Aaron Donald Immke

Donald Mclaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 23 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a diverse client base including individuals, high-net-worth clients, corporate retirement plans, charitable institutions, foundations, endowments, trust programs, and other financial advisers. The firm combines top-down and bottom-up investment processes, employing thematic, fundamental, quantitative, and qualitative analysis, and incorporates a range of strategies such as passive ETFs, mutual funds, bond ladders, and option overlays tailored to client risk tolerance.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Brooke Pettit is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to her current role, she worked in education and sports organizations, including Purdue Northwest and the Chicago Fire Soccer Club. She is also self-employed as an insurance producer and estate planner. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm employs a multi-manager investment approach combining tactical and passive models, custom portfolios, and third-party money managers, with additional offerings including proprietary mutual fund blends and access to alternative investments.

Chelsea Paddock is a CFP® professional with 10 years of industry experience, currently advising at LPL Financial. She has worked previously at Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of her advisory roles, she is involved in bookkeeping for commercial development and tax preparation through a CPA firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Reginald Warfield is a financial advisor at Edward Jones in Danville, IL, with three years of industry experience. He holds a Series 66 designation and previously worked for Old National Bank (formerly First Midwest Bank) for 11 years. Outside of his advisory role, he manages a rental property as a sole proprietor. 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, and operates under a fiduciary standard.