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.

Vickie Clark is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 13 years of industry experience. Her career includes roles at Waddell & Reed, various insurance carriers, and leadership positions with the National Association of Women Business Owners and Women in Leadership in Central Illinois. Outside of advisory work, she managed a sole proprietorship, Clark Farms, for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Michael Fleming is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also the owner of an LLC involved in pass-through compensation activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Tyrus Meiss is a financial advisor with LPL Financial in Peoria, IL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance agencies, and involvement with a family farm. He has worked extensively in both investment and non-investment roles, including a long tenure with Community Unit School District #140. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.

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.

Andrew Osing is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and possessing one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Great Harvest Bread Company and Illinois State University. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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.

Roula Ghantous is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 20 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is also a clinical counselor through Ghantous Professional Counseling in Peoria, IL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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.

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.

Kelly Lopotko is a financial advisor at Edward Jones in Chillicothe, IL, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following four years at Associated Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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.

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 at Merrill Lynch Wealth Management. After a 13-year career as an executive of a large national consumer retailer, she joined Merrill in 1996. She has served as Resident Director for the firm and led the Central Illinois Professional Development Program for Merrill Financial Advisors. Kim holds the Certified Financial Planner (CFP®) certification, the Chartered Retirement Planning Counselor™ designation, and the Retirement Benefits Consultant (RBC) title. She completed her master's degree in financial planning through the College for Financial Planning and earned her bachelor's degree from Bradley University. Kim serves as an advisor to the Bradley University College of Health, Education and Sciences and is a member of the Peoria Women's Club. Her client focus areas include corporate executive services, education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of her professional work, Kim enjoys horseback riding, sewing, and spending time with her family. She and her husband live in Germantown Hills on a horse hobby farm and actively participate in horse shows and family activities.

Grace Lowe is a financial advisor at Ameriprise with 18 years of industry experience. She holds the CFP® and Series 66 designations and has been with Ameriprise and its affiliated entities since 2007. She manages her advisory practice through her own business, Grace Lowe, Inc., where she oversees day-to-day operations. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Todd Barlow is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Barlow serves as an industry panelist for NASD dispute resolution and is the president of the board for GenOn Ministries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Sherry Meyer is a financial advisor with Edward Jones in Peoria, IL, holding Series 63 and Series 66 credentials and over 33 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.