Damon Hofstrand is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Merrill since 1995 and has worked concurrently with Bank of America since 2011. Outside of his advisory work, he owns a farmland business in North Dakota and performs in a family musical group with his sons. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of advising, Campbell has involvement in commercial real estate ownership and property management through several individual and co-owned entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and annual advice focused on income stability and tax-aware withdrawal strategies.

James Weaver is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial and Bank of Springfield since 2010. Outside of advisory work, he is involved with The Clubhouse, an indoor baseball and softball facility rented by teams for practices. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Rachel Rockford is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she worked at Aldi for several years. 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 programs and investment solutions through a large nationwide network of financial advisors.

Michael Witsman is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2018, and previously with Pruco Securities and The Prudential Insurance Company of America from 2013 to 2018. Outside of his advisory role, he serves on the boards of the Springfield American Business Club and the Central Illinois Boys and Girls Club, where he holds leadership positions, and he works as a soccer referee. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

Bree Heineman is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chad Golembeck is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 21 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Nancy Snyders is a financial advisor with Merrill in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Merrill since 1990. Outside of her advisory role, she performs data input work for St. John's Lutheran Church in Springfield. Merrill, along 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.

Lesley Hall is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Blaine Lacy is a financial advisor with Edward Jones in Taylorville, IL, holding CFP® and Series 66 designations and eight years of industry experience. He has been with Edward Jones since 2017 and was previously employed at Lakeshore Golf Course. Outside of his advisory role, he is a member and registered agent of L&M Capital Solutions LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Joseph Iacono is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as a board member for the Isles of Caloosa Homeowners Association and Isles of Caloosa Park. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party asset management programs without sponsoring its own wrap fee program.

Mark Schultz is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at the State of Illinois, Springfield Clinic, Molex, and service in the U.S. Air Force and Air Force Reserves. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Cornwell is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to his advisory career, he was involved in the automotive and tree service industries. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Bailey Hamilton is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade, Alliance Bank, and Southeast Missouri State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and maintains a formal advisory role for multiple registered investment companies.

Riley Lewis is a financial advisor at Equitable Advisors with two years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including at Best Buy as a Product Flow Specialist. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Joseph Shaffer is a financial advisor at LPL Financial based in Springfield, IL, holding a Series 66 designation. He has experience working at Bank of Springfield and has held roles in education and community organizations, including Lincoln Community High School and The University of Illinois Springfield. He was also involved with The Oaks Golf Course and the Lincoln Park District. 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, utilizing various investment strategies and technology tools, supported by a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Grace Vincent is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, she held various roles including positions at 1st Street Lounge and Southern Illinois University Edwardsville. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Patricia Mackiw is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she serves on finance and investment committees for the St. Nicholas Ukrainian Catholic Parish and related charitable organizations in Chicago. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and supports a range of investment programs across retail and institutional markets.

Gregory Pettys is a financial advisor with LPL Financial holding CFP® and ChFC® designations and over 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Prudential, and Bank of Springfield. Outside of advising, he serves as a prison ministry pastor and is the author of the Smart Stepfamily Guide to Financial Planning; he also frequently speaks at conferences and on podcasts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with various investment platforms and technologies, offering customized strategies that include third-party asset management and model portfolios.

Bobbette Horn is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 63 designation and has worked at both Merrill Lynch and Bank of America, NA since 1999. 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.