Mark Montes De Oca

David Marrone is a ChFC® credentialed financial advisor with 28 years of industry experience. He has been associated with Financial Synergy, Inc. since 1993 and Commonwealth Financial Network, Inc. since 1995. Outside of advising, he serves as a notary public. Financial Synergy, Inc. serves individual clients by providing financial planning, portfolio management, tax preparation, and planning services. The firm operates primarily on a non-discretionary basis, integrating accounting and tax expertise with advisory and insurance services in a small, hands-on practice.

Scott Willenbrock is the sole advisor at Willenbrock Financial Planning in Champaign, Illinois, holding a Series 65 designation with 16 years of industry experience. He has been a professor of physics at the University of Illinois at Urbana-Champaign since 1993, balancing his academic career with financial advisory work. Willenbrock Financial Planning serves individual clients, trusts, estates, and small entities by providing comprehensive personal financial planning and discretionary investment management. The firm employs a diversified, low-cost index fund strategy tailored to clients’ time horizons and risk tolerances, operating on a fee-only, single-advisor model with no third-party compensation.

Xinhong Liu is a CFP® professional with nine years of industry experience, currently practicing at an independent financial planning and asset management firm in Champaign, IL. Prior to founding the firm, Liu worked at Cozad Asset Management, Inc. and M Holdings Securities, Inc. from 2016 to 2019. Liu also serves as Treasurer of the Chinese American Association of Central Illinois. The firm provides financial planning and investment management services tailored to individual clients and trusts, along with retirement plan consultation for small businesses. Portfolios are customized based on client circumstances and risk tolerance, emphasizing long-term, diversified allocation with quarterly and annual reviews.

William Cooper is a financial advisor at W.K. Cooper II Asset Management Corporation in Champaign, IL, holding Series 63, Series 65, and Series 66 licenses with 25 years of industry experience. He has been with his current firm since 2000. W.K. Cooper II Asset Management Corporation serves high-net-worth individuals, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and wealth-management services focused on risk management. The firm uses third-party research and offers personalized investment oversight through a combination of informal monitoring and formal annual reviews.

Achim Von Bodman is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Orbit Financial Planning and Investments in Champaign, IL. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, Ausdal Financial Partners, and Nadler Financial Group. Outside of financial advising, he is an investor and active manager of Soccer Planet, an indoor athletic field facility. Orbit Financial Planning and Investments provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on client goals and risk tolerance, managing diverse asset classes and offering access to alternative and private-market strategies through recommended sub-advisors.

Scott Cline is a financial advisor with Cline Financial Concepts, LLC in Champaign, IL, holding a Series 65 designation and 20 years of industry experience. He previously worked at Miller Financial Planning LLC from 2014 to 2016. In addition to his advisory work, he consults on MS Excel clean-up for an agricultural consulting company during off trading hours. Cline Financial Concepts provides discretionary investment management and fee-based financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes fundamental analysis and a generally long-term investment approach, utilizing low-cost, diversified mutual funds and ETFs, with selective use of individual securities, and serves a multi-million dollar client asset base.