Griffin Kliewer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Security Bank and Midwestern Securities Trading Company, as well as involvement with nonprofit and educational organizations such as Nexus Financial Discipleship Center and Summit Christian Academy. Outside of advisory work, he is connected to Beyond Basketball. 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, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through various advisory programs.

Tina Haynie is a Series 66–licensed financial advisor with Edward Jones in Peoria, IL, where she has worked since 2013. She has nine years of industry experience. Her spouse serves as General Director of Adelphos USA, a nonprofit missions agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Dominick Leali is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2018 and is a Chartered Financial Analyst (CFA) charterholder. Prior to his current role, Dominick worked for two years as an Equity Research Associate covering the Healthcare and Financial industries. Dominick holds a Bachelor's degree in Economics from Kenyon College, where he also spent a year studying at the London School of Economics and Political Science. He earned a Master of Science in Finance from the Olin School of Business at Washington University in St. Louis. In addition to his CFA designation, he holds the Personal Investment Advisor (PIA) credential. Dominick's client focus areas include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Outside of his professional responsibilities, Dominick is involved with the Peoria Academy. His personal interests include biking, chess, cooking, hiking, table tennis, and tennis.

Jed Otto is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. He is CEO and President of Orchard Financial Group Inc., where he oversees policy, staff management, and client advisory processes. Otto has worked at Cetera since 2013 and at Orchard Financial Group since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, with multiple program structures and access to both affiliated and third-party managers.

Logan Dirks is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, alongside prior service in the United States Air Force. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering non-securities products such as affiliated insurance and trust services.

Matthew Friddle is a financial advisor at LPL Financial in East Peoria, Illinois, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union and The Prudential Insurance Company of America. Outside of his advisory work, he maintains employment with Instacart. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, third-party asset management, and institutional platforms to a wide range of clients including individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with technology and offers a broad array of advisory and non-advisory financial services.

Robert Young Jr. is a financial advisor with Merrill in Peoria, IL, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BBE&T LLC, an entity established to manage personal asset protection related to a short-term rental property. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and integrates closely with Bank of America’s broader banking and capital markets platform.

Kimberly Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. After a 13-year career as an executive of a large national consumer retailer, she joined Merrill in 1996. She has served as Resident Director for the firm and led the Central Illinois Professional Development Program for Merrill Financial Advisors. Kim holds the Certified Financial Planner (CFP®) certification, the Chartered Retirement Planning Counselor™ designation, and the Retirement Benefits Consultant (RBC) title. She completed her master's degree in financial planning through the College for Financial Planning and earned her bachelor's degree from Bradley University. Kim serves as an advisor to the Bradley University College of Health, Education and Sciences and is a member of the Peoria Women's Club. Her client focus areas include corporate executive services, education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of her professional work, Kim enjoys horseback riding, sewing, and spending time with her family. She and her husband live in Germantown Hills on a horse hobby farm and actively participate in horse shows and family activities.

Todd Barlow is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Barlow serves as an industry panelist for NASD dispute resolution and is the president of the board for GenOn Ministries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Cheryl Reed is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes over a decade with Raymond James Financial and prior roles at Busey Investment Services and South Side Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network and a variety of portfolio management strategies.

Mc Kenna Richardson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Richardson worked at Morton Community Bank and Commerce Bank. Outside of finance, Richardson has held roles in the hospitality sector, including positions at The Forge Steakhouse and West Dublin Pub. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Morgan Ferrenburg is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2021, he worked in various roles including positions at Illinois State University and Heartland Community College. 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 and profit-sharing plans, corporations, and charitable organizations.

Alicia Curtis is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Curtis is involved in a tax and investment-related business entity called Curtis and Dearing Riverfront Properties, established for office expense purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies, model portfolios, and institutional platforms.

Benjamin Lawson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Prudential Financial from 2012 to 2023, followed by positions at COUNTRY Capital Management and COUNTRY insurance affiliates before joining LPL Enterprise and Legacy Retirement Strategies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions, using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Andrew Chambers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Chambers serves as a board member and investment committee member for Illinois Valley Public Telecommunications in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1978 and holds Series 7 and 66 FINRA registrations, along with Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. He earned a Bachelor's degree in Finance from Northern Illinois University. Michael specializes in managing estate and succession planning needs, investment portfolios, and assisting clients in understanding their investment holdings, performance, and risks. He is a specially qualified Senior Portfolio Manager, authorized to manage discretionary personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Michael collaborates with other Merrill advisors to provide these strategies to their clients. In addition to his professional work, Michael serves as Board of Directors Emeritus for the Salvation Army of Peoria, Illinois, and received the Salvation Army William Booth Award in 1993. He co-founded and serves on the board of the Greater Peoria Chess Foundation. He has coached soccer and youth chess and is actively involved with Easter Seals, St. Thomas Church, and the St. Vincent de Paul Society. Michael resides in Peoria with his wife, Karen, and enjoys traveling, running, hiking, biking, reading, chess, and spending time with his grandchildren.

Nathan Hamm is a financial advisor with Morgan Stanley in Peoria, Illinois, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Edward Jones, as well as six years at Archer Daniels Midland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Sharbel Shanine is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has worked at Legacy Investment Services and Woodbury Financial Services, Inc. in addition to his current role. Shanine is also involved in the sales and service of traditional insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Jeffrey Doeden is a financial advisor with LPL Financial in East Peoria, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial and its DBA Doeden Asset Management since 2022, and previously held roles at Kestra Advisory and WFG Advisors. Outside of advising, he operates a tax preparation and accounting business called Doed Knows Taxes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lisa Passwater is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 credential and bringing 22 years of industry experience. She previously worked at Merrill from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.