Jasmine Beard is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2018 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Austin Sanford is a financial advisor at Edward Jones in Peoria, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Hologic, Smith and Nephew, Eli Lilly, and Cerner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 advisors.

Anthony Ault is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2014, including nine years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

A. Bruce Otto is a financial professional with 35 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera since 1998, alongside roles at Orchard Financial Group and O & G Financial Consulting. Outside of his advisory work, he serves as president of Miner Progress Inc. and is secretary/treasurer of the Minier Foundation, a local nonprofit community foundation. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options, financial planning, and access to third-party money managers.

Jyl Barnard is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, with prior roles at Metlife Securities and MassMutual. Barnard has been involved in non-variable insurance and maintains entrepreneurial activities related to real estate rental. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and extensive investment and technology resources.

Katherine Waggoner is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked at Curtis Barnard Financial under LPL since 2022. Her previous work experience includes roles at Uniform Supply Inc and Advanced Technology Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports advisors with research and operational tools.

Stephen Frank is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families understand and manage their financial picture to develop clear and confident plans. Stephen's mission is to listen first, understand clients' priorities, and provide straightforward guidance to simplify complex financial decisions. His client focus areas include education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Stephen holds the Professional Investment Advisor (PIA) designation and earned both his Bachelor's Degree and MBA from Millsaps College.

John Witzig is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge entities since 2009 and also serves as vice president of Witzig Financial Strategies. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, using a range of portfolio management solutions tailored to client objectives.

Adam Spangler is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones since 2002. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Shaun Lewis is a financial advisor with Edward Jones in East Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he was involved with New Castle Bible Church for three years and Civil Servant Ministries for twelve years. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Sarah Freeman is a financial advisor at Morgan Stanley in Peoria, IL, with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Vincent Bruno is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2020 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2020. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Jeffrey Shanine is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. He worked at Woodbury Financial Services for 16 years before joining OSAIC in 2024. Outside of his advisory role, he owns Legacy Investment Services Inc., where he sells fixed life insurance, annuities, and health insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Philip Schmidt is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the PFS™ and Series 63 designations. Schmidt has been affiliated with Cambridge Investment Research Advisors since 2016 and also serves as Vice President and CPA/VP of Finance & Operations at Witzig Financial Strategies. He is a board member of South Side Mission, participating in board and committee meetings as well as fundraising events. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Zachary Williams is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Cornbelt Energy and the Champaign Fire Department. Outside of his advisory role, Williams serves as a baseball coach for Unit 5 School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its extensive network of advisors.

Amy Herring is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Clever Marketing and Midwest Food Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Joshua Sutter is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked for the City of Washington, Illinois, for eight years. He also serves as a part-time police officer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Robert Manning is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Bruce Schieler is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2021, he worked at Wells Fargo Clearing and Heartland Bank and Trust Company. Outside of his advisory role, he is a partner in Schieler Development, LLC, which is involved in real estate development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.

Peter Monferdini is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked with Prudential Insurance Company of America since 1988 and with Pruco Securities, LLC. from 1988 to 2024. His other business activities include managing Monferdini & Dirks Wealth Management, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by LPL’s research team and third-party strategists, and offers access to third-party asset managers and various financial planning and consulting services.