Christopher Meers is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 11 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Charles Schwab and held multiple roles at State Farm, including positions in investment management and insurance. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Tammy Ashton is a financial advisor at Benjamin F. Edwards & Company, Inc. in Peoria, Illinois, holding a Series 66 designation with 20 years of industry experience. She has been with Benjamin F. Edwards since 2009. In addition to her advisory role, she serves as Attorney-in-Fact for her parents, managing investment-related matters on their behalf. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies with oversight from an Investment Strategy Committee.

Franklin Mooney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has held leadership roles including CEO and President of Insurance Services, Incorporated and affiliated entities since 1984, focusing on fixed insurance products and consulting related to estate and business planning. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a combination of in-house model portfolios and third-party managers. The firm delivers both discretionary and non-discretionary programs and maintains affiliations with Ameritas affiliates for expanded institutional and municipal services.

Mark Rahn is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked at Microsoft from 2014 to 2021. Outside of finance, he owns and operates Fishthemark.org, a YouTube channel focused on fishing and tournament participation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a broad client base including individuals, corporations, retirement plans, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management solutions.

Ronald Rotondo Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Best Buy, Insurance Services Incorporated, and Ameritas Investment Corp. Outside of finance, he is a professional musician involved with Ron Rotondo Music. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests via approved mutual fund and ETF strategies.

Chad Steinbach is a financial advisor at Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding a Series 66 credential with 22 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Benjamin F. Edwards & Co. provides investment advice and related services to a wide range of clients including individual investors, retirement plans, trusts, estates, and corporations. The firm offers both model-based and customized investment strategies and combines advisory services with broker-dealer functions and in-house trading capabilities.

Tamara Thompson is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Bond is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Equitable Advisors. Outside of his advisory work, he serves as a board member for Faith Baptist Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also offers brokerage and insurance products.

Robert Hinzman is a financial advisor at Edward Jones with Series 66 credentials. He has approximately one year of industry experience, including prior roles at GT Church and IDCAG. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large national network of financial advisors and branch offices.

Todd Osing is a CFP®-credentialed financial advisor with Edward Jones in Peoria, IL, and has 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices.

Chad Arseneau is a financial advisor with LPL Financial in Pekin, IL, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. Arseneau is also involved in a non-variable insurance business through James Unland & Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Louisa Blanchard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked extensively within the Wells Fargo organization since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients who meet a net-worth threshold.

Melinda Nolte is a financial advisor with Edward Jones in Peoria, IL, holding the ChFC® designation and Series 66 license. She has five years of industry experience, including eight years at Compeer Financial before joining Edward Jones. Outside of her advisory role, she is a partner in All About Home LLC, where she assists with the accounting for the home maintenance and small remodeling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

John Mabee is a financial advisor at Robert Baird & Co. with 51 years of industry experience. He has been with Robert Baird & Co. since 1994. Mabee holds Series 63 and Series 65 licenses. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlays.

Bryce Unruh is a financial advisor with Wells Fargo Advisors in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as co-trustee for family trusts and is involved in homeowners association coordination and a family-owned LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with various financial product offerings.

Timothy Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Motor Parts & Equipment Corporation for eleven years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kenneth Hahn is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with Cetera and has previously worked at VOYA Financial Advisors and through his own firm, Hahn Financial Services, which he has owned since 2002. Outside of his advisory work, Hahn is an independent musician who performs at special occasions and serves in leadership roles with several nonprofit organizations, including as president of the Society of Financial Services Professionals and Forging Leaders Toastmasters. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Whitney Goldstein is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Hannah Schertz is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. She also co-owns Clean Crew LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Joseph Dicce is a CFP® professional with 20 years of experience in the financial industry, all of which he has spent at Edward Jones since 2006. He holds the Series 66 designation and is based in Bartonville, IL. Outside of his advisory role, he is a rental property owner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the country.