Ian Swafford is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at MissionSquare Retirement, MissionSquare Investment Services, LPL Financial, and Edward Jones. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a combination of strategic asset allocation through model portfolios and third-party managed programs, integrating multidisciplinary planning with fiduciary and broker-dealer services.

Alexis Morey is a financial advisor with David Vaughan Investments, LLC in Peoria, IL, holding a Series 66 designation and three years of industry experience. Prior to joining David Vaughan Investments, Alexis worked at Silver Oak Securities and Migration Risk Management. David Vaughan Investments provides discretionary investment management and ancillary wealth services to individual and institutional clients, employing a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation.

Ryan Sewell is a financial advisor with David Vaughan Investments, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Allworth Financial, Wealth Enhancement Group, and E*TRADE Capital Management. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, employing a value-oriented equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client needs.

Trace Gold is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he held roles at Goodfield State Bank, Chipotle, Culvers, and in education at Grant Community High School and Big Hollow Middle School. Gold also maintains a role as a financial advisor with Goodfield State Bank. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary recommendations and third-party management, offering financial planning, portfolio management, and ERISA fiduciary services.

Damon Tomeo is a ChFC® and Series 66 credentialed financial advisor with five years of industry experience. He is currently with Ameritas Advisory Services, LLC and has prior experience at National Financial Group and The ISI Companies. Tomeo is based in Peoria, IL, and partners with a local tax office on some client matters. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Austin Krohe is a Series 66-licensed financial advisor at PNC Wealth Management with one year of industry experience. He previously worked at Hughes Tenney Postlewait & Coale, LLC for five years before joining PNC Bank and subsequently moving to PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to certain employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with annual rebalancing and algorithm-driven portfolio recommendations.

Mark Burnham is a financial advisor with Commonwealth Financial Network in Peoria, IL, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with Commonwealth and Masterplan Financial Group since 2005, where he also serves as vice president and partial owner. Outside of his advisory work, Burnham is the sole owner of a custom rifle-making company and acts as a trustee of an Illinois land trust for a family farm. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a comprehensive platform offering advisory programs, investment management, technology, compliance, and practice-management support.

Tyler Rasmuson is an advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked with Ameritas Investment Company, LLC since 2022 and has operated Rasmuson Financial LLC since 2020. He is also licensed as an independent insurance agent selling fixed insurance products, including life and disability insurance, through the Carillon Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Eric Nelson Jr. is a financial advisor with PNC Wealth Management in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests through approved model strategies managed by PNC or third-party strategists.

Matthew Heflin is a financial advisor with PNC Wealth Management in Peoria, IL. He holds the Series 66 designation and has experience at PNC Bank since 2022 and previously worked at Paradice Hotel and Casino from 2014 to 2022. Heflin joined PNC Wealth Management in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering available by invitation to employees with existing PNC Bank online credentials. The program uses algorithm-driven risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jasen Barnhart is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. He has worked with PNC Investments since 2022 and previously held roles at PNC Bank, Uftring Nissan, and Weaver Ridge Golf Club. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist pilot that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

Kyle Sheets is a financial advisor with Osaic Institutions, Inc. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Wayne Hummer Investments LLC and Morton Community Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Scott Shirley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2011. Outside of his advisory role, he serves as an assistant softball coach at Illinois Valley Community College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both in-house and third-party strategies across various portfolio types.

Maxwell Cook is a financial advisor at Benjamin F. Edwards & Company, Inc. based in Peoria, IL, holding the Series 66 designation with one year of industry experience. Prior to his current role, he held positions at Kelly's Auto and Powersports and the University of Iowa. He serves as an adjunct professor at Monmouth College, teaching Intermediate Macroeconomics. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial planning services, employing both discretionary and non-discretionary wrap programs managed internally and through third parties.

Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial planning services through fee-based wrap programs and manages tens of billions in assets with several hundred advisors.

William King is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments Inc from 2009 to 2017. King serves as Managing Director at KB Elliott Financial Advisors and is active in portfolio management and client advisory roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support tailored investment solutions.

Seth Burnham is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. He has worked at Commonwealth and Masterplan Financial Group since 2023. Outside of his advisory role, he owns Masterplan Wildlife Group, which focuses on wildlife habitat improvement and hunting strategy. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice management, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has previously worked at NBT Capital Management Inc. and Alliance Benefit Group. Laine has been with Benjamin F. Edwards since 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that combine discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Christopher Meers is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Charles Schwab and multiple positions within State Farm’s insurance and investment management divisions. Benjamin F. Edwards & Company provides investment and brokerage services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and consulting services through fee-based wrap programs, supported by a large team of advisors and significant assets under management.

Tammy Ashton is a Series 66 licensed advisor with Benjamin F. Edwards & Company, Inc. in Peoria, Illinois, where she has worked since 2009. She has 20 years of industry experience. Outside her advisory role, she serves as Attorney-in-Fact for her parents in Portage, Indiana. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of actively and passively managed strategies monitored by an Investment Strategy Committee.