Michael Ray Curtis

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

Mary Flaherty is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Prospera Financial Services, Inc. She previously held roles at Charles Schwab, Focused Alpha, LLC, MKF Private Wealth Management, and World Investment Advisors, LLC. Prospera Financial Services, Inc. is a multi-team firm that provides investment advisory and financial planning services to individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a variety of portfolio management options including firm models, third-party sub-advisers, and advisor-managed strategies.

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Kevin Nicol is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience and has operated multiple financial and advisory firms over the past three decades. Nicol serves as a board member for the Southern Illinois University at Edwardsville Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers portfolio management through various platforms and models, with a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches.

Robert Groene is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.