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 with Cetera, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Raymond James Financial, Morgan Stanley, UBS Financial Services, Merrill, and Lakeside Wealth Management Group. He is based in Bloomington, IL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, incorporating model portfolios, third-party managers, and customized strategies across various program structures.

Trenton Miller is a CFP® and ChFC® with four years of industry experience, currently serving as a financial advisor at Edward Jones in Normal, IL. His prior experience includes roles at Savant Wealth Management and Clifton Larson Allen, LLP. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Commerce Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and various affiliated trust and insurance services.

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, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2010 and previously held positions at Morgan Stanley, Citigroup Global Markets, and Merrill. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a network of investment adviser representatives.

Jason Mc Peak is a financial advisor with Thrivent Investment Management in Normal, Illinois. He holds Series 63 and Series 66 licenses and has 18 years of experience in the financial services industry. His work history includes roles at Modern Woodmen of America, Heartland Bank and Trust Company, and COUNTRY Capital Management Company, along with self-employed consulting assignments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across a range of financial planning topics. The firm offers these services through a nationwide network of advisors, maintaining planning and managed-account services as distinct offerings.

John Conlisk is a CFP® professional with 14 years of industry experience. He currently works at LPL Enterprise and previously spent 14 years at Edward Jones. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities, using a model-driven investment approach with access to third-party asset managers and financial planning services.

Karen Fleming is a financial advisor at OSAIC with 39 years of industry experience. She previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Fleming holds Series 63 and Series 65 licenses. She serves as Board President of the Family Community Resource Center, a nonprofit focused on educational programs for teen girls, and is a member chair of the professional women's service club Soroptimist International of Bloomington-Normal. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, using asset-allocation tools and a range of investment vehicles across discretionary and non-discretionary accounts.

Garry Winterland is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Nancy Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 39 years of industry experience. She has worked with multiple firms, including Cetera Advisors LLC and First Allied Advisory Services, before joining LPL Financial in 2024. Armstrong is also involved in tax preparation and accounting through Zimmerman & Armstrong Tax Services. 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 with multiple investment strategies and technology tools to support its network of over 22,800 advisors.