Albert Pettibone is a financial advisor at Pettibone Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Pettibone Wealth Management since 2008. Pettibone Wealth Management provides discretionary and non-discretionary investment management services to individuals, trusts, small businesses, and employee retirement plans. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, utilizing institutional research and a combination of long-term and tactical strategies.

Blaine Troup is a financial advisor at Keybridge Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Keybridge Capital since 2017, following prior experience managing the Troup Family Office. In addition to advisory services, he is licensed as an insurance agent and may recommend or sell insurance products. Keybridge Capital is a single-advisor, independent firm serving individuals, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach focused on dividend growth and offers discretionary and non-discretionary asset management, financial planning, and consulting services. It also provides educational seminars and public workshops on financial planning and retirement topics.

Timothy O'Connor is a financial advisor with O'Connor Financial Group LLC in Quincy, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial LLC and has been involved with O'Connor Wealth Management since 1999. In addition to his advisory role, he has sold insurance products for over two decades to address client planning needs. O'Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs.

Michael Disalvo is a CFP® and Series 66 licensed financial advisor at PurposePath Capital, LLC with 16 years of industry experience. He previously worked at Krilogy Financial for 10 years before joining PurposePath Capital in 2021. He is also co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, Illinois. PurposePath Capital provides discretionary and non-discretionary portfolio management, financial planning, and coaching services to individuals, high-net-worth clients, business entities, and 401(k) plans. The firm uses model portfolios guided by modern portfolio theory and employs ETFs and mutual funds, often delegating investment management to outside managers while maintaining oversight.

Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Trust Portfolios L.P., First Trust Advisors L.P., and J.P. Morgan in various roles between 2015 and 2021. O'Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, utilizing diversified, risk-based portfolios primarily composed of no-load mutual funds and exchange-traded funds.

Jackson O'Connor is a CFP® professional with nine years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining O'Connor Financial Group LLC, where he has been since 2019. He holds a life insurance license. O’Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, utilizing diversified, risk-based portfolios primarily composed of no-load mutual funds and exchange-traded funds.

Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. Prior to joining PurposePath, he held roles at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory work, he is active as a managing partner in several property management businesses. PurposePath Capital provides discretionary and non-discretionary portfolio management and financial planning services for individuals, families, high-net-worth clients, entities, and 401(k) plans. The firm uses a Modern Portfolio Theory-based investment approach incorporating strategic and tactical asset allocation, and typically implements portfolios with diversified ETFs, mutual funds, equities, fixed income, and private investments.

Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. in Quincy, IL, holding a Series 65 designation and with over nine years of industry experience. He previously worked at Casey Hlubek from 2015 to 2024 before joining IPI Wealth Management. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and offers a range of discretionary risk-based model portfolios, strategic asset allocation, and active manager oversight.

Andrew Waggoner is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Core Planning and has prior experience at firms including LPL Financial, Bates Financial Advisors, and Metlife Securities. Outside of his advisory role, he has been involved in education through positions with the Hawaii Department of Education and local school districts. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies based on client goals and risk tolerance, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Shelby Terrill is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Stifel Independent Advisors since 2016 and previously worked at AXA Advisors, LLC from 2013 to 2016. Outside of his advisory role, he co-owns and operates a coffee shop and serves on the board of the Hannibal Regional Foundation, which supports the local healthcare system, as well as on the finance council of Holy Family Catholic Church and School. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a collaborative planning process with proprietary modeling to tailor asset allocation recommendations and delivers a wide range of financial services through its dual-registered status as a broker-dealer and SEC-registered investment adviser.

Kevin Reller is a financial advisor with Kovack Advisors, Inc. in Quincy, Illinois, holding a Series 66 designation and 21 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2011. Outside of his advisory role, he is a partner in a local washing services business where he oversees billing and expenses. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

John Lavery is a financial advisor with IPI Wealth Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with IPI Wealth Management since 2000 and Investment Planners, Inc. since 1995. Outside of his advisory work, Lavery serves as the secretary of the Quincy Country Club board. 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 proprietary risk-based models and utilizes an outsourced-agent operational model to support trade execution and portfolio management.

Laura Mc Reynolds is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Regal Investment Advisors since 2018 and is also associated with Retirement Partners, LLC. Outside of her advisory role, Mc Reynolds serves as an Alderman for the City of Quincy and volunteers with a nonprofit focused on disability awareness. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charities, and businesses. The firm offers a range of proprietary and third-party model portfolios and manages accounts on a discretionary basis through its Financial Advisers.

Seth Bray is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at the firm since 2024. Outside of his advisory role, he serves as the offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach involves a mix of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated lending and investment platforms.

Steven Schertel is a financial advisor with Kestra Advisory, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Raymond James Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad client base that includes institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, serving large institutional clients with approximately $79.8 billion in assets under management.

Gavin Higgins is a financial advisor at CWM, LLC with Series 65 credentials and one year of industry experience. Prior to joining CWM, he was self-employed and has a background in education, having worked at Quincy University and local schools. CWM, LLC serves a broad mix of clients including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers services such as asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a mix of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

David Jones is a CFP®-certified financial advisor with Valic Financial Advisors, based in Quincy, IL, and has 20 years of industry experience. He has been with Valic Financial Advisors since 2006 and also holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mohamed Ali is a financial advisor with CWM, LLC in Quincy, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at LPL Financial and Cetera Wealth Services, and he currently serves as an investment advisory representative. Ali is chairman of the board at Blessing Hospital and a board member of Blessing Corporate Services. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers comprehensive asset management, financial planning, retirement consulting, and utilizes a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Mark Schlipman is a financial advisor with CWM, LLC in Quincy, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera Wealth Services, LLC and LPL Financial, LLC before joining CWM. Schlipman serves on the board of the Church of St. Peter, providing financial advice to the pastor, and co-authors and publishes self-help books through a small publishing venture. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and other services, implementing discretionary portfolio management through an Investment Committee and a combination of in-house models and third-party providers.

Patrick Benson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation, and he has been involved with Benson Financial Group since 2007. Outside of advising, he is engaged in a business entity that supports staff operations unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a broad platform that integrates advisory and brokerage services.