Connor Reinarman is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Midwestern Securities, he worked at Bradford National Bank and Horstmann Premier Financial. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and community financial institutions. The firm combines discretionary model portfolios with non-discretionary advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.

Anthony Rummans is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has two years of industry experience and previously worked at Thrivent Investment Management. In addition to his advisory role, he serves as a Lieutenant for the Peoria Illinois Police Department. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios utilizing a range of investment vehicles and offers access to independent managers and model portfolios.

Michael Vogt is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at both Midwestern Securities and Teutopolis State Bank since 2015, where he also manages the bank’s bond portfolio. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios, advisor recommendations, and third-party managers.

Ian Swafford is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at MissionSquare Retirement, MissionSquare Investment Services, LPL Financial, and Edward Jones. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a combination of strategic asset allocation through model portfolios and third-party managed programs, integrating multidisciplinary planning with fiduciary and broker-dealer services.

Trace Gold is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he held roles at Goodfield State Bank, Chipotle, Culvers, and in education at Grant Community High School and Big Hollow Middle School. Gold also maintains a role as a financial advisor with Goodfield State Bank. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary recommendations and third-party management, offering financial planning, portfolio management, and ERISA fiduciary services.

Austin Krohe is a Series 66-licensed financial advisor at PNC Wealth Management with one year of industry experience. He previously worked at Hughes Tenney Postlewait & Coale, LLC for five years before joining PNC Bank and subsequently moving to PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to certain employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with annual rebalancing and algorithm-driven portfolio recommendations.

Tyler Rasmuson is an advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked with Ameritas Investment Company, LLC since 2022 and has operated Rasmuson Financial LLC since 2020. He is also licensed as an independent insurance agent selling fixed insurance products, including life and disability insurance, through the Carillon Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Jasen Barnhart is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. He has worked with PNC Investments since 2022 and previously held roles at PNC Bank, Uftring Nissan, and Weaver Ridge Golf Club. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist pilot that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

Kyle Sheets is a financial advisor with Osaic Institutions, Inc. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Wayne Hummer Investments LLC and Morton Community Bank. 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 and broker-dealer structure.

Jeffrey Engelbrecht is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm’s investment approach relies on algorithmic risk assessments and third-party managed model strategies executed with mutual funds and ETFs.

William King is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments Inc from 2009 to 2017. King serves as Managing Director at KB Elliott Financial Advisors and is active in portfolio management and client advisory roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support tailored investment solutions.

Ronald Rotondo Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Best Buy, Insurance Services Incorporated, and Ameritas Investment Corp. Outside of finance, he is a professional musician involved with Ron Rotondo Music. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Tamara Thompson is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Bond is a Series 66-licensed financial advisor with LPL Enterprise in Pekin, IL, and has four years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Equitable Advisors. Outside of his advisory work, he serves on the board of Faith Baptist Church. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, with a focus on delivering financial planning and access to third-party asset managers.

Robert Hinzman is a financial advisor at Edward Jones with Series 66 credentials. He has approximately one year of industry experience, including prior roles at GT Church and IDCAG. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large national network of financial advisors and branch offices.

Chad Arseneau is a financial advisor with LPL Financial in Pekin, IL, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Outside of his advisory role, Arseneau is involved in a non-variable insurance business through James Unland & Co. 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 and access to model portfolios and third-party asset managers.

Louisa Blanchard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked extensively within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients who meet a net-worth threshold.

Melinda Nolte is a financial advisor with Edward Jones in Peoria, IL, holding the ChFC® designation and Series 66 license. She has five years of industry experience, including eight years at Compeer Financial before joining Edward Jones. Outside of her advisory role, she is a partner in All About Home LLC, where she assists with the accounting for the home maintenance and small remodeling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

John Mabee is a financial advisor at Robert Baird & Co. with 51 years of industry experience. He has been with Robert Baird & Co. since 1994. Mabee holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Timothy Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Motor Parts & Equipment Corporation for eleven years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.