Shelly Thompson is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 license and five years of industry experience. She previously worked at KB Elliott Financial Advisors and spent 15 years at Actuarial Consulting Group Inc. before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

Nicole Miller is a CFP® professional with over 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Advisor Forward Marketing & Consulting. Outside of her advisory role, Miller serves as a board member for Five Points Washington and teaches yoga classes at The Collective Flow. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dale Banwart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 credentials and bringing 18 years of industry experience. He has been with Raymond James in various capacities since 2011 and previously worked with Sand Ridge. Outside of advising, Banwart is involved in agricultural businesses, including ownership and management roles in family farming operations and related agricultural entities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory and SIMPLE IRA employer consulting.

Lindsey Clauson is a financial advisor with Robert W. Baird & Co. in Trivoli, IL, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Legacy Investment Services from 2013 to 2017. Outside of her advisory role, she is a passive investor in Skill Shot LLC. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex options, alongside municipal advisory and public finance capabilities.

Courtney Nussbaum is a financial advisor at Edward Jones in Morton, IL, holding ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2025, Courtney worked at State Farm for five years and CIT Trucks for seven years. Outside of advisory work, Courtney is involved with J Nussbaum Group LLC, a retail business, where they assist with monthly banking transactions and paperwork. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jessica Ford is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley in 2021. Outside of her advisory role, she is a partner at September Properties LLC, a real estate business based in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Jared Sterr is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is involved with JLS Capital LLC, a non-investment business entity. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies on discretionary and non-discretionary bases.

Loren Gallup is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory career, he is also involved in farming as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Lucas Schmidt is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has one year of experience in the financial services industry, previously working in various roles outside of finance, including retail and education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning using firm-approved software and delivers written recommendations without discretionary authority.

Jeffrey Bailey is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at Lagniappe Constructors and Amazon, and he has an academic background from the University of Missouri. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Cole Cox is a financial advisor at Wells Fargo Advisors in Peoria, IL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley and Mt Hawley. Outside of finance, he is a 50% owner of an events company based in Okatie, SC. 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 tailored to clients who meet specific net-worth criteria.

Carlos Escobar is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and management services.

Brandon Shaw is a CFP® with 14 years of industry experience, currently serving at Mass Mutual Investors Services since 2011. He holds additional roles as a consultant providing valuation and business planning services and is owner of Herzog Kistner Shaw Financial Partners LLC, offering insurance, advisory, and financial services. Outside of traditional advisory work, Shaw is involved in an entrepreneurial venture owning EV RIDES LLC, which leases vehicles to his consulting firm. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements utilizing firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Jay Goldstein is a financial advisor at Robert Baird & Co. with 42 years of industry experience. He has been with Robert Baird & Co. since 1994 and also has a longstanding association with Kemper Securities Inc. He serves on the board of the Crab Orchard Estates Homeowners Association. Robert Baird & Co.’s DDK Group advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that range from traditional allocations to more complex investment strategies.

Lisa Affolter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes significant tenures at Commerce Brokerage Services, Inc. and Waddell & Reed, Inc., as well as ownership of RR 1 Ventures, LLC. She has involvement in managing Horizon Clarity Group Inc., a business entity for tax and investment purposes. 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 access, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Carstens is a financial advisor with Robert Baird & Co. in Washington, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Baird since 2015, including a brief period at TD Ameritrade in 2019. Outside of his advisory role, he is a rental property owner. 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 financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Todd Sauder is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2009. In addition to his advisory role, he co-owns Good News Financial, Inc. and a tax preparation service, Good News Tax Preparation Service. He also assists with bookkeeping for a family dog breeding business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and has unique affiliations that enhance its municipal and public finance services.

Kyle Baker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. He is also the owner and founder of Blue Peak Insurance & Investments, an affiliated DBA for his LPL business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm primarily uses model-driven investment implementation, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Laura Morris is a financial advisor with LPL Financial in Peoria, Illinois. She holds a Series 66 designation and has been with LPL Financial since 2025. Her prior work experience includes roles at Citizens Equity First Credit Union and various positions in the food service industry. 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 and model portfolio programs, supported by various investment strategies and operational tools.

Scott Mabee is a financial advisor with Robert W. Baird & Co. in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of investment strategies and overlay techniques.