Caleb Plattner

Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.

Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Elijah Loving is a financial advisor with CG Advisory Services holding a Series 65 credential and has been with the firm since 2024. He has no prior industry experience and holds an educational background from Western Illinois University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary model programs and customized arrangements, supplemented by financial planning, retirement plan consulting, and fiduciary advice.

Gina Martin is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Cambridge Investment Research and Farmers Financial Solutions. She serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and a combination of firm-developed and third-party investment models.

Debra Goodwin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and 26 years of industry experience. She has worked with Benjamin F. Edwards since 2015 and previously held positions at Wells Fargo Clearing and Wells Fargo Investments. Outside of finance, she owns and operates Prairie Rugs USA, a home-based business specializing in hand-woven rugs and stained glass. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage, utilizing proprietary strategies and third-party models with a combination of discretionary and non-discretionary managed solutions.

John Crock is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and select M&A advisory services.