Joshua Carstens is a financial advisor with Robert Baird & Co. in Washington, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Baird since 2015, including a brief period at TD Ameritrade in 2019. Outside of his advisory role, he is a rental property owner. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Todd Sauder is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2009. In addition to his advisory role, he co-owns Good News Financial, Inc. and a tax preparation service, Good News Tax Preparation Service. He also assists with bookkeeping for a family dog breeding business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and has unique affiliations that enhance its municipal and public finance services.

Kyle Baker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. He is also the owner and founder of Blue Peak Insurance & Investments, an affiliated DBA for his LPL business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm primarily uses model-driven investment implementation, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Scott Mabee is a financial advisor with Robert W. Baird & Co. in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of investment strategies and overlay techniques.

Corry Harris is a financial advisor with Edward Jones in North Pekin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Heartland Bank from 2016 to 2017. Harris serves as Executive Board President for Illinois Business Financial Services, a local community development corporation that manages SBA loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and managing over $1 trillion in assets.

Nicolas Madrigal is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and EZ Mortgage, and he owns and manages an insurance agency, River City Insurance Inc. He is also involved in managing rental properties. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple platforms. The firm employs a range of portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Jesse Hall is a financial advisor at Morgan Stanley in Peoria, IL, with eight years of industry experience and a Series 66 credential. He has worked at Morgan Stanley since 2018, including time with Morgan Stanley Private Bank, N.A. He serves as Treasurer for the Peoria Rugby Club. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Kalei Haggard is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation. Haggard joined Morgan Stanley in 2023 and has prior experience working at Kep's Sports Bar and Grill. They studied at the University of Illinois at Urbana-Champaign from 2020 to 2024. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning solutions.

Ian Koch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Grace College and First National Bank of Tremont, as well as involvement with the Tremont Area Park District and a startup called Bushbaby. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers various advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Jeremy Sutton is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 20 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Christopher Petersen is a Series 66 licensed financial advisor at Edward Jones in Pekin, Illinois, with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gregory Nichols is a financial advisor with Ameriprise in Morton, Illinois, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Nichols is involved in retail entrepreneurship as the owner of The Morton Popcorn Shoppe, a gourmet popcorn business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bartt Stevens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates as an independent insurance agent specializing in health and life insurance. Stevens serves as a precinct committeeman for the Republican Party in Tazewell County, Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of portfolio management options across multiple platforms, combining proprietary models and third-party strategies tailored to client objectives.

Lisa Moser is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at LPL Financial since 2014, with prior experience at Commerce Brokerage Services, Inc. and Cambridge Investment Research Advisors. Outside of her advisory role, she is a notary public authorized in the state of Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Riggenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012, bringing over 25 years of experience in the finance industry. Timothy focuses on helping families and business owners reach their financial potential by offering tailored strategies that address the challenges faced by small business owners. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Timothy holds a Bachelor's Degree from Illinois State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his advisory work, Timothy serves as the Third District Councilman in Peoria, where he leads redevelopment efforts in the Historic East Bluff. He and his wife Barbara have five children, including three adult daughters and two high school-aged sons, and have been a foster care family since 2009. In his free time, Timothy enjoys gardening, genealogy, hiking, spending time with family, traveling, amateur landscaping, and running recreationally, including participation in the Steamboat Classic each summer.

David Snider is a financial advisor with Robert Baird & Co. in Dunlap, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert Baird & Co. since 1995. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Eric Graue is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 after spending eight years as a business consultant. Eric holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned a Bachelor of Science degree in General Engineering from the University of Illinois. Over his career, Eric has developed expertise in areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, tax minimization, and retirement income. He applies a thorough approach to client strategies, drawing from his engineering background to keep recommendations simple and understandable. Eric lives in Lincoln, Illinois with his wife and their four children. He is active in his community, serving as Chairman of the Abraham Lincoln Memorial Hospital Foundation, a board member of Memorial Health, and a trustee for Lincoln College. Additionally, he coaches youth sports teams and has held leadership roles in local organizations including the Lincoln/Logan County Chamber of Commerce and Logan County Leadership Academy.

Kyle Rutledge is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Goldman Sachs, BMO Harris Bank, and Swoon Staffing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagement and employer-sponsored agreements.

Jared Harrison is a financial advisor with Edward Jones in Washington, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Bannan is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and bringing 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market modeling techniques.