Clayton Edward Mason

I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.

Michael Ludgate is a financial advisor with Ludgate Capital and holds a Series 65 designation. He has no prior experience as a financial advisor but has worked in the cybersecurity industry for several years, including positions at At-Bay, eSentire, and TechGuard Security. His background also includes employment at the St. Clair County Treasurer's Office. Ludgate Capital provides non-discretionary investment advisory services and financial planning to individuals, families, trusts, and other clients. The firm emphasizes diversified, long-term portfolio construction informed by fundamental and quantitative analysis and integrates financial and retirement planning into its advisory relationships.

Dwight Schaefer is a financial advisor with Schaefer Wealth Management, Inc. in Waterloo, IL, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Schaefer Wealth Management since 2008. Outside of advising, he works as an independent insurance agent for various companies and serves as co-successor trustee for a family trust. Schaefer Wealth Management serves individual investors, high-net-worth clients, and business owners with customized investment management and financial planning services, employing a mix of mutual funds, ETFs, and individual securities guided by quantitative analysis and third-party research. The firm also offers educational seminars and client newsletters at no additional cost.

Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

Michael Clark is a CFP® with 19 years of industry experience. He has worked at Clark Wealth Partners, LLC since 2016 and previously spent six years at Visionary Wealth Advisors. Clark is also licensed as an independent insurance agent, an activity to which he devotes less than one hour per month. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, with portfolios tailored to clients’ risk tolerances and objectives using a range of investment vehicles and model portfolios.

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.