Nicholas Mc Ghee is a financial advisor with Cetera who holds the Series 66 designation and has three years of industry experience. He has worked with multiple entities within the Cetera network since 2022 and is also involved with M. A. Kluemke and Associates, where he handles administrative and research tasks. Outside of advisory roles, he sells life and health insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms with discretionary and non-discretionary investment strategies.

Concetta Siciliano is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Security Bank, Midwestern Securities Trading Co., and Cook-Witter Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, combining investment research and algorithmic tools to provide written recommendations and ongoing advice.

Holly Herkert is a CFP® professional with 10 years of experience, currently serving as a financial advisor at Edward Jones since 2016. She holds a Series 66 license and is based in Springfield, IL. Outside of her advisory role, she is involved in occasional resale activities on Poshmark. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors and branches.

Maxwell Cook is a financial advisor with LPL Financial in Springfield, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Davis Financial Group, Dovenmuehle Mortgage, and Northwestern Mutual. He also serves part-time at the Bank of Springfield. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions supported by extensive resources and technology.

Keith Rechner is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Rechner serves on the Board of Directors for the SIU Center for Family Medicine FQHC and is the president-elect, with a term as president scheduled to begin in April 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of investment programs and third-party asset managers.

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 with LPL Financial in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Merrill. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

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.

Nathan Clemmer is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Air Force from 2014 to 2017. 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 advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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 at Merrill with 22 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch since 2010, following prior roles at Morgan Stanley and its affiliates from 2004 to 2010. Outside of her advisory work, she serves in a fiduciary capacity as a power of attorney for family members. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 with Equitable Advisors in Springfield, IL. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at RMG Capital and operating Albin Accounting. He also spent time working with the Springfield YMCA and Lake Springfield Christian Assembly. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs, including both discretionary and non-discretionary investment models.

Meredith Ferguson is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. She has 26 years of industry experience, including prior roles at Principal Securities, Ferguson Financial, and Wells Fargo Clearing. Ferguson is also affiliated with the Bank of Springfield in a non-investment capacity. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of discretionary and non-discretionary strategies.

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 39 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 as a trustee for his father, both involving monitoring and aid responsibilities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to support its brokerage and advisory solutions.

Christen Owen is a financial advisor with LPL Financial based in Springfield, IL, holding Series 63 and Series 66 credentials with six years of industry experience. Prior to her current role, she was associated with Forsyth Insurance Group and has experience in non-variable insurance. Outside of her advisory work, she has been involved with Arbonne International, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolio programs, third-party asset management, and institutional platforms to a broad client base, including individuals and institutions. The firm supports advisors with a range of discretionary and non-discretionary strategies and integrates technology tools for operational support.

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, holding the Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, previously known as AXA Advisors, LLC. Outside of his advisory role, he serves as treasurer on the Trevi Gardens Homeowners Association board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement investment strategies.

Kelly Shores is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Shores has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of financial advising, Shores owns and operates Shore Thing Gundogs, a dog kennel and training business specializing in hunting dogs, and serves on the board of a nonprofit in Thayer, IL. 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.