Gordon Lau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Invesco Advisers, Inc. and HighTower Advisors LLC. He also serves as a non-public arbitrator reviewing industry arbitration cases. 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 IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Nicole Milovanovic is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, she worked at Sanofi Genzyme and Bristol Myers Squibb. 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 provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derrick Wells is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones. Outside of his advisory role, he serves on the Board of Directors for the Greater Mount Vernon Association. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized service team and research-driven recommendations for dependable income and tax-aware withdrawal strategies.

Kyle Clemson is a financial advisor with LPL Financial in Bloomington, IL, holding CFP® and Series 66 designations and 12 years of industry experience. His prior roles include positions at Commerce Brokerage Services Inc, Commerce Trust Company, and Waddell & Reed. Outside of his advisory work, he serves as a bar consultant for Toastman Group II's Egg Republic. 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 and access to model portfolios and third-party asset management, supported by advanced research and operational tools.

Heather Mariotti is a financial advisor with Ameriprise in Bloomington, IL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. Her prior roles include positions at First State Bank and Trust, Investment Professionals Inc, and Ameriprise Financial Services. She serves on the Board of Directors and as Treasurer for the Spring Ridge Homeowners Association. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Timothy Funderburk is a financial advisor with Edward Jones in Eureka, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a shareholder in multiple businesses, including Lu-Bob's Inc. and Circle B Corporation, both based in Greenville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Drake Zimmerman is a CFP® and CFA® with 43 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, he serves as a member of the McLean County Zoning Board of Appeals and owns Zimmerman & Armstrong Tax Services, which provides tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports investment adviser representatives through a broad range of financial planning and portfolio management solutions, including access to third-party asset managers and various institutional platforms.

Gregory Hodges is a CFP® with 24 years of experience in the financial advisory industry. He has operated Greg Hodges Financial Advisory, Inc. since 2005 in Normal, Illinois. The firm serves a small client base, focusing on direct advisory relationships through a primarily non-discretionary investment approach, where clients retain final trading authority. Greg Hodges Financial Advisory provides investment advisory and portfolio management services to individual clients, emphasizing collaborative decision-making and individualized attention.