Todd Sheridan is a financial advisor at David Vaughan Investments, LLC with 26 years of industry experience. He has been with David Vaughan Investments since 1999. Todd holds a Series 63 designation. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals, trusts, and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach, offering customized asset allocation and comprehensive performance reporting.

Ian Swafford is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at MissionSquare Retirement, MissionSquare Investment Services, LPL Financial, and Edward Jones. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a combination of strategic asset allocation through model portfolios and third-party managed programs, integrating multidisciplinary planning with fiduciary and broker-dealer services.

Alexis Morey is a financial advisor with David Vaughan Investments, LLC in Peoria, IL, holding a Series 66 designation and three years of industry experience. Prior to joining David Vaughan Investments, Alexis worked at Silver Oak Securities and Migration Risk Management. David Vaughan Investments provides discretionary investment management and ancillary wealth services to individual and institutional clients, employing a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation.

Ryan Sewell is a financial advisor with David Vaughan Investments, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Allworth Financial, Wealth Enhancement Group, and E*TRADE Capital Management. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, employing a value-oriented equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client needs.

Trace Gold is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he held roles at Goodfield State Bank, Chipotle, Culvers, and in education at Grant Community High School and Big Hollow Middle School. Gold also maintains a role as a financial advisor with Goodfield State Bank. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary recommendations and third-party management, offering financial planning, portfolio management, and ERISA fiduciary services.

Damon Tomeo is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 66 license, with five years of industry experience. He previously worked at The ISI Companies and has been with Ameritas and its affiliated entities since 2021. Outside of his advisory role, he partners with a tax services firm on some clients and is involved in managing a family-owned rental real estate LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting through a range of strategies and affiliated investment adviser representatives.

Austin Krohe is a Series 66-licensed financial advisor at PNC Wealth Management with one year of industry experience. He previously worked at Hughes Tenney Postlewait & Coale, LLC for five years before joining PNC Bank and subsequently moving to PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an online discretionary model account available by invitation to certain employees. The firm utilizes approved model strategies executed via mutual funds and ETFs, with annual rebalancing and algorithm-driven portfolio recommendations.

Mark Burnham is a financial advisor with Commonwealth Financial Network in Peoria, IL, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with Commonwealth and Masterplan Financial Group since 2005, where he also serves as vice president and partial owner. Outside of his advisory work, Burnham is the sole owner of a custom rifle-making company and acts as a trustee of an Illinois land trust for a family farm. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a comprehensive platform offering advisory programs, investment management, technology, compliance, and practice-management support.

Tyler Rasmuson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked at Ameritas Investment Company, LLC since 2022 and operates Rasmuson Financial LLC. Additionally, he is licensed as an independent insurance agent to sell fixed insurance products, including life and disability insurance. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house model portfolios and third-party managers, with a platform integrated alongside Ameritas affiliates to serve a broad range of client needs.

Eric Nelson Jr. is a financial advisor with PNC Wealth Management in Peoria, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with PNC Wealth Management since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and invests through approved model strategies managed by PNC or third-party strategists.

Matthew Heflin is a financial advisor with PNC Wealth Management in Peoria, IL. He holds the Series 66 designation and has experience at PNC Bank since 2022 and previously worked at Paradice Hotel and Casino from 2014 to 2022. Heflin joined PNC Wealth Management in 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering available by invitation to employees with existing PNC Bank online credentials. The program uses algorithm-driven risk assessments to select investment models managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Jasen Barnhart is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. He has worked with PNC Investments since 2022 and previously held roles at PNC Bank, Uftring Nissan, and Weaver Ridge Golf Club. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist pilot that uses algorithm-driven risk assessments and invests via approved mutual funds and ETFs with annual rebalancing.

Kyle Sheets is a financial advisor at OSAIC Institutions, Inc. with nine years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and currently holds a Series 66 designation. Sheets is also associated with Morton Community Bank in a financial advisor role. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a broad range of solutions including financial planning, ERISA plan services, alternative investments, and lending options, delivered primarily through a network of investment adviser representatives.

Scott Shirley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Benjamin F. Edwards since 2011. Outside of his advisory role, he served as an assistant softball coach at Illinois Valley Community College during the 2022 season. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of investment management and advisory services that include firm-developed and third-party model strategies with ongoing portfolio oversight.

Maxwell Cook is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience in both financial services and education. Outside of advising, Cook serves as an adjunct professor at Monmouth College, teaching an Intermediate Macroeconomics course. Benjamin F. Edwards & Company is a registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory and consulting services alongside access to various model strategies and managed account solutions.

Jeffrey Engelbrecht is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm’s investment approach relies on algorithmic risk assessments and third-party managed model strategies executed with mutual funds and ETFs.

William King is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments Inc from 2009 to 2017. King serves as Managing Director at KB Elliott Financial Advisors and is active in portfolio management and client advisory roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support tailored investment solutions.

Seth Burnham is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. He has worked at Commonwealth and Masterplan Financial Group since 2023. Outside of his advisory role, he owns Masterplan Wildlife Group, which focuses on wildlife habitat improvement and hunting strategy. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice management, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has previously worked at NBT Capital Management Inc. and Alliance Benefit Group. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence, monitoring, and periodic rebalancing.