Carlos Escobar is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and management services.

Kathryn Willett is a financial advisor at Merrill in Bloomington, IL, holding a Series 66 license with two years of industry experience. Her prior experience includes five years at State Farm and seven years at C.H.I. Overhead Doors Inc. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Shaw is a CFP® with 14 years of industry experience, currently serving at Mass Mutual Investors Services since 2011. He holds additional roles as a consultant providing valuation and business planning services and is owner of Herzog Kistner Shaw Financial Partners LLC, offering insurance, advisory, and financial services. Outside of traditional advisory work, Shaw is involved in an entrepreneurial venture owning EV RIDES LLC, which leases vehicles to his consulting firm. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements utilizing firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Todd Sauder is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Raymond James since 2009 and also maintains a CPA designation, providing tax preparation services through a co-owned business. Outside of finance, he assists with bookkeeping for his wife's dog breeding business, Lil' Luvs Puppies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, while also maintaining unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Giovanni Bernetti is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Bloomington branch. He works with a select group of families, retirees, corporate executives, and business owners, providing financial education and personalized wealth management strategies. Giovanni focuses on simplifying and clarifying clients' financial lives by coordinating their financial affairs and reviewing progress through quarterly meetings conducted in person or by telephone. His areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Giovanni holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and has completed FINRA Series 7, 63, and 66 registrations as well as Illinois state health and life insurance licenses. He earned his Bachelor's degree from Illinois State University. Giovanni resides in Bloomington, Illinois with his wife Genevieve and their two children. His personal interests include cooking, running, skiing, wakeboarding, mountain biking, and traveling with his family. Fluent in English and Italian, Giovanni emphasizes building strong relationships with clients based on trust, clarity, and tailored financial strategies.

Jeffrey Bressner is a Series 66-credentialed financial advisor at Cetera with eight years of industry experience. He previously worked at Midwestern Securities Trading Co. LLC and several regional banks, including First Farmers State Bank and Morton Community Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers across various account types and investment programs.

Scott Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management with extensive experience in financial services dating back to 1994. He established Miller McDaniel & Associates in 2016 to better serve his growing client base and leads his team with a focus on clear communication and strategic guidance. Scott is a qualified Portfolio Manager offering discretionary management of personalized or defined investment strategies incorporating various securities and model portfolios. His expertise spans services for endowments, foundations, and non-profits; investment consulting for defined contribution plans; legacy and personal retirement planning; and tax minimization. Scott holds a Bachelor's Degree in Business Administration from the University of Iowa, earned in 1994, and is a Charter Member of the Florida College Society, alumni class of 1992. He carries multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional career, Scott is actively involved in his community and faith as an elder at the Normal Church of Christ since 2017. He and his wife, Suzy, have a family including two sons, a daughter, their spouses, and six grandchildren. Scott's personal interests include a variety of sports, reading, public speaking, and teaching.

Trever Kuipers is a Series 66-licensed financial advisor with Raymond James Financial, based in Bloomington, IL, with 13 years of industry experience. He previously worked at Edward Jones for eight years before joining First Mid Wealth Management and Raymond James in 2020. Kuipers serves in a political office in Downs Township, Illinois. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Gregory Nichols is a financial advisor with Ameriprise in Morton, Illinois, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Nichols is involved in retail entrepreneurship as the owner of The Morton Popcorn Shoppe, a gourmet popcorn business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bartt Stevens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Cambridge since 2010 and also operates as an independent insurance agent specializing in health and life insurance. Additionally, he serves as a precinct committeeman for the Republican Party in Tazewell County, Morton Township. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing proprietary and third-party strategies across multiple platform arrangements tailored to client objectives.

Lisa Moser is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at LPL Financial since 2014, with prior experience at Commerce Brokerage Services, Inc. and Cambridge Investment Research Advisors. Outside of her advisory role, she is a notary public authorized in the state of Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Kevin Keil is a financial advisor at Edward Jones in Metamora, IL, with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual in various wealth management and investment roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment options, and fiduciary services supported by a large nationwide network of advisors and branch offices.

Andrea Payne is a financial advisor at Edward Jones with 19 years of experience at the firm and a total of 12 years in the industry. She holds a Series 66 designation. Outside of her advisory role, she has worked as a homemaker since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated products through a large network of financial advisors and branch offices.

Christopher Cuppini is a financial advisor with Raymond James & Associates in Bloomington, IL, holding Series 63 and Series 66 registrations and having two years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley. He is also the owner of Outside the Box Collectibles, an e-commerce business selling sports memorabilia. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a range of portfolio management styles supplemented by firm research.

Jared Harrison is a financial advisor with Edward Jones in Washington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Edwards is a CFP®-designated financial advisor with Edward Jones, where he has worked for 26 years. He has 25 years of industry experience and is based in Metamora, IL. Outside of advising, he is involved in managing rental properties and agricultural leases. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Vaughan Meiss is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. He previously worked at World Relief Corporation of National Association of Evangelicals for eight years and held roles at Olivet Nazarene University. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with technology and research tools.

Blake Mier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. He is involved with an investment club called Blue Investment Group based in Bloomington, Illinois. 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 range of advisory and brokerage services, including financial planning and access to model portfolios, with an emphasis on diverse investment strategies supported by proprietary research and operational tools.

Bradley Hallstein is a CFP®-certified financial advisor at Edward Jones in Bloomington, IL, with 12 years of industry experience, all of which has been at Edward Jones since 2014. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jeffrey Schwartz is a financial advisor with Ameriprise in Bloomington, IL, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.