David Michael Phipps

Jennifer Kinkelaar is a financial advisor at Brücke Financial, Inc. with six years of industry experience and holds the Series 65 designation. She has worked at Brücke Financial since 2019 and is also involved with Kinkelaar Financial Services LLC and Simplicity Group. Outside of her advisory role, she is a partner in Birdin' Falls, LLC, a property ownership partnership. Brücke Financial primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis, modern portfolio theory, and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Richard Hawickhorst is a ChFC® credentialed advisor at Brücke Financial, Inc. with 43 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America for nearly four decades before joining Brücke Financial in 2018. Brücke Financial serves individual and high-net-worth clients as well as corporations and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, incorporates options and derivative strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

Luke Doedtman is a CFP® with 14 years of experience in the financial services industry. He has worked at Brucke Financial, Inc. since 2018 and previously held positions at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory work, Doedtman serves as a trustee for Douglas Township, is a board member of Catholic Charities, and participates in fundraising efforts for St. Michael School. Brücke Financial primarily serves individual and high-net-worth clients, as well as corporations and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm uses fundamental analysis and modern portfolio theory, incorporates options and derivatives strategies, and frequently allocates assets to third-party subadvisers, including AI-driven and alternative managers.

John Murphy is a financial advisor at IPI Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management since 2000. In addition to his advisory role, he is a part owner and agent at Snedeker & Murphy, Inc., where he is involved in life, health, and fixed annuity insurance sales. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform supported by an investment committee and outsourced operational infrastructure.

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Shane Todd is a financial advisor with Edward Jones in Greenup, IL, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2019, he worked at Casey State Bank and Midwestern Securities Trading Co., LLC, and earlier at Ervin Equipment. He serves as a board member for Casey-Westfield School District and is involved with Casey Industries Inc., promoting economic development in Casey, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.