Nathaniel J Cundiff

Connor Koberlein is a financial advisor at Pacesetter Financial Group, L.L.C. in Lincoln, Illinois. He holds a Series 65 credential and has approximately one year of industry experience. His prior work includes roles at J.M. Abbott & Associates and Culver's. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and retirement plans. The firm applies Modern Portfolio Theory to build diversified portfolios primarily with mutual funds and provides discretionary and non-discretionary portfolio management along with 401(k) advisory services.

Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. He previously worked at Ameriprise Financial, Inc. and Lincoln Christian University. In addition to his financial advising role, Timothy works as an accountant at J.M. Abbott & Associates, Ltd., a certified public accounting firm co-owned by the same majority partners as Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and company-sponsored retirement plans, offering portfolio management, financial planning, and 401(k) advisory services. The firm employs Modern Portfolio Theory to construct diversified portfolios, often utilizing funds from Dimensional Fund Advisors, and integrates tax and accounting services through its affiliation with a sister CPA firm.

Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.

Kathryn Schneider is a CFP® professional with 27 years of industry experience, currently serving with Private Advisor Group, LLC since 2021. Her prior experience includes roles at LPL Financial, Level Four Advisory Services, Level Four Insurance Services, and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has been employed as a personal support worker with the Illinois Department of Human Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary investment advisory services and employs a fiduciary-based model that incorporates various strategies and third-party managers to meet client goals.

Nathaniel Neal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and also operates Nathan Neal Tax Service, which he has run since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports customized and model portfolio strategies.