Brett Wieser is a financial advisor with LPL Financial in Pekin, IL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union, Eastman Financial and Insurance Services LLC, and MassMutual. Wieser was also a self-employed commodity trader from 2007 to 2021. 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 provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Shayne Christe is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Patrick Wolbeck is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates from its Global Investment Committee.

Bonnie Brockett is a financial advisor at Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 credentials with three years of industry experience. Her prior work includes roles at David Vaughan Investments and Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its clients' financial goals.

Carolyn Davis is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2000. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Lewis is a Series 66-licensed financial advisor with Equitable Advisors, based in Peoria, IL, holding four years of industry experience. Prior to joining Equitable Advisors, he worked for several years at Dick's Sporting Goods and Illinois College. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and proprietary tools to tailor solutions for clients.

Jeffrey Gillis is a financial advisor with Edward Jones in Pekin, IL, holding a Series 66 license and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Bass Pro Shops from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

William Andrew is a financial advisor at OSAIC with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, SII Investments, Morgan Stanley, and Edward Jones. He serves as a board member for the Salvation Army in Peoria Heights, IL, participating in community service activities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and a variety of investment vehicles across multiple platforms and third-party solutions.

Edward Sutter is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Micah Lemoine is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. His prior roles include positions at Northwestern Mutual from 2013 to 2017. In addition to his advisory work, he is engaged in individual life and annuity insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative planning processes using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning services.

Brooks Flick is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Target for five years. Outside of advising, he is a personal trainer at Parkside Fitness, where he works approximately four hours weekly. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party advisory platforms and discretionary managers to tailor investment solutions and provides ERISA fiduciary services to qualified plans.

Griffin Kliewer is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at First Security Bank and Beyond Wealth Advisors. Kliewer has experience outside traditional advising through his involvement with Beyond Basketball. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs across a large network of advisors.

Tina Haynie is a Series 66–licensed financial advisor with Edward Jones in Peoria, IL, where she has worked since 2013. She has nine years of industry experience. Her spouse serves as General Director of Adelphos USA, a nonprofit missions agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Dominick Leali is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the firm in 2018 and is a Chartered Financial Analyst (CFA) charterholder. Prior to his current role, Dominick worked for two years as an Equity Research Associate covering the Healthcare and Financial industries. Dominick holds a Bachelor's degree in Economics from Kenyon College, where he also spent a year studying at the London School of Economics and Political Science. He earned a Master of Science in Finance from the Olin School of Business at Washington University in St. Louis. In addition to his CFA designation, he holds the Personal Investment Advisor (PIA) credential. Dominick's client focus areas include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Outside of his professional responsibilities, Dominick is involved with the Peoria Academy. His personal interests include biking, chess, cooking, hiking, table tennis, and tennis.

Logan Dirks is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, alongside prior service in the United States Air Force. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering non-securities products such as affiliated insurance and trust services.

Anthony Guingrich is a financial advisor with LPL Financial in Peoria, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Vision Asset Management Inc for one year. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with technology tools while overseeing over $819 billion in discretionary assets.

Matthew Friddle is a financial advisor at LPL Financial in East Peoria, Illinois, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union and The Prudential Insurance Company of America. Outside of his advisory work, he maintains employment with Instacart. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, third-party asset management, and institutional platforms to a wide range of clients including individuals, retirement plan participants, banks, and trust companies. The firm supports its network of over 22,800 advisors with technology and offers a broad array of advisory and non-advisory financial services.

Robert Young Jr. is a financial advisor with Merrill in Peoria, IL, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and at Bank of America, N.A. since 2011. Outside of his advisory role, he is the owner of BBE&T LLC, an entity established to manage personal asset protection related to a short-term rental property. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and integrates closely with Bank of America’s broader banking and capital markets platform.

Kimberly Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. She brings extensive experience to her role, having transitioned from a 13-year career as an executive and officer of a leading national retailer to joining Merrill in 1996. Kimberly works closely with a select circle of affluent client families nationwide, including small business owners, retirees, professionals, corporate executives, and engineers, focusing on comprehensive financial planning and wealth management strategies. Her expertise encompasses corporate executive services, education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Kimberly and her colleague, Elizabeth Miller, emphasize a planning-based approach that integrates estate planning strategies with investment management. Their disciplined process identifies clients' financial needs and goals, constructing portfolios aligned with clients' objectives and comfort levels to preserve wealth, lifestyle, and legacy. Kimberly holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) designation. She earned her bachelor's degree from Bradley University and a master's degree in financial planning from the College for Financial Planning. Kimberly is a member of professional organizations including the Financial Planning Association and the Estate Planning Council. She is active in the community as a member of the Peoria Women's Club and serves on the Bradley University Advisory Council to Health, Education and Sciences. In her personal time, Kimberly enjoys horseback riding, sewing, and spending time with her family.

Ethan King is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes service in the US Army and roles at Loyola University Chicago. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.