Stephen Raupp is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at LPL Financial since 2010 and concurrently at Bank of Springfield since 2007. In addition to his advisory role, Raupp is involved in selling term and whole life insurance products through a bank insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Troy Klunick is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. His work history includes roles at Cetera Wealth Services, Avantax Investment Services, and ESP Wealth Management, alongside a nine-year tenure as a tax manager at Eck, Schafer & Punke LLP. Outside of advising, he serves as treasurer for the Capital Area Sports Commission, a nonprofit focused on youth and amateur sports events in Springfield, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Joshua Edmonds is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Woodbury Financial Services, OSAIC, and Pearl Insurance Group LLC. Edmonds is also the owner of Legacy Private Wealth Advisors, where he provides investment advisory and insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies and multiple custody arrangements.

Mitch Wallner is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 credential and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in several business ventures including a restaurant and entertainment space, as well as management and oversight roles in storage unit operations and residential rental property investments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support along with access to asset management through multiple third-party managers. The firm operates a hybrid referral and implementation model that incorporates both advisory and brokerage channels and emphasizes individualized client planning.

Eric Ullian is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Amazon, Dober, and teaching positions at St. Ambrose University and Lincoln-Way West High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Trevor Anslyn is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation and bringing six years of industry experience. His prior work includes roles at Pruco Securities LLC, Konica Minolta, and Wells Fargo. He has been with Edward Jones since 2019. 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 with a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Hamilton is a Series 66 licensed financial advisor with LPL Financial, based in Springfield, IL, and has two years of industry experience. Prior to joining LPL Financial, he worked at Bank of Springfield and Ameriprise Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Jonathan Gibson is a financial advisor with Merrill in Springfield, IL, holding Series 63 and Series 66 credentials and totaling 13 years of industry experience. He previously worked at Marine Bank & Trust, part of United Community Bank, from 2013 to 2020 before joining Merrill. 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 institutional investors.

David Travis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MetLife Securities Inc. Outside of his advisory role, he is involved with Employee Benefit Solutions in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal and third-party research and technologies.

Brent Leach is a financial advisor with Cetera, holding the Series 66 designation and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and 1st Global Capital Corp before joining Cetera in 2025. Outside of his advisory role, Leach is an equity partner and managing partner of the tax practice at Eck, Schafer & Punke, LLP, a public accounting firm. He also serves as the treasurer of the Dana-Thomas House Foundation, a nonprofit dedicated to preserving the Frank Lloyd Wright Dana-Thomas House in Springfield, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

John Cravens is a financial advisor with Cetera in Springfield, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Cetera since 2003 and also has extensive prior experience at PEHLMAN & DOLD. Outside of advising, he owns and operates CPA and tax consulting businesses and serves as treasurer for a local water sales cooperative. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and a variety of program structures.

Kasey Petrilli is a financial advisor with Edward Jones in Springfield, IL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Edward Jones in 2023, Kasey worked over a decade at Horace Mann Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kyle Edmiston is a financial advisor with Edward Jones in Springfield, IL. He holds the ChFC® designation and Series 66 license and has five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Bank NA for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment options. The firm operates under a fiduciary standard and is notable for its large retail advisor network and comprehensive capabilities beyond advisory services.

Kevin Frontone is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. He previously worked at Edward Jones for 19 years. Outside of his advisory role, he is involved in independent insurance brokering specializing in universal and term life insurance. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Louis Guene is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked at the Illinois Department of Public Health and held positions at Illinois College as well as roles outside of finance. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

Andrew O Brien is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Hunt is a financial advisor with Primerica Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been associated with PFS Investments, Inc. since 2006 and Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services supported by BNY Mellon Advisors and Pershing.

Mary Cavanagh is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as a general board member of the Lake Shore Improvement Association in Springfield, helping to organize social events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Michael Christofanelli is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Jackson National Life Distributors, and SII. Christofanelli is also an agent with Signature Financial Group, LLC, where he is involved in sales and marketing of fixed annuities, securities, investment advisory, and insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for clients.

Phillip Cox is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Sherman, IL. 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 wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.