Jeffrey Engelbrecht is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm’s investment approach relies on algorithmic risk assessments and third-party managed model strategies executed with mutual funds and ETFs.

William King is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2017 and was previously with WFG Investments Inc from 2009 to 2017. King serves as Managing Director at KB Elliott Financial Advisors and is active in portfolio management and client advisory roles. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms to support tailored investment solutions.

Seth Burnham is a financial advisor with Commonwealth Financial Network in Peoria, IL, holding a Series 66 designation and two years of industry experience. He is also the owner of Masterplan Wildlife Group, which focuses on wildlife habitat improvement and hunting strategy. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and hundreds of thousands of clients, offering a range of managed-account programs, third-party asset management, and comprehensive back-office services.

Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at Morgan Stanley, Alliance Benefit Group, and NBT Capital Management. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party model providers.

Christopher Meers is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Benjamin F. Edwards in 2025, he worked at Charles Schwab and held multiple roles at State Farm, including in investment management and insurance. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and M&A advisory services.

Tammy Ashton is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in Peoria, IL. She has 20 years of industry experience, including prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Since 2024, she serves as an attorney-in-fact for her parents in investment-related matters. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, pension plans, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, and investment management, employing a mix of proprietary strategies and third-party models supported by an internal trading desk.

Franklin Mooney is a financial advisor at Ameritas Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles with Ameritas Investment Company, Inc. since 2002 and Ameritas Advisory Services since 2021. He is also president and CEO of The ISI Companies, Inc. and I.S.I. Investment Services, Inc., and has been active in insurance sales and consulting since 1984. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm uses a variety of investment products and strategies, combining model portfolios and third-party solutions, and operates multiple program platforms to tailor portfolio management.

Mark Rahn is a financial advisor with Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Microsoft for seven years. Outside of his advisory role, Rahn owns and operates a fishing YouTube channel and participates in fishing tournaments through Fishthemark.org. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm provides a range of services including financial planning, investment management, and brokerage, delivering both discretionary and non-discretionary managed solutions with proprietary and third-party strategies.

Ronald Rotondo Jr is a financial advisor with PNC Wealth Management in Peoria, IL, holding a Series 66 designation and 11 years of industry experience. He has worked at PNC Investments since 2019 and previously held roles at Ameritas Investment Corp, Insurance Services Incorporated, and Best Buy. Outside of finance, he has been involved in a music business, Ron Rotondo Music, since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to PNC employees. The firm’s approach involves algorithm-driven risk assessment and model portfolio implementation using mutual funds and ETFs, with portfolio management delegated to third parties.

Chad Steinbach is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 22 years of industry experience. Steinbach has worked at Benjamin F. Edwards since 2011 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Tamara Thompson is a Series 66-credentialed advisor with Merrill in Peoria, IL, where she has worked since 2000, accumulating 25 years of industry experience. 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, pension plans, corporations, and charitable organizations.

Mark Bond is a Series 66-licensed financial advisor with LPL Enterprise in Pekin, IL, and has four years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Equitable Advisors. Outside of his advisory work, he serves on the board of Faith Baptist Church. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, with a focus on delivering financial planning and access to third-party asset managers.

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 possessing 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Outside of his advisory role, Arseneau is involved in a non-variable insurance business through James Unland & Co. 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 and access to model portfolios and third-party asset managers.

Jennifer Heyen is a financial advisor with Merrill in Peoria, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louisa Blanchard is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing and six years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce.

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 at Wells Fargo Advisors with 39 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Unruh serves as a trustee and co-trustee for family trusts and coordinates meetings for a local homeowners association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and delivers tailored recommendations through a combination of research tools and client engagement.