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.