Louis Guene is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked at the Illinois Department of Public Health and held positions at Illinois College as well as roles outside of finance. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement income planning advice and written Recommendation Reports focused on dependable income and tax-aware withdrawal strategies.

Andrew O’Brien is a Series 66-licensed advisor with J.P. Morgan Securities, based in Springfield, IL, and has 19 years of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and Chase Investment Services Corp. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan financial organization.

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.

Phillip Cox is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Sherman, IL. 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 range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Brett Hage is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He is a partner at Humke & Hage P.C., providing tax and accounting services to individuals and small businesses. Hage has worked at Cetera and related affiliated firms since 2019. 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 range of portfolio management and retirement services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

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 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.

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.

James Rowley is a Series 66 licensed financial advisor with Edward Jones in Rochester, Illinois, where he has worked since 2015. He has 10 years of industry experience and also has a longstanding role with the Rochester School District 3A. Outside of his advisory work, he owns and operates a deck staining business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and offices.

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 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Benjamin F. Edwards & Company, Inc., and A. G. Edwards & Sons, Inc. He has been with Wells Fargo in various capacities since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using proprietary research and tools to develop recommendations.

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.