Duane Sieren is a Series 66-credentialed financial advisor with Edward Jones in Springfield, IL, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Monsanto for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Noonan is a financial advisor at Morgan Stanley with 42 years of industry experience. His prior work includes roles at Bank of America and Merrill, each for 15 years. Outside of finance, he is a limited partner in Dreaming in Colour LLC, a music publishing and writing business based in Springfield, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Elamparithi Rajaguru serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 11 years of experience as a Merrill advisor, he specializes in helping individuals, families, business owners, executives, and retirees navigate complex financial decisions. His areas of expertise include college education planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income planning. Elamparithi holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned his Master's of Business Administration (MBA) from Southern Illinois University and a Bachelor's Degree from Anna University. His approach involves coordinating investment, retirement, tax, estate, and risk management strategies into unified plans tailored to his clients' long-term goals. Outside of his advisory role, Elamparithi remains actively involved in organizations that support business development, community engagement, and youth initiatives throughout Central Illinois. He also enjoys cooking, music, and spending time with his family.

Ryan Kaiser is a financial advisor with LPL Enterprise in Springfield, IL, holding CFP® and ChFC® designations and with 18 years of industry experience. He has previously worked with Prudential Insurance Company of America and Cornerstone Financial Services. Kaiser serves as an adjunct faculty member at the University of Illinois Springfield and is a board member of Senior Services of Central Illinois. LPL Enterprise 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 employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program through a network of investment adviser representatives.

Melissa Summers is a Series 66-licensed financial advisor with J.P. Morgan Securities. She has been with the firm and JPMorgan Chase Bank since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a combination of quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria in its investment recommendations.

Henry Enno is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2017, he worked at Morgan Stanley Private Bank from 2015 to 2017. Outside of his advisory role, he manages a small family farm as a trustee of the Dolores Enno Trust alongside his brother. Stifel serves a diverse range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Timothy Healy is a financial advisor with Edward Jones in Springfield, IL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, Healy serves as a council member on the Blessed Sacrament Parish Finance Council. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jill Copeland serves as a Resident Director at Merrill, bringing over 30 years of experience in the financial services industry. She is committed to delivering knowledgeable, integrity-driven guidance and building long-standing relationships rooted in trust. Jill provides clients with access to the investment insights of Merrill and the banking convenience of Bank of America, focusing on personalized wealth management strategies that align with clients' long-term goals. Her expertise encompasses a broad spectrum of client focus areas including college education planning, family wealth management, liquidity management, philanthropic planning, and retirement income. Jill holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Illinois College and completed her high school education at Routt Catholic High School. Jill actively participates in community organizations including the Morgan County Fair in Jacksonville, IL, Our Saviour School in Jacksonville, IL, and Sojourn Shelter in Springfield, IL. She is associated with Sojourn Shelter and Services and is devoted to contributing to the communities served through her professional and volunteer efforts.

Dana Frydenger is a financial advisor with Primerica Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at AGCO Corporation, Austin Industries, PFS Investments Inc., Clearbrook, and Primerica Financial Services. She is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Thomas Pape is a financial advisor at Wells Fargo Advisors in Springfield, IL, holding Series 63 and Series 66 licenses with 40 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Benjamin F. Edwards & Company, Inc., BFE Asset Management, LLC, and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients using a broad range of planning tools and research, addressing various specialized client needs.

Andrew Pittman is a financial advisor with Cetera based in Springfield, IL, holding a Series 66 license and two years of industry experience. He also serves as a manager at Eck, Schafer & Punke, LLP, a CPA firm that provides audit, tax, accounting, and wealth management services. Additionally, he is the treasurer for Local First Springfield, a nonprofit focused on supporting local independent businesses in the Springfield area. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Gary Seitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the investment industry. He began his career at Merrill in the early 1980s and has focused on long-term planning throughout his tenure. Gary works with high net worth clients, businesses, and organizations to assist them in defining and navigating their financial goals. He develops robust wealth management strategies that emphasize in-depth financial solutions and a relationship built on trust. Gary offers personalized financial strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. His expertise includes retirement planning, fixed income and managed plans, Taft Hartley-Union plans, and cash management solutions. He supports clients throughout every stage of their financial life cycle, aiming to help them make confident financial decisions. He holds a bachelor's degree in Finance from the University of Illinois and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Gary has been involved with the Springfield Chamber of Commerce as a past Ambassador, the Springfield Rotary as a past officer, and has served on the boards of Big Brother Big Sister, Goodwill Industries, and March of Dimes. His personal interests include boating, golfing, and traveling.

Nicholas Mc Ghee is a financial advisor with Cetera who holds the Series 66 designation and has three years of industry experience. He has worked with multiple entities within the Cetera network since 2022 and is also involved with M. A. Kluemke and Associates, where he handles administrative and research tasks. Outside of advisory roles, he sells life and health insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms with discretionary and non-discretionary investment strategies.

Concetta Siciliano is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Security Bank, Midwestern Securities Trading Co., and Cook-Witter Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, combining investment research and algorithmic tools to provide written recommendations and ongoing advice.

Holly Herkert is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. She holds a Series 66 license and is based in Springfield, IL. Outside of her advisory role, she is involved in occasional resale activities on Poshmark. 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 over $1 trillion in assets and offers various investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branches.

Maxwell Cook is a financial advisor with LPL Financial in Springfield, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Davis Financial Group, Dovenmuehle Mortgage, and Northwestern Mutual. He also serves part-time at the Bank of Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions supported by extensive resources and technology.

Keith Rechner is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Rechner serves on the Board of Directors for the SIU Center for Family Medicine FQHC and is the president-elect, with a term as president scheduled to begin in April 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of investment programs and third-party asset managers.

Brent Davis is a CFP® professional with 29 years of industry experience, currently serving at Edward Jones in Springfield, Illinois, where he has worked since 1996. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the board of Elegant Research, an organization that assists college business students in starting businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds.

David Milling is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.