James Wachtel

John Anderson is a financial advisor at Investments By Design, Inc in Galena, IL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with Investments By Design since 2012. Investments By Design provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm’s investment approach is based on documented client goals, time horizon, and risk tolerance, employing a range of analysis methods and strategies from long-term investing to options writing.

Alan Bird is a CFA® charterholder with 13 years of industry experience. He co-founded McDevitt & Bird Investment Management Co. in 1996, where he continues to work. Outside of his advisory role, Bird served as a director and officer of Royal Savings Bank, a community bank in Chicago, from 1972 until his planned retirement in 2012. McDevitt & Bird Investment Management Company provides discretionary and non-discretionary portfolio management and investment advice primarily to high-net-worth individuals and a small number of institutional clients. The firm uses a combination of charting, cyclical, fundamental, and technical analysis to recommend individual securities and tailors holding periods to client objectives.

David Swisher is a CFP® with 28 years of industry experience and has been with Benchmark Capital Group Ltd. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in tax preparation and consulting through Academy Advisors Ltd. and serves as trustee on his spouse’s living trust and her irrevocable life insurance trust. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm customizes strategies based on client objectives and risk tolerance, employing various analytical methods and trading strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. with 26 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 65 designations. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and trading strategies tailored to client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside modular financial planning and retirement plan consulting.

Gavin Doyle is a financial advisor at UMB Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Illinois Bank and Trust and LPL Financial. Outside of his advisory role, he is involved with the Northwest Illinois Economic Development Association, contributing to economic development efforts. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering a range of program options and access to various fixed income and equity instruments. The firm utilizes both model-based and manager-driven investment approaches and maintains distinctive structural affiliations with UMB Bank and UMB Investment Management.

Tricia Holdgrafer is a financial advisor with Eagle Strategies (NY Life) in Bellevue, IA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of her advisory role, she is an officer at Holdgrafer Dairy, Inc., where she manages accounting functions. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.