James Christopher Wachtel

John Anderson is a financial advisor at Investments By Design, Inc with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Anderson has led Investments By Design since 2012. Investments By Design provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and some corporate or business entities. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing various strategies including long- and short-term trading, short sales, margin, and options writing, alongside traditional asset allocations.

David Swisher is a CFP® professional with 28 years of industry experience, currently advising clients at Benchmark Capital Group Ltd. since 2009. He also engages in tax preparation and consulting through Academy Advisors Ltd. and serves as a trustee on his spouse’s living trust and irrevocable life insurance trust. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis and offers both long- and short-term approaches tailored to client objectives.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. in Galena, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Benchmark Capital Group Ltd. since 2012. Benchmark Capital Group Ltd. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary and non-discretionary portfolio management, financial planning, and employer retirement-plan consulting. The firm manages approximately $174 million and employs a varied investment approach that includes fundamental and technical analysis, supporting both long- and short-term strategies tailored to client needs.

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) based in Bellevue, Iowa, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Eagle Strategies since 2021 and concurrently associated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of her advisory role, she serves as an officer and handles accounting for Holdgrafer Dairy, Inc., a family-operated business. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eileen Allison is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 credentials and has worked with Prudential Investment Management Services and Prudential Insurance Company of America. Allison has been with Empower-affiliated firms since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.