Joshua Edmonds is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has six years of industry experience, including prior roles at OSAIC, Woodbury Financial Services, and Pearl Insurance Group. Edmonds is also an owner and Investment Advisor Representative at Legacy Private Wealth Advisors, where he is involved in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through a network of independent financial professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Mitch Wallner is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, for over a decade. Outside of his advisory work, he is involved as a partner and member in several business ventures, including real estate investment, storage unit management, and a restaurant/entertainment enterprise. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through firm-led programs and third-party managers, focusing on personalized client assessment and diversified investment solutions.

Eric Ullian is a financial advisor at Equitable Advisors in Springfield, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Amazon and Dober, as well as work in education at St. Ambrose University and Lincoln-Way West High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs, focusing on personalized client assessment and fiduciary services.

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 financial advisor at Edward Jones in Springfield, IL, with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and the Bank of Springfield. 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 strategies, separately managed accounts, and affiliated mutual funds.

David Travis is a financial advisor at LPL Financial in Springfield, IL, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with several firms including Mass Mutual Investors Services, Metlife Securities, J.P. Morgan Securities, Chase Investment Services, and Equitable Advisors. Outside his advisory role, he is involved with Employee Benefit Solutions, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advanced research and operational tools.

Brent Leach is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1st Global Capital Corp. In addition to his advisory role, he serves as an equity partner and managing partner of the tax practice at Eck, Schafer & Punke, LLP, a public accounting firm, and acts as treasurer for the Dana-Thomas House Foundation, a nonprofit organization dedicated to preserving a historic Frank Lloyd Wright property. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, encompassing discretionary and non-discretionary investment programs.

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 at Edward Jones in Springfield, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Edward Jones in 2023, they worked at Horace Mann Companies from 2011 to 2023. 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 solutions supported by a large 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 22 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 advisory services, he is involved in independent insurance brokering focused on universal and term life policies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual retirement planning advice centered on income sources and tax-aware withdrawal strategies.

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 Series 66-licensed advisor with J.P. Morgan Securities, based in Springfield, IL, and has 19 years of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and Chase Investment Services Corp. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan financial organization.

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.

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.

Brett Hage is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He is a partner at Humke & Hage P.C., providing tax and accounting services to individuals and small businesses. Hage has worked at Cetera and related affiliated firms since 2019. 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 range of portfolio management and retirement services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Joseph Stannard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial markets. He began his financial services career in 1981 and has navigated a wide range of market events and economic scenarios, including periods of high inflation and major market fluctuations. His expertise encompasses equity strategies and portfolio management tailored to different economic conditions. Joseph focuses on building comprehensive wealth management strategies that address individual client needs. His client focus areas include college education planning, family wealth management, LGBT wealth planning, personal retirement planning, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has educational credentials from Griffin High School, Springfield College, the University of Illinois System, and Saint Louis University. Committed to community involvement, Joseph participates in organizations such as the Fun Shop Foundation and Knights of Columbus Council 364, and volunteers with St. John's Hospital Neo-Natal Intensive Unit. His personal interests include adventure sports, camping, cooking, reading, scuba diving, tennis, traveling, and spending time with his family.

Julie Wankel is a financial advisor with Edward Jones in Petersburg, IL, holding the ChFC® and Series 66 designations and bringing nine years of industry experience. Prior to joining Edward Jones in 2017, she was involved with Wankel Farms Partnership for 13 years. Outside of her advisory role, she serves as a board member for the Menard County Planning Commission and has taught classes at Spoon River College. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing over $1 trillion in assets.

Christopher Noonan is a financial advisor at Morgan Stanley with 42 years of industry experience. His prior work includes roles at Bank of America and Merrill, each for 15 years. Outside of finance, he is a limited partner in Dreaming in Colour LLC, a music publishing and writing business based in Springfield, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.