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.

Cheryl Reed is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. Her career includes over a decade with Raymond James Financial and prior roles at Busey Investment Services and South Side Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network and a variety of portfolio management strategies.

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.

Mc Kenna Richardson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Richardson worked at Morton Community Bank and Commerce Bank. Outside of finance, Richardson has held roles in the hospitality sector, including positions at The Forge Steakhouse and West Dublin Pub. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Morgan Ferrenburg is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. Prior to joining Merrill and Bank of America in 2021, he worked in various roles including positions at Illinois State University and Heartland Community College. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alicia Curtis is a financial advisor with LPL Financial in Peoria, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Curtis is involved in a tax and investment-related business entity called Curtis and Dearing Riverfront Properties, established for office expense purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable strategies, model portfolios, and institutional platforms.

Matthew Glatz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he is involved in several business ventures including agricultural operations and partnership roles. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base through tailored financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.

Angelica Phipps is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Northwestern Mutual, and IFP. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios that include a variety of investment types, managed on discretionary or non-discretionary terms.

Eric Obalil is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Ic Advisory Services, The Investment Center, and Royal Alliance Associates. He serves on the board of the Washington Township United Fund and owns Alexander Financial, an insurance and benefits business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement advisory services. The firm offers a variety of investment solutions, including proprietary models and access to unaffiliated strategists, tailored to client objectives across multiple custody platforms.

David Hohmann is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Woodbury Financial Services, Grove Point Investments, Nest Egg Wealth Management, and H. Beck, Inc. He is involved in managing an insurance agency providing health sharing accounts, Medicare supplements, and life insurance products. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs.

James Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and First Allied Securities. Since 2020, he has been associated with Cetera and its related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth segments, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Benjamin Lawson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Prudential Financial from 2012 to 2023, followed by positions at COUNTRY Capital Management and COUNTRY insurance affiliates before joining LPL Enterprise and Legacy Retirement Strategies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutions, using model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Andrew Chambers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 license and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Chambers serves as a board member and investment committee member for Illinois Valley Public Telecommunications in Peoria, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Michael Leali is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1978 and holds Series 7 and 66 FINRA registrations. Michael holds the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations, and he earned a Bachelor's degree in Finance from Northern Illinois University. Michael works with clients on estate and succession planning, investment portfolio management, and education regarding investment holdings, performance, and risk. As a specially qualified Senior Portfolio Manager, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, small business strategies, individual and corporate investment strategy, and tax minimization. He is involved in several community organizations, serving as a board member emeritus for the Salvation Army of Peoria, Illinois, and co-founding the Greater Peoria Chess Foundation, on whose board he serves. Michael has coached youth soccer and chess and is actively involved with Easter Seals, St. Thomas Church, and St. Vincent de Paul Society. He resides in Peoria with his wife, Karen, and enjoys traveling, running, hiking, biking, reading, chess, and spending time with his grandchildren.

Abbey Strubhar is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she served as the City Treasurer of Washington, Illinois, an elected position she held for three years. She has also been involved with the W. D. Boyce Council, Boy Scouts of America, Inc., for 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering customized financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Adam Ghantous is a financial advisor with LPL Financial in Peoria, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Edward Jones. Outside of his advisory practice, he owns Summer Leigha Photography, LLC. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategies and support tools.

Nathan Hamm is a financial advisor with Morgan Stanley in Peoria, Illinois, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. and Edward Jones, as well as six years at Archer Daniels Midland. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Ryan Miller is a financial advisor with Robert W. Baird & Co. in Peoria, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Baird in 2023, he worked at PNC Bank and JPMorgan Chase Bank. He serves on several local boards, including The Children's Home Association of Illinois and Peoria Notre Dame High School, contributing to their investment and finance committees. Baird’s DDK Group provides private wealth management services to individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management solutions that include both traditional and non-traditional investment strategies.

Sharbel Shanine is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and has worked at Legacy Investment Services and Woodbury Financial Services, Inc. in addition to his current role. Shanine is also involved in the sales and service of traditional insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Jeffrey Doeden is a financial advisor with LPL Financial in East Peoria, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial and its DBA Doeden Asset Management since 2022, and previously held roles at Kestra Advisory and WFG Advisors. Outside of advising, he operates a tax preparation and accounting business called Doed Knows Taxes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.