Bradley Bobb is a CFP® with 24 years of industry experience and is the sole advisor at Bobb Financial Incorporated, an independent advisory firm based in Chatham, IL. His work history includes roles at United Planners Financial Services and Federal Consulting. The firm offers discretionary investment management and modular financial planning services, managing approximately $86.1 million in assets for individuals, high-net-worth clients, and businesses. Bobb Financial primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and is noted for providing educational seminars and paid speaking engagements.

Andrew Maynerich is a CFP® with 14 years of experience in the financial services industry. He is a principal at Maynerich Financial and has previously worked at ICA Group Wealth Management, LPL Financial, and Investment Centers of America. Outside of finance, he teaches tap dance classes and works as a choreographer for local theater and schools. Maynerich Financial manages approximately $122.5 million for nearly 480 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to create customized asset-allocation strategies and utilizes both long- and short-term approaches.

Ethan Thomas is a financial advisor at Maynerich Financial with two years of industry experience. He holds a Series 65 designation and has worked primarily with Maynerich Financial since 2021, with earlier roles in retail and education. In addition to his advisory work, Ethan owns EFNF LLC, an online consulting business serving e-commerce and Amazon sales clients. Maynerich Financial manages approximately $122.5 million for nearly 480 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies, operating mainly under discretionary authority.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

Anna Sohm is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. She has been with Kestra Advisory and its affiliated firm Kestra Investment Services since 2016. Outside of her advisory work, Sohm is the head coach for a middle school running team and serves as President Elect of the Springfield Muni Opera board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, managing approximately $79.8 billion in assets and serving a broad range of investors including sovereign wealth funds.

David Coonrod is an advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Kestra Advisory since 2016. In addition to his advisory role, he is president of Coonrod & Associates, P.C., a tax and accounting firm, and serves as a trustee for Chatham Baptist Church. He is also a musician. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and 28 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of advising, Campbell has involvement in commercial real estate ownership and property management through several individual and co-owned entities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendations and annual advice focused on income stability and tax-aware withdrawal strategies.

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.

Thomas Stoecker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Summit Financial Group, Inc. and Legacy Financial Group. Outside of his advisory work, he serves in local government and community roles, including as Treasurer and Honor Guard Captain of the American Legion, Shaw's Point Township Supervisor, a member of the Macoupin County Board of Review, and Chairman of the Macoupin County Republican Central Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, featuring options from automated allocations to custom strategies, with over $256 billion in assets managed and a network exceeding 10,000 advisors.

Adam Liesman is a financial advisor with Edward Jones in Chatham, Illinois, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and manages a real estate rental business in Chatham. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large network of financial advisors and branch offices nationwide.