Advisors, Cambridge Investment Research Advisors, Benjamin F. Edwards & Company, Inc., and Securities America Advisors, Inc. In addition to his advisory work, Mr. Wallner is a managing partner of Bayside Properties, a commercial real estate ownership firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a range of managed account solutions. The firm employs a fiduciary-based advisory model and uses technology platforms alongside third-party managers to implement diverse investment strategies.

Amy Barnes is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Illinois National Bank, Infinex Investments, U.S. Bancorp Investments, and Edward Jones. Outside of her advisory work, she is an independent distributor of personal care products through SeneGence International and operates a financial coaching practice accredited by Ramsey Solutions. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services with a hybrid adviser/broker-dealer structure, providing clients access to alternative investments, lending solutions, and both discretionary and non-discretionary account management.

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 Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial, LLC, and previously worked at Wells Fargo Clearing. His outside activities include operating a DBA under Private Advisor Group for advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model using technology platforms and a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Denise Edwards is a CFP® professional with 16 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2014, currently serving as a financial advisor in Springfield, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients with a variety of services including financial planning, investment management, and brokerage services.

Stephen Vollmer is a financial advisor with Private Advisor Group, LLC. He holds a Series 66 designation and has prior experience at Ernst & Young LLP. His career includes positions at Broadway Graham Wealth Partners and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary approaches, and employing a range of investment strategies through proprietary and third-party platforms.

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 with Wells Fargo Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is also a majority owner of LMZ Wealth Management, LLC, an investment-related business based in Springfield. Wells Fargo Advisors Financial Network is a large investment firm serving individuals, trusts, and institutions with a broad range of financial planning and investment services. The firm offers tailored recommendations based on Wells Fargo research and provides both brokerage and advisory options to clients.

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 designations and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he was with Axa Advisors and has a background that includes four years at the University of Illinois. He serves as Treasurer for the Hurstbourne Homeowners Association, managing the association's financial records and funds. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions for clients, including ERISA fiduciary services for qualified plans.

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. She joined Merrill in 2018 after several years in the banking industry, bringing her expertise to help clients plan and advise to ensure comfort regardless of market conditions. Sarah works closely with her clients to understand their values and incorporate them into their investment portfolios, while assisting in legacy planning and meeting individual financial needs. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Master's degree from the University of Dundee. Sarah's practice emphasizes environmental and socially conscious investing alongside traditional approaches. In addition to her professional work, Sarah is involved in various community organizations and volunteer efforts. Her community involvement includes participation in the 21st Century Program, Dining for Women, Divernon Fire Protection District, Illinois Women in Leadership, King's Daughters, Lincoln Library Alliance, Sangamon County Department of Community Resources, and the United Way Vision Council. She also maintains memberships in professional and civic organizations such as the Citizen's Club, Illinois Women in Leadership, King's Daughters, Lincoln Library Alliance, Old State Capitol Foundation, PEO, The Heritage Foundation, and The Sangamon Experience. 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.

Stephen Raupp is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Merrill from 1998 to 2007 and has been with LPL Financial since 2010 as well as serving at Bank of Springfield since 2007. Outside of advisory services, he is involved in offering term and whole life insurance products through a bank insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with advice implemented through various model portfolios and customized strategies.

Troy Klunick is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera Wealth Services, Avantax, and ESP Wealth Management, and also serves as a tax manager at Eck, Schafer & Punke LLP. Outside of his advisory and tax roles, he is treasurer of the Capital Area Sports Commission, a not-for-profit focused on youth and amateur sporting events in Springfield, Illinois. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to various third-party money managers through discretionary and non-discretionary program structures.