Kalei Haggard is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation. Haggard joined Morgan Stanley in 2023 and has prior experience working at Kep's Sports Bar and Grill. They studied at the University of Illinois at Urbana-Champaign from 2020 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning solutions.

Ian Koch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Grace College and First National Bank of Tremont, as well as involvement with the Tremont Area Park District and a startup called Bushbaby. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers various advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Jeremy Sutton is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Christopher Petersen is a Series 66 licensed financial advisor at Edward Jones in Pekin, Illinois, with 19 years of industry experience. He has been with Edward Jones since 2007. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Timothy Riggenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012, bringing over 25 years of experience in the finance industry. Timothy focuses on helping families and business owners reach their financial potential by offering tailored strategies that address the challenges faced by small business owners. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Timothy holds a Bachelor's Degree from Illinois State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his advisory work, Timothy serves as the Third District Councilman in Peoria, where he leads redevelopment efforts in the Historic East Bluff. He and his wife Barbara have five children, including three adult daughters and two high school-aged sons, and have been a foster care family since 2009. In his free time, Timothy enjoys gardening, genealogy, hiking, spending time with family, traveling, amateur landscaping, and running recreationally, including participation in the Steamboat Classic each summer.

Susan Elizarraras is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019. Prior to joining Merrill, she had roles at the East Central Illinois Area Agency on Aging, Petco, and Advocate BroMenn Medical Center. Outside of her advisory work, she is a travel agent consultant for InteleTravel. 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 institutions.

Eric Graue is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 after spending eight years as a business consultant. Eric holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned a Bachelor of Science degree in General Engineering from the University of Illinois. Over his career, Eric has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, tax minimization, and retirement income. He applies a thorough approach to client strategies, drawing from his engineering background to keep recommendations simple and understandable. Eric lives in Lincoln, Illinois with his wife and their four children. He is active in his community, serving as Chairman of the Abraham Lincoln Memorial Hospital Foundation, a board member of Memorial Health, and a trustee for Lincoln College. Additionally, he coaches youth sports teams and has held leadership roles in local organizations including the Lincoln/Logan County Chamber of Commerce and Logan County Leadership Academy.

Kyle Rutledge is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Goldman Sachs for five years and held positions at BMO Harris Bank, Swoon Staffing, Richards Building Supply, and Sherwin Williams. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process with tools such as Monte Carlo simulations and Secular Return Estimates, managing approximately $2.74 trillion in client assets.

Megan Bannan is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.

Brett Wieser is a financial advisor with LPL Financial in Pekin, IL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union, Eastman Financial and Insurance Services LLC, and MassMutual. Wieser was also a self-employed commodity trader from 2007 to 2021. 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 provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Shayne Christe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Patrick Wolbeck is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Bonnie Brockett is a financial advisor at Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior work includes roles at David Vaughan Investments and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its clients' financial goals.

Carolyn Davis is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2000. Merrill, along 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.

Jeffrey Gillis is a financial advisor with Edward Jones in Pekin, IL, holding a Series 66 license and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Bass Pro Shops from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Edward Sutter is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Micah Lemoine is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. His prior roles include positions at Northwestern Mutual from 2013 to 2017. In addition to his advisory work, he is engaged in individual life and annuity insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative planning processes using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning services.