Jeffrey Secord is a CFP® with 52 years of industry experience, currently serving at Cetera since 2023. He has held roles at Renaissance Wealth Management BN and Cetera Wealth Services, LLC since 2019, and previously worked with Investment Planners and IPI Wealth Management, Inc. In addition to his advisory work, he is the owner of Renaissance Wealth Management BN, LLC, a financial services DBA, and acts as a power of attorney for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through multiple program structures and utilizes both affiliated and third-party managers.

Connor Todd is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience, including over 15 years with Cambridge. Todd also serves as an independent insurance agent and is a board member of the St. Jude Golf Classic Tournament, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various portfolio management and model-based solutions.

Ethan Nelson is a CFP® and Series 66-registered advisor with Wells Fargo Clearing, where he has worked since 2016. He has a total of 10 years of industry experience, including two years at WELLS FARGO Advisors, LLC. Nelson serves on the finance committee of the Boys and Girls Club of Bloomington Normal, assisting with budget preparation and financial monitoring. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Meinhold serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Over his 21-year career, he has developed a practice grounded in educating clients and addressing their individual financial ambitions. His approach emphasizes creating personalized plans that consider clients’ unique perspectives and priorities. John's expertise includes areas such as divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John earned his bachelor's degree from Illinois State University and is affiliated with the College for Financial Planning. Outside of his professional work, John is involved in his community through Make A Wish and various board positions on local organizations. His personal interests include baseball, golfing, and spending time with his family.

Byron Hendren is a financial advisor at Ameriprise in Bloomington, IL, with 33 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1992. He holds Series 63 and Series 65 credentials. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Laura Freyman is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She previously worked in various roles at Illinois State University and is currently an associate wealth advisor at Renaissance Wealth Management. Outside of her advisory work, she serves on the fund development committee of the Girl Scouts of Central Illinois and is vice chair of the McLean County Chamber of Commerce Women Elevate Women nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a large network of independent advisors, utilizing multiple program structures and access to both affiliated and third-party portfolio managers.

Chad Imhof is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

Brett McDaniel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2015 after working in the banking industry as a personal banker and branch manager. Brett focuses on delivering holistic wealth management strategies to help clients pursue their short- and long-term financial goals. He specializes in services for endowments, foundations, and non-profits, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income. Brett works closely with clients to identify primary goals such as education funding, tax strategies, and retirement services, providing access to Merrill's investment resources and Bank of America's banking services. Brett holds a Bachelor's degree from Greenville College and an MBA from Illinois State University. He possesses professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is involved in his church community at Eastview Christian Church and values spending time with his wife and four children, enjoying family walks, games, and sports.

Jeffery Neiggemann is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has prior experience at Edward Jones, PRUCO Securities, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Douglas Ulrich is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience and has worked with Cambridge Investment Research Advisors since 2005. Ulrich is also the owner of Financial Security Associates, an independent insurance agency, where he has been active since 1980. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals and combines proprietary and third-party strategies across multiple custody platforms.

David Douglass is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Cambridge-affiliated firms since 2005. Outside of his advisory work, Douglass serves as vice chair of the Evan Junior High Promise Council and is a director on the Beyond the Books Educational Foundation Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and varied investment strategies tailored to client objectives.

Joshua Hardt is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, Hardt serves as a trustee for St. Paul Lutheran Church of Lexington and is a managing member of an LLC involved in property ownership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Elizabeth Johnston is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Fleming Financial Solutions. Outside of advising, Johnston serves as a local elected official and vice-chair of the McLean County Board, and operates a private counseling practice providing individual and family counseling. OSAIC serves a diverse range of clients including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing across multiple investment platforms.

Bruce Schieler is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2021, he worked at Wells Fargo Clearing and Heartland Bank and Trust Company. Outside of his advisory role, he is a partner in Schieler Development, LLC, which is involved in real estate development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.

Kristi Archer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options within its broader financial product offerings.

John Chapman is a financial advisor with Wells Fargo Clearing in Peoria, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Aaron Mc Combs is a financial advisor with Edward Jones in Mackinaw, IL. He holds the Series 66 designation and has one year of experience with Edward Jones, following thirteen years at Auto-Owners Insurance. Outside of his advisory role, he is a co-owner of a farmland property in Astoria, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Shawn Finlen is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Principal Financial Group, Country Financial, and The World Bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Linda Kimber is a CFP®-credentialed financial advisor at Edward Jones with 38 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1987. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Christopher Ayers is a financial advisor with Thrivent Investment Management in Bloomington, IL, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Ayers serves as Advisory Board President for the Salvation Army and is an Emeritus Board Member of Wishbone Canine Rescue. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers a consolidated billing option combining planning with managed-account services, but does not provide discretionary portfolio management or institutional advisory selection.