Reginald Warfield

Donald Mclaughlin is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with McLaughlin Asset Management, Inc. and has worked at First National Bank of Danville since 1983. McLaughlin Asset Management serves individuals, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a range of investment strategies including ETFs, mutual funds, bond ladders, and options overlays.

Ryan McLaughlin is a financial advisor at McLaughlin Asset Management, Inc. in Danville, IL, holding a Series 65 designation with 20 years of industry experience. He has been with McLaughlin Asset Management since 2003. McLaughlin Asset Management serves individuals, including high-net-worth clients, corporate retirement plans, charitable institutions, foundations, trusts, and other financial advisors. The firm offers discretionary portfolio management and financial planning, employing a blend of top-down and bottom-up analysis with a combination of active, passive, and options strategies tailored to each client’s risk tolerance and objectives.

Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Brooke Pettit is a financial advisor at Horter Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and sports organizations, including Covington Community Schools and Chicago Fire Soccer Club. Pettit is also involved in insurance and estate planning as a licensed insurance producer and estate planner. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm uses tactical and passive multi-manager portfolios, model and custom strategies, and offers access to third-party managers and alternative investments as part of its ongoing investment supervision.

Chelsea Paddock is a Series 66-licensed financial advisor with nine years of industry experience, currently serving clients at Kestra Advisory. She has held positions at LPL Financial and Old National Wealth Management, and maintains roles involving bookkeeping and tax preparation outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and access to multiple management platforms, with a client base that includes large institutional investors.

Kelly Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Berry has worked with multiple financial institutions, including Iroquois Federal and Servbank, and is also an insurance agent with Iroquois Insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to tailor recommendations while maintaining client decision authority.