Joseph Dicce is a CFP® professional with 20 years of experience in the financial industry, all of which he has spent at Edward Jones since 2006. He holds the Series 66 designation and is based in Bartonville, IL. Outside of his advisory role, he is a rental property owner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the country.

Alexander Friedrich serves as a Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience in finance, founded by Kim Mitchell and Elizabeth Miller. The team's mission focuses on the care and protection of their families through comprehensive financial services. Mr. Friedrich's expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He is committed to helping individuals and families manage their financial lives through thorough financial planning aimed at supporting various aspects of life such as family, health, and home. He holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Alexander participates in several organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends and watching movies.

Sean Mulhern is a financial advisor with Morgan Stanley in Peoria, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley since 2018, including roles at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at Midwestern Securities Trading Co. LLC and Illinois National Bank, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Eric Kolowski is a financial advisor at Edward Jones in Peoria Heights, IL, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at the East Peoria Police Department. He serves as Vice President of Peoria First Networking, a local organization focused on business referrals and attendance tracking. 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, providing both discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

Andrea Wiegand is a ChFC® with 12 years of experience, currently serving at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. She is based in Peoria, IL, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in life and health insurance sales and manages a short-term rental in her home. MassMutual Investors Services, LLC 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 emphasizes collaborative annual planning engagements using firm-approved analytical tools and offers specialized programs, including event-driven planning such as divorce and estate settlement.

Nathan Kunkle is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he has ownership interests in several investment-related businesses, including OHANA HONU LLC and Cornerstone Strategic Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for clients.

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.