Kevin Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with a Medicare back-office referral service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

James Waldorf is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he receives oil royalty payments from inherited mineral rights. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Deneen is a financial advisor with Wells Fargo Clearing in Bloomington, IL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, Deneen serves on the endowment board for Corpus Christi Catholic School and is a member of the finance committee at Holy Trinity Parish. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michele Heller is a financial advisor with Merrill in Bloomington, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2009. 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.

Keith Maurer is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Trenton Miller is a CFP®-certified financial advisor with Edward Jones in Normal, IL, bringing four years of industry experience. His previous roles include positions at Savant Wealth Management and Clifton Larson Allen, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad network of financial advisors and branch offices. The firm offers a variety of investment strategies and advisory services under a fiduciary standard, supporting clients with personalized wealth management solutions.

Anthony Gingerich is a financial advisor with Thrivent Investment Management in Bloomington, Illinois, holding a Series 66 credential and eight years of industry experience. He previously worked at Heartland Bank and Trust Company before joining Thrivent Financial and Thrivent Investment Management in 2017. Outside of his advisory role, Gingerich owns and operates a crop farm producing corn, soybeans, and wheat, and serves as a board member for LifeWise Academy, a nonprofit providing Biblical instruction to students. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and written recommendations across a broad range of financial planning topics, without including implementation.

Scott Pullen is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Merrill, he worked at Walmart Inc. for 12 years. 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.

David Laube is a financial advisor with Cetera Wealth Services, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Securian Financial Services, GCG Financial Inc., and Financial Design Group. Laube serves on advisory boards for the American Heart Association Bloomington Normal and the American Red Cross Central & Southern Illinois Region, and consults for the Iowa Club. 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 multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

John Hermann is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside the financial sector, he owns ArtDogs LLC, an attire retailer featuring fine art printed on clothing. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their investment recommendations.

Gary Conley is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, and Commerce Bank. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management services through both advisory and brokerage channels.

Daniel Basham is a Series 66-licensed financial advisor with Edward Jones in Mackinaw, Illinois, where he has worked since 2017. He has eight years of industry experience, including nine years previously with CIT Trucks, Inc. Outside of his advisory role, Basham serves on the board of the Mackinaw Community Center Food Pantry and the Village of Mackinaw Liquor Control Commission. 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 broad range of advisory strategies, combining a large nationwide advisor network with affiliated capabilities including mutual funds, trust services, and securities-based lending.

Hope Pollmann is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation and the Series 66 license. Before joining Edward Jones in 2017, she worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2017. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Davis is a CFP® and CFA® with 18 years of experience in financial advising. He currently works at Cetera and also holds roles at Renaissance Wealth Advisors and Cetera Wealth Services. Davis serves as Chair of the Illinois State University Education Investment Fund and is on the Illinois State University Finance Advisory Board. He is the treasurer of the Kiwanis Club of Bloomington and owns a management company, SMD LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Jacob Kummer is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has 10 years of experience in the financial services industry. 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 under management, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

John Copenhaver is a financial advisor at Edward Jones in Bloomington, IL, with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Foundation Board and Finance Committee at Heartland Community College in Normal, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Matthew Sanders is a CFP® certificant with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Bloomington, IL, he holds a Series 66 license and has been with Edward Jones for the majority of his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of advisors and branch offices.

Rodney Harris is a financial advisor with LPL Financial in Bloomington, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2010. 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, retirement plan consulting, brokerage services, and utilizes model portfolios and research from internal and third-party sources.

Jason Mc Peak is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Modern Woodmen of America, Heartland Bank and Trust Company, and COUNTRY Capital Management Company, as well as independent consulting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management for institutional clients.

John Conlisk is a CFP® professional with 14 years of industry experience. He has worked at Edward Jones for 14 years before joining LPL Enterprise in 2025. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.