Ashlee Elaine Bertan

David Marrone is a ChFC® credentialed financial advisor with 29 years of industry experience. He is the sole advisor at Financial Synergy, Inc. in Champaign, IL, and has held roles at Commonwealth Financial Network, Inc. and Commonwealth Equity Services since the early 1990s. Outside of advising, he serves as a notary public. Financial Synergy, Inc. provides financial planning and portfolio management services primarily to individual clients, operating largely on a non-discretionary basis. The firm integrates tax preparation and planning with its advisory services and offers insurance products, combining these capabilities in a way that reflects Marrone’s background in accounting and tax credentials.

Benjamin Franklin is a CFP® with 42 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2018. He previously worked at Franklin Wealth Advisors, Inc. and First Allied Advisory Services, Inc. among other firms. Franklin is also a treasurer and board member of a nonprofit organization focused on speaking, teaching, and bookkeeping, and he owns a tax preparation and accounting business where he is a Certified Public Accountant. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm’s investment process utilizes asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Timothy Franklin is a CFP® with 20 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2018. His prior experience includes roles at First Allied Advisory Services, Inc. and Franklin Wealth Advisors, Inc., where he continues as a Senior Wealth Advisor. He is also licensed to sell life and term insurance. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Brian Steidinger is a CFP®-designated financial advisor with Edward Jones in Gibson City, IL, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves on the Board of Directors for Gibson Area Hospital and Health Services, where he holds several committee chair positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Christian Rosenbeck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His previous roles include positions at Rivian, State Farm, Country Financial, and Kurtenbach Insurance and Financial Services Inc. Outside of his advisory work, he is affiliated as an NCAA official in Gibson City, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Tiffany Graham is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Servion, Inc for five years. Between 2021 and 2023, she was a homemaker. 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 under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.