Brian Slater is a financial advisor with LPL Financial in Peoria, Illinois, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with LPL Financial since 2015. In addition to his advisory role, he is involved with Wealth Coach Financial LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Vincent Bruno is a financial advisor with Mass Mutual Investors Services in Peoria, IL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2013 to 2020 before joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2020. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Jeffrey Shanine is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. He worked at Woodbury Financial Services for 16 years before joining OSAIC in 2024. Outside of his advisory role, he owns Legacy Investment Services Inc., where he sells fixed life insurance, annuities, and health insurance. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Philip Schmidt is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the PFS™ and Series 63 designations. Schmidt also serves as a board member for the South Side Mission and is involved with Witzig Financial Strategies, where he has held roles including independent insurance agent and vice president of finance and operations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals utilizing a range of portfolio management strategies and platform arrangements.

Zachary Williams is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2021, he worked at Cornbelt Energy and the Champaign Fire Department. Outside of his advisory role, he serves as a baseball coach for Unit 5 School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Amy Herring is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Clever Marketing and Midwest Food Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Joshua Sutter is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked for the City of Washington, Illinois, for eight years. He also serves as a part-time police officer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Robert Manning is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Bruce Schieler is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2021, he worked at Wells Fargo Clearing and Heartland Bank and Trust Company. Outside of his advisory role, he is a partner in Schieler Development, LLC, which is involved in real estate development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.

Andre Leverett is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, Wells Fargo Clearing, and Prudential Insurance Company of America. Outside of his advisory role, he plays piano for services at New Life Christian Church in West Peoria, IL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio management, third-party asset management, and access to brokerage and insurance products through its integrated platform.

Peter Monferdini is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC, dating back to 1988. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Aaron Mc Combs is a financial advisor with Edward Jones in Mackinaw, IL. He holds the Series 66 designation and has one year of experience with Edward Jones, following thirteen years at Auto-Owners Insurance. Outside of his advisory role, he is a co-owner of a farmland property in Astoria, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Burmeier is a financial advisor with Edward Jones in Peoria, IL, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked for eleven years at Rainbow Resource Center. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients through a network of over 23,000 advisors and 15,000 branch offices, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Witzig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and was previously with Burton Consulting for nearly two decades. Outside of advising, Witzig is a CPA providing tax preparation services and serves on the boards of the Morton Economic Development Council and the Salvation Army estate advisory board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Nickolas Ward is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Illinois National Bank, and Infinex Investments. 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 supported by firm-approved tools and a structured discovery process.

Laura Kuehn is a financial advisor with Merrill in Peoria, IL, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2014. Outside of her advisory role, she participates in the 85 Broads Global Women's Network, a professional organization that facilitates networking and sponsors events for women in various professions. 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, and institutional investors.

Alexander Glancy is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at JP Morgan Chase Bank and JP Morgan Securities LLC. His current tenure at MassMutual began in 2022. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements without investment discretion.

Melissa Shacklett is a financial advisor at Merrill with 31 years of industry experience. She has held her current position at Merrill since 1993 and holds Series 63 and Series 65 credentials. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ryan Roberts is a financial advisor at Morgan Stanley in Peoria, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in roles at Illinois State University and Heartland Community College, and he has concurrent involvement with PetStop, an installation service, and DoorDash as a contractor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

David Gray is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years at Chapin Davis. He is also involved in selling whole life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.