James Hunt is a financial advisor with Primerica Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been associated with PFS Investments, Inc. since 2006 and Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services supported by BNY Mellon Advisors and Pershing.

Mary Cavanagh is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as a general board member of the Lake Shore Improvement Association in Springfield, helping to organize social events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Michael Christofanelli is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Jackson National Life Distributors, and SII. Christofanelli is also an agent with Signature Financial Group, LLC, where he is involved in sales and marketing of fixed annuities, securities, investment advisory, and insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for clients.

Brett Hage is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He is also a partner at Humke & Hage P.C., where he provides tax and accounting services to individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Joseph Stannard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over four decades of experience in the financial markets. He began his financial services career in 1981 and has navigated a wide range of market events and economic scenarios, including periods of high inflation and major market fluctuations. His expertise encompasses equity strategies and portfolio management tailored to different economic conditions. Joseph focuses on building comprehensive wealth management strategies that address individual client needs. His client focus areas include college education planning, family wealth management, LGBT wealth planning, personal retirement planning, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and has educational credentials from Griffin High School, Springfield College, the University of Illinois System, and Saint Louis University. Committed to community involvement, Joseph participates in organizations such as the Fun Shop Foundation and Knights of Columbus Council 364, and volunteers with St. John's Hospital Neo-Natal Intensive Unit. His personal interests include adventure sports, camping, cooking, reading, scuba diving, tennis, traveling, and spending time with his family.

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 is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 11 years of experience. He holds several professional designations including Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach involves coordinating investment, retirement, tax, estate, and risk management strategies into comprehensive plans tailored to each client's goals. Mr. Rajaguru specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, tax minimization, and individual and corporate investment strategies. He works closely with a diverse clientele including individuals, families, business owners, executives, and retirees to help them navigate financial decisions with confidence. He earned his Master's of Business Administration (MBA) from Southern Illinois University and a Bachelor's Degree from Anna University. Beyond his advisory role, he is actively involved in community organizations supporting business development, community engagement, and youth initiatives in Central Illinois. His personal interests include cooking, music, and spending time with his family.

Ryan Kaiser is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and 18 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kaiser serves as a nonprofit board member for Senior Services of Central Illinois and is an adjunct faculty member at the University of Illinois Springfield. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to managed portfolios through advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and supports lending programs such as the Secured Credit Account.

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 in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

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 with 39 years of industry experience. He has held roles within various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, with tailored recommendations based on proprietary research and tools.

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.