Anna M. Sohm

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Joseph Oettel is a CFP® professional with 18 years of industry experience, operating as the sole advisor at Lighthouse Financial & Consulting Services, LLC since 1999. He is also a managing member of Integrity Properties, LLC, reflecting involvement in a side business apart from his advisory practice. Lighthouse Financial & Consulting Services is an independent registered investment adviser serving individuals, high-net-worth clients, and trusts. The firm offers portfolio management and financial planning services, including Medicaid, estate, retirement, and college planning, using diverse analytical methods to construct portfolios typically emphasizing ETFs and U.S. Treasury securities.

Bradley Bobb is a CFP® professional with 24 years of experience in financial advising. He is the principal of Bobb Financial Incorporated in Chatham, IL, and has previously worked with firms including United Planners Financial Services and Rda Financial Network. Outside of his advisory work, he engages in educational seminars and paid speaking engagements. Bobb Financial Incorporated is an independent, state-registered advisory firm managing approximately $86.1 million in discretionary assets for individuals, high-net-worth clients, and businesses. The firm primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, combined with fundamental and technical analysis, and offers modular financial planning services with options to integrate third-party managers.

Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.