Loren Gallup is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory career, he is also involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Jonathan Gibson is a financial advisor with Merrill in Peoria, IL, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked for Marine Bank & Trust, part of United Community Bank, from 2013 to 2020. 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 plans, corporations, and charitable organizations.

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.

Peter Kates is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has one year of industry experience and previously worked for Peoria Public Schools District 150 for 29 years and owned Avanti's Italian Restaurant for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Kyle Baker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. He is also the owner and founder of Blue Peak Insurance & Investments, an affiliated DBA for his LPL business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm primarily uses model-driven investment implementation, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Nicolas Madrigal is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and EZ Mortgage, and he owns and manages an insurance agency, River City Insurance Inc. He is also involved in managing rental properties. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs a range of portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Jesse Hall is a financial advisor at Morgan Stanley in Peoria, Illinois, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Midwestern Securities Trading Co. LLC and South Side Trust and Savings Bank. Outside of his advisory work, Hall serves as treasurer for the Peoria Rugby Club. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and focuses on advisory services without providing individual security recommendations as part of standalone plans.

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.

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.

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.

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.