Tammy Ashton is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in Peoria, IL. She has 20 years of industry experience, including prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Since 2024, she serves as an attorney-in-fact for her parents in investment-related matters. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, pension plans, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, and investment management, employing a mix of proprietary strategies and third-party models supported by an internal trading desk.

Franklin Mooney is a financial advisor at Ameritas Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles with Ameritas Investment Company, Inc. since 2002 and Ameritas Advisory Services since 2021. He is also president and CEO of The ISI Companies, Inc. and I.S.I. Investment Services, Inc., and has been active in insurance sales and consulting since 1984. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm uses a variety of investment products and strategies, combining model portfolios and third-party solutions, and operates multiple program platforms to tailor portfolio management.

Mark Rahn is a financial advisor with Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Microsoft for seven years. Outside of his advisory role, Rahn owns and operates a fishing YouTube channel and participates in fishing tournaments through Fishthemark.org. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, investment management, and brokerage, delivering both discretionary and non-discretionary managed solutions with proprietary and third-party strategies.

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.

Chad Steinbach is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 22 years of industry experience. Steinbach has worked at Benjamin F. Edwards since 2011 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Tamara Thompson is a Series 66-credentialed advisor with Merrill in Peoria, IL, where she has worked since 2000, accumulating 25 years of industry experience. 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, pension plans, corporations, and charitable organizations.

Todd Osing is a CFP®-credentialed financial advisor with Edward Jones in Peoria, IL, and has 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices.

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.

Bryce Unruh is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as co-trustee for family trusts and is involved in homeowners association coordination and a family-owned LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with various financial product offerings.

Kenneth Hahn is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Cetera and has previously worked at VOYA Financial Advisors and through his own firm, Hahn Financial Services, which he has owned since 2002. Outside of his advisory work, Hahn is an independent musician who performs at special occasions and serves in leadership roles with several nonprofit organizations, including as president of the Society of Financial Services Professionals and Forging Leaders Toastmasters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Whitney Goldstein is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Hannah Schertz is a financial advisor with Equitable Advisors in Peoria, IL, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various positions across multiple industries, including roles at Rivian Automotive, BM Trade Company Inc., and Ups. Outside of her advisory work, she is involved with Clean Crew LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment models and solutions.

Alexander Friedrich serves as a Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience in finance, founded by Kim Mitchell and Elizabeth Miller. The team's mission focuses on the care and protection of their families through comprehensive financial services. Mr. Friedrich's expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He is committed to helping individuals and families manage their financial lives through thorough financial planning aimed at supporting various aspects of life such as family, health, and home. He holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Alexander participates in several organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends and watching movies.

Sean Mulhern is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Midwestern Securities Trading Co. LLC and Illinois National Bank, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Eric Kolowski is a financial advisor at Edward Jones in Peoria Heights, IL, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at the East Peoria Police Department. He serves as Vice President of Peoria First Networking, a local organization focused on business referrals and attendance tracking. 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 programs and maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

Andrea Wiegand is a ChFC® with 12 years of experience, currently serving at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. She is based in Peoria, IL, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in life and health insurance sales and manages a short-term rental in her home. MassMutual Investors Services, LLC 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 emphasizes collaborative annual planning engagements using firm-approved analytical tools and offers specialized programs, including event-driven planning such as divorce and estate settlement.

Nathan Kunkle is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he has ownership interests in several investment-related businesses, including OHANA HONU LLC and Cornerstone Strategic Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

Shelly Thompson is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 license and five years of industry experience. She previously worked at KB Elliott Financial Advisors and spent 15 years at Actuarial Consulting Group Inc. before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.