Jacob Gronewold is a CFP®-designated financial advisor with LPL Financial in Springfield, IL, where he has worked since 2008, totaling 18 years of industry experience. He is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Thomas Ray is a financial advisor at Raymond James & Associates with 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a passive partner in a family entertainment complex and is involved in local school district activities. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving individuals, institutions, and municipalities. The firm provides financial planning and consulting services with a focus on non-discretionary advice, offering access to a range of portfolio management styles and specialized municipal advisory services.

Heather Kern is a CFP® professional with 16 years of experience in financial services. She is currently with Cetera and has held roles at Avantax and 1st Global, along with ongoing positions at the College of Financial Planning, University of Illinois, and Eck, Schafer & Punke LLP. Outside of her advisory work, she serves as an authorized signer for Hope Evangelical Free Church/International Rescue Committee, supporting refugee assistance efforts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services, operating nationwide with over 10,000 advisors and approximately $256 billion in assets under management.

Anne Ferraraccio is a financial advisor with Wells Fargo Advisors who holds Series 66 and Series 63 licenses and has 29 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent 12 years with Key Investment Services LLC. Outside of her advisory work, she serves as an independent consultant for Avon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services covering areas such as retirement, education, and niche topics like business-owner transition and special-needs planning, supported by proprietary research and planning tools.

Jennifer Sylvia is a financial advisor at Ameriprise with 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages JJS Corp, a business related to her Ameriprise work. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Dura Jr. is a CFP®-certified financial advisor with Edward Jones in Springfield, IL, and has 19 years of industry experience. He has been with Edward Jones since 2006 and also serves as a commander in the Illinois Army National Guard. 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 supported by a nationwide network of more than 23,700 advisors.

Damon Hofstrand is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Merrill since 1995 and has worked concurrently with Bank of America since 2011. Outside of his advisory work, he owns a farmland business in North Dakota and performs in a family musical group with his sons. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Stephen Douglas is a financial advisor with Wells Fargo Clearing in Springfield, IL, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he owns a travel-related business and serves as a legal guardian and representative payee for his brother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Campbell is involved in business ownership and property management activities unrelated to investment advisory services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice.

James Weaver is a financial advisor with LPL Financial in Springfield, IL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at LPL Financial since 2010 and concurrently at Bank of Springfield during this time. Outside of his advisory role, Weaver is involved in managing an indoor baseball and softball facility called The Clubhouse in Chatham, IL. 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 a range of financial planning services, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brandon Wellman is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. A portion of his business includes property and casualty insurance through Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by in-house research, model portfolios, and third-party asset managers.

Tom Noonan is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Edward Jones, Bank of America, and Merrill Lynch. Outside of finance, he is a partner in Sangamo Brewing, a brewpub in Chatham, Illinois, and owns Prairierd, a storm chasing and photography business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Rachel Rockford is a financial advisor at Edward Jones in Springfield, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she worked at Aldi for several years. 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 range of advisory programs and investment solutions through a large nationwide network of financial advisors.

Michael Witsman is a financial advisor with Morgan Stanley in Springfield, IL, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2018, and previously with Pruco Securities and The Prudential Insurance Company of America from 2013 to 2018. Outside of his advisory role, he serves on the boards of the Springfield American Business Club and the Central Illinois Boys and Girls Club, where he holds leadership positions, and he works as a soccer referee. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

Bree Heineman is a financial advisor with Edward Jones in Springfield, IL, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2001. 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.

Bradley Punke is a financial advisor at Cetera with Series 65 and Series 66 credentials and 27 years of industry experience. He has worked at firms including Avantax Investment Services and 1ST Global Capital Corp. He is also a partner at the CPA firm Eck, Schafer & Punke, LLP, where he has been since 1994, and serves as an executor for a family estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management options and access to third-party managers through a large nationwide network of independent advisors.

Chad Golembeck is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 21 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Nancy Snyders is a financial advisor with Merrill in Springfield, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Merrill since 1990. Outside of her advisory role, she performs data input work for St. John's Lutheran Church in Springfield. Merrill, along 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.

Lesley Hall is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

James Hogge III is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Avantax Investment Services and 1st Global Advisors. Outside of financial services, he is involved in a business providing baseball and softball instruction, where he manages accounting and operational tasks. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with options ranging from model portfolios to bespoke strategies.