Carolyn Davis is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2000. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Gillis is a financial advisor with Edward Jones in Pekin, IL, holding a Series 66 license and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Bass Pro Shops from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Edward Sutter is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Micah Lemoine is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. His prior roles include positions at Northwestern Mutual from 2013 to 2017. In addition to his advisory work, he is engaged in individual life and annuity insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative planning processes using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning services.

Tina Haynie is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2013. Tina’s spouse serves as the General Director of Adelphos USA, a non-profit missions agency in Pekin, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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 at LPL Enterprise with a Series 66 credential and two years of industry experience. His background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, along with service in the United States Air Force. He is also involved with United Contractors Midwest. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory, and brokerage services through an integrated platform.

Matthew Friddle is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Equity First Credit Union and The Prudential Insurance Company of America. Outside of advising, he maintains outside employment with Instacart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Robert Young is a Senior Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2007. He specializes in delivering personalized financial and retirement planning guidance tailored to the unique priorities and complexities of individuals, families, and businesses. Utilizing the extensive research and insights available through Merrill Lynch, Robert and his team develop disciplined, customized wealth management strategies to address a comprehensive range of financial needs. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, and tax minimization. Robert holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Lewis University. A lifelong resident of Peoria, Robert is committed to community service and is a past recipient of the Creve Coeur Club’s Nova Award for his contributions. Outside of his professional work, he is active in the aviation community and enjoys flying with his friends and family.

Kimberly Mitchell is a Wealth Management Advisor specializing in comprehensive financial planning and wealth management strategies. She has been with Merrill Lynch Wealth Management since 1996, bringing extensive experience from a previous 13-year career as an executive and officer of a leading national retailer. Kim collaborates closely with a select circle of affluent client families nationwide, focusing on corporate executive services, education planning, family wealth management, personal retirement planning, tax minimization, and retirement income. Kim holds the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor (CRPC) 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 undergraduate degree from Bradley University in 1982. Kim serves as an advisor to Bradley University's College of Health, Education and Sciences and is a member of the Peoria Women's Club. Through the Mitchell Miller Group, Kim applies a planning-based approach that emphasizes estate planning alongside investment strategies to guide clients toward their key financial goals. Her approach involves identifying clients' financial needs and goals and constructing portfolios designed to align with clients' personal objectives and risk tolerance. Kim's dedication to client service extends to supporting families through life's transitions with a focus on preserving wealth, lifestyle, and legacy.

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.

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. She has 28 years of industry experience, including roles at Metlife Securities Inc., MassMutual Life Insurance, and Mass Mutual Investors Services. Outside of her advisory work, she is involved in a business entity related to riverfront properties for tax and administrative purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Angelica Phipps is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Northwestern Mutual, and IFP. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios that include a variety of investment types, managed on discretionary or non-discretionary terms.

Eric Obalil is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Ic Advisory Services, The Investment Center, and Royal Alliance Associates. He serves on the board of the Washington Township United Fund and owns Alexander Financial, an insurance and benefits business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers a variety of investment solutions, including proprietary models and access to unaffiliated strategists, tailored to client objectives across multiple custody platforms.

David Hohmann is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, Grove Point Investments, Nest Egg Wealth Management, and H. Beck, Inc. He is involved in managing an insurance agency providing health sharing accounts, Medicare supplements, and life insurance products. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs.

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. Michael holds the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations, and he earned a Bachelor's degree in Finance from Northern Illinois University. Michael works with clients on estate and succession planning, investment portfolio management, and education regarding investment holdings, performance, and risk. As a specially qualified Senior Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, individual and corporate investment strategy, and tax minimization. He is involved in several community organizations, serving as a board member emeritus for the Salvation Army of Peoria, Illinois, and co-founding the Greater Peoria Chess Foundation, on whose board he serves. Michael has coached youth soccer and chess and is actively involved with Easter Seals, St. Thomas Church, and St. Vincent de Paul Society. He resides in Peoria with his wife, Karen, and enjoys traveling, running, hiking, biking, reading, chess, and spending time with his grandchildren.