Gary Seitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the investment industry. He began his career at Merrill in the early 1980s and has focused on long-term planning throughout his tenure. Gary works with high net worth clients, businesses, and organizations to assist them in defining and navigating their financial goals. He develops robust wealth management strategies that emphasize in-depth financial solutions and a relationship built on trust. Gary offers personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. His expertise includes retirement planning, fixed income and managed plans, Taft Hartley-Union plans, and cash management solutions. He supports clients throughout every stage of their financial life cycle, aiming to help them make confident financial decisions. He holds a bachelor's degree in Finance from the University of Illinois and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Gary has been involved with the Springfield Chamber of Commerce as a past Ambassador, the Springfield Rotary as a past officer, and has served on the boards of Big Brother Big Sister, Goodwill Industries, and March of Dimes. His personal interests include boating, golfing, and traveling.

Holly Herkert is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. She holds a Series 66 license and is based in Springfield, IL. Outside of her advisory role, she is involved in occasional resale activities on Poshmark. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branches.

Maxwell Cook is a financial advisor with LPL Financial in Springfield, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Davis Financial Group, Dovenmuehle Mortgage, and Northwestern Mutual. He also serves part-time at the Bank of Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions supported by extensive resources and technology.

Keith Rechner is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Rechner serves on the Board of Directors for the SIU Center for Family Medicine FQHC and is the president-elect, with a term as president scheduled to begin in April 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of investment programs and third-party asset managers.

Brent Davis is a CFP® professional with 29 years of industry experience, currently serving at Edward Jones in Springfield, Illinois, where he has worked since 1996. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the board of Elegant Research, an organization that assists college business students in starting businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds.

David Milling is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Nathan Clemmer is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Air Force from 2014 to 2017. 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 solutions supported by a nationwide network of more than 23,700 financial advisors.

Gary Durchholz is a CFP® with 38 years of industry experience and has been with Stifel since 2012. He is based in Springfield, IL. Outside of his advisory role, he serves on the Williamsville, IL Planning Commission, reviewing village development applications. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking asset allocation and planning analyses.

Claudine Moscardelli is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 2010, following prior roles at Morgan Stanley and its affiliates from 2004 to 2010. Outside of her advisory work, she serves in a fiduciary capacity as a power of attorney for family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Curtis Vorachek is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2022, following prior roles at U.S. Bancorp Investments and U.S. Bank. Outside of his advisory work, he is an officer and Vice President at HPB Financial, a company involved in trust and investment management, and a partner in Twin Oaks Farm, LLP. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Noah Albin is a financial advisor with Equitable Advisors in Springfield, IL. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at RMG Capital and operating Albin Accounting. He also spent time working with the Springfield YMCA and Lake Springfield Christian Assembly. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs, including both discretionary and non-discretionary investment models.

Meredith Ferguson is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. She has 26 years of industry experience, including prior roles at Principal Securities, Ferguson Financial, and Wells Fargo Clearing. Ferguson is also affiliated with the Bank of Springfield in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of discretionary and non-discretionary strategies.

Maryann Schroeder is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Shores is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Shores has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of financial advising, Shores owns and operates Shore Thing Gundogs, a dog kennel and training business specializing in hunting dogs, and serves on the board of a nonprofit in Thayer, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jalen Ping is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His background includes managing his own business, Ping's Machines, which operates ATM machines, and managing seasonal operations at Spartan Sports Park. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to provide customized investment solutions.

Timothy Thomas is a financial advisor with LPL Financial in Springfield, IL, holding Series 65 and Series 66 credentials and 28 years of industry experience. He has previously worked at Metlife Securities Inc., MassMutual Investors Services, and MASSMUTUAL Life Insurance Company. Thomas is also involved in employee benefit solutions as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Nikki Virgin is a financial advisor at Edward Jones in Rochester, IL, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. 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, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Kariann Kelley is a financial advisor with LPL Financial in Springfield, IL, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and also maintains a position at the Bank of Springfield. Additionally, she is a commissioned public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Nicole Helm is a financial advisor with Edward Jones in Taylorville, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she owned and operated At the Helm, LLC, a house renovation business, and has been involved with Wipe Wear, LLC, a product-related venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Dura Jr. is a CFP®-certified financial advisor with Edward Jones in Springfield, IL, and has 19 years of industry experience. He has been with Edward Jones since 2006 and also serves as a commander in the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.