Alicia Curtis is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Curtis is involved in a tax and investment-related business entity called Curtis and Dearing Riverfront Properties, established for office expense purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies, model portfolios, and institutional platforms.

Angelica Phipps is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Northwestern Mutual, and IFP. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios that include a variety of investment types, managed on discretionary or non-discretionary terms.

Eric Obalil is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Ic Advisory Services, The Investment Center, and Royal Alliance Associates. He serves on the board of the Washington Township United Fund and owns Alexander Financial, an insurance and benefits business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers a variety of investment solutions, including proprietary models and access to unaffiliated strategists, tailored to client objectives across multiple custody platforms.

David Hohmann is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, Grove Point Investments, Nest Egg Wealth Management, and H. Beck, Inc. He is involved in managing an insurance agency providing health sharing accounts, Medicare supplements, and life insurance products. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Andrew Chambers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Chambers serves as a board member and investment committee member for Illinois Valley Public Telecommunications in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1978 and holds Series 7 and 66 FINRA registrations, along with Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. He earned a Bachelor's degree in Finance from Northern Illinois University. Michael specializes in managing estate and succession planning needs, investment portfolios, and assisting clients in understanding their investment holdings, performance, and risks. He is a specially qualified Senior Portfolio Manager, authorized to manage discretionary personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Michael collaborates with other Merrill advisors to provide these strategies to their clients. In addition to his professional work, Michael serves as Board of Directors Emeritus for the Salvation Army of Peoria, Illinois, and received the Salvation Army William Booth Award in 1993. He co-founded and serves on the board of the Greater Peoria Chess Foundation. He has coached soccer and youth chess and is actively involved with Easter Seals, St. Thomas Church, and the St. Vincent de Paul Society. Michael resides in Peoria with his wife, Karen, and enjoys traveling, running, hiking, biking, reading, chess, and spending time with his grandchildren.

Adam Ghantous is a financial advisor with LPL Financial in Peoria, Illinois, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Outside of financial services, he owns Summer Leigha Photography, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nathan Hamm is a financial advisor with Morgan Stanley in Peoria, Illinois, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Edward Jones, as well as six years at Archer Daniels Midland. 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 supported by structured discovery processes and advanced modeling tools.

Sharbel Shanine is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has worked at Legacy Investment Services and Woodbury Financial Services, Inc. in addition to his current role. Shanine is also involved in the sales and service of traditional insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Jeffrey Doeden is a financial advisor with LPL Financial in East Peoria, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial and its DBA Doeden Asset Management since 2022, and previously held roles at Kestra Advisory and WFG Advisors. Outside of advising, he operates a tax preparation and accounting business called Doed Knows Taxes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Everett Freeberg is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and previously with Cambridge Investment Research, Inc. since 2004. In addition to his advisory role, he operates as an independent insurance agent in Washington, IL. 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 professionals using a range of portfolio management approaches and proprietary and third-party strategies.

Lisa Passwater is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 credential and bringing 22 years of industry experience. She previously worked at Merrill from 2016 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

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.

Ralph Martin is a financial advisor with Cambridge Investment Research Advisors in Washington, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Cambridge Investment Research Advisors since 2015. Martin is also the owner of Martin Financial Services, which he has operated since 2001. Outside of advisory roles, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and both discretionary and non-discretionary management options, with access to proprietary and third-party model strategies.

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.