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 with Osaic Institutions, Inc. and holds a Series 66 designation. He has 10 years of industry experience, including roles at Wayne Hummer Investments LLC and Morton Community Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser and broker-dealer structure.

Scott Shirley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2011. Outside of his advisory role, he serves as an assistant softball coach at Illinois Valley Community College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both in-house and third-party strategies across various portfolio types.

Maxwell Cook is a financial advisor at Benjamin F. Edwards & Company, Inc. based in Peoria, IL, holding the Series 66 designation with one year of industry experience. Prior to his current role, he held positions at Kelly's Auto and Powersports and the University of Iowa. He serves as an adjunct professor at Monmouth College, teaching Intermediate Macroeconomics. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial planning services, employing both discretionary and non-discretionary wrap programs managed internally and through third parties.

Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials 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 serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment strategies and financial planning services through fee-based wrap programs and manages tens of billions in assets with several hundred advisors.

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., holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has previously worked at NBT Capital Management Inc. and Alliance Benefit Group. Laine has been with Benjamin F. Edwards since 2020. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that combine discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Christopher Meers is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Charles Schwab and multiple positions within State Farm’s insurance and investment management divisions. Benjamin F. Edwards & Company provides investment and brokerage services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies and consulting services through fee-based wrap programs, supported by a large team of advisors and significant assets under management.

Tammy Ashton is a Series 66 licensed advisor with Benjamin F. Edwards & Company, Inc. in Peoria, Illinois, where she has worked since 2009. She has 20 years of industry experience. Outside her advisory role, she serves as Attorney-in-Fact for her parents in Portage, Indiana. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of actively and passively managed strategies monitored by an Investment Strategy Committee.

Franklin Mooney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held leadership roles in several related entities, including Insurance Services, Incorporated, where he serves as President and CEO, focusing on fixed insurance products and consulting for estate and business planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple third-party platforms and tools.

Mark Rahn is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. Before joining Benjamin F. Edwards in 2022, he worked at Microsoft from 2014 to 2021. Outside of his advisory work, Rahn operates Fishthemark.org, a fishing-focused YouTube channel that produces videos and participates in fishing tournaments. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through fee-based wrap programs, financial planning, and investment management consulting. The firm employs a mix of discretionary and non-discretionary strategies managed internally and by third parties, supported by in-house trading and custody services.

Ronald Rotondo Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Best Buy, Insurance Services Incorporated, and Ameritas Investment Corp. Outside of finance, he is a professional musician involved with Ron Rotondo Music. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Chad Steinbach is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with Benjamin F. Edwards since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, charitable organizations, and institutions. The firm offers a range of investment strategies and financial services through discretionary and non-discretionary wrap programs, supported by a large team of advisors and extensive asset management capabilities.

Tamara Thompson is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Osing is a CFP®-credentialed financial advisor with Edward Jones in Peoria, IL, and has 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices.

Louisa Blanchard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked extensively within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients who meet a net-worth threshold.

Melinda Nolte is a financial advisor with Edward Jones in Peoria, IL, holding the ChFC® designation and Series 66 license. She has five years of industry experience, including eight years at Compeer Financial before joining Edward Jones. Outside of her advisory role, she is a partner in All About Home LLC, where she assists with the accounting for the home maintenance and small remodeling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.