Karen Fleming is a financial advisor at OSAIC with 39 years of industry experience. She previously worked at Woodbury Financial Services for 18 years before joining OSAIC in 2024. Fleming holds Series 63 and Series 65 licenses. She serves as Board President of the Family Community Resource Center, a nonprofit focused on educational programs for teen girls, and is a member chair of the professional women's service club Soroptimist International of Bloomington-Normal. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, using asset-allocation tools and a range of investment vehicles across discretionary and non-discretionary accounts.

Garry Winterland is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Nancy Armstrong is a financial advisor with LPL Financial in Normal, Illinois, holding Series 63 and Series 65 credentials and with 38 years of industry experience. Her prior roles include positions at Cetera Advisors LLC and First Allied Advisory Services, where she worked for multiple years. Outside of advisory work, she is involved with Zimmerman & Armstrong Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

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.

Kyle Clemson is a CFP® professional with 12 years of industry experience, currently associated with LPL Financial. He has previously worked at Commerce Trust Company and Commerce Brokerage Services Inc. Outside of his advisory role, he serves as a bar consultant for Toastman Group II in Bloomington, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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 financial advisor with LPL Financial, holding the CFP® and CFA® designations and over 43 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Cetera Advisors LLC and First Allied Advisory Services. Outside of advising, he serves as a board member on the McLean County Zoning Board of Appeals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and various portfolio options.

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.