Maxwell Cook is a Series 66-licensed financial advisor with LPL Financial, based in Springfield, IL, and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Davis Financial Group and Dovenmuehle Mortgage. He also holds a financial institution role with the Bank of Springfield. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Keith Rechner is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he serves on the Board of Directors and is president-elect of the SIU Center for Family Medicine FQHC, with plans to serve as president starting in 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Brent Davis is a CFP® professional with 29 years of industry experience, currently serving at Edward Jones in Springfield, Illinois, where he has worked since 1996. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the board of Elegant Research, an organization that assists college business students in starting businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds.

David Milling is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously spent 12 years at Stifel Nicolaus & Co. Inc. before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by model portfolios, research, and technology-driven investment strategies.

John Turnbull III is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license and is based in Springfield, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and additional services such as tax-efficient strategies and securities-based lending.

Gary Durchholz is a CFP® with 38 years of industry experience and has been with Stifel since 2012. He is based in Springfield, IL. Outside of his advisory role, he serves on the Williamsville, IL Planning Commission, reviewing village development applications. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking asset allocation and planning analyses.

Claudine Moscardelli is a financial advisor with Merrill, holding a Series 66 designation and having 21 years of industry experience. She has been with Merrill Lynch since 2010. Outside of her advisory role, she serves as a Power of Attorney for family members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Curtis Vorachek is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2022, following prior roles at U.S. Bancorp Investments and U.S. Bank. Outside of his advisory work, he is an officer and Vice President at HPB Financial, a company involved in trust and investment management, and a partner in Twin Oaks Farm, LLP. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its affiliation with a municipal advisor.

Noah Albin is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at RMG Capital and operated Albin Accounting. Outside of finance, he has been involved with Springfield YMCA and Lake Springfield Christian Assembly. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed third-party managers.

Meredith Ferguson is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of Springfield, Principal Securities Inc., and Modern Woodmen of America. Ferguson is also involved with BOS Asset Management and BOS Wealth & Planning, entities associated with her LPL business. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with research-supported model portfolios.

Maryann Schroeder is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Guzzardo is a financial advisor with Wells Fargo Clearing in Springfield, IL, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a guardian for his son and trustee for his father, assisting with investment monitoring. 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 services grounded in an IPS-driven process and modern portfolio theory.

Christen Owen is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial, she was involved with Forsyth Insurance Group and operated an in-home daycare for six years. Outside of her advisory role, she has been affiliated with Arbonne International, LLC, a wellness company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolios, with access to research and advanced portfolio management technologies.

Brian Hubert is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Wells Fargo Bank and Northwestern Mutual Wealth Management Co. Outside of his advisory role, he is involved in public speaking for churches and manages financial oversight responsibilities as an elder at Delta Church. He also operates a retail woodworking business as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large nationwide network of advisors and branches, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Randy Armstrong is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as treasurer on the board of the Trevi Gardens Homeowners Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Kelly Shores is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 credentials and 23 years of industry experience. Shores has been with LPL Financial since 2003. Outside of finance, Shores owns and operates a dog kennel specializing in training hunting dogs and serves as a non-profit board member in Thayer, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daniel Stewart is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks LLC for five years. He is based in Springfield, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Jalen Ping is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he has been involved in managing Ping's Machines and Spartan Sports Park. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizons.

Timothy Thomas is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and Metlife Securities Inc. His outside activities include selling life and health insurance through a related agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Kariann Kelley is a financial advisor with LPL Financial in Springfield, IL, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2018 and has been associated with Bank of Springfield since 2016. Kelley is also a licensed public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios, research, and various investment strategies.