Jeffery Neiggemann is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Edward Jones, and the Knights of Columbus. 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 approach is primarily model-driven, using portfolios from LPL’s Research Department, third-party strategists, and TAMP sponsors, and it offers services including financial planning, access to third-party asset managers, and participation in a wrap program.

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 in Pontiac, Illinois, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Cambridge since 2005 and also works as an independent insurance agent. Douglass serves as vice chair of the Evan Junior High Promise Council and is a director on the Beyond the Books Educational Foundation Board, reviewing grant applications. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and model-based solutions 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.

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.

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® with 39 years of industry experience, all of which she has spent at Edward D. Jones & Co., L.P. She holds Series 63 and Series 65 licenses and is based in Bloomington, 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating 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.

Kevin Moore is a financial advisor with LPL Financial in Bloomington, IL, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. Moore is involved with Medicare Back Office, where he refers clients and prospects related to Medicare services. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Waldorf is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he receives oil royalty payments from inherited mineral rights. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Deneen is a financial advisor with Wells Fargo Clearing in Bloomington, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, Deneen serves on the endowment board for Corpus Christi Catholic School and is a member of the finance committee at Holy Trinity Parish. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michele Heller is a financial advisor with Merrill in Bloomington, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2009. 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.

Keith Maurer is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Trenton Miller is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Edward Jones in Normal, IL. His prior experience includes roles at Savant Wealth Management and Clifton Larson Allen, LLP. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Anthony Gingerich is a financial advisor with Thrivent Investment Management in Bloomington, Illinois, holding a Series 66 credential and eight years of industry experience. He previously worked at Heartland Bank and Trust Company before joining Thrivent Financial and Thrivent Investment Management in 2017. Outside of his advisory role, Gingerich owns and operates a crop farm producing corn, soybeans, and wheat, and serves as a board member for LifeWise Academy, a nonprofit providing Biblical instruction to students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics, without including implementation.

Scott Pullen is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill, he worked at Walmart Inc. for 12 years. 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.

David Laube is a financial advisor with Cetera Wealth Services, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Securian Financial Services, GCG Financial Inc., and Financial Design Group. Laube serves on advisory boards for the American Heart Association Bloomington Normal and the American Red Cross Central & Southern Illinois Region, and consults for the Iowa Club. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Kettra Baker is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory work, she manages B-Sharp Entertainment, a family business focused on non-investment activities. 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 offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.