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® professional with nine years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having joined both firms in 2021. Prior to that, he worked at Wells Fargo Clearing from 2017 to 2021 and spent a year at Caterpillar. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with a range of investment strategies implemented through both in-house and third-party managers.

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. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Voya in 2021, she worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2014 to 2021. Voya Financial Advisors, Inc. serves a wide range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary programs and a combination of managed account and broker-dealer channels.

Logan Gigl is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 licenses and four years of industry experience. His background includes roles 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, retirement 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure that combines firm supervision with delegated investment management.

Stephen Patton is a financial advisor with Eagle Strategies (NY Life) based in Springfield, IL. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Patton is also principal of Patton Financial Group, which he founded in 2012. Outside his advisory work, he owns a car rental business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm applies a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies through technology platforms and managed account solutions.

Denise Edwards is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. She has been with the firm since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.

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 at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. He is also a part-owner of LMZ Wealth Management, LLC, an independent practice based in Springfield, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

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 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.