Shane Todd

John Murphy is a financial advisor at IPI Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management since 2000. In addition to his advisory role, he is a part owner and agent at Snedeker & Murphy, Inc., where he is involved in life, health, and fixed annuity insurance sales. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform supported by an investment committee and outsourced operational infrastructure.

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

David Phipps is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Stifel Nicolaus & Co Inc and Cornerstone Wealth Management, LLC. Outside of his advisory role, he serves as a city commissioner for Mattoon, Illinois, and is involved in high school and college basketball officiating. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Renee Servis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of experience in the industry. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, Renee is involved with First Neighbor Tax & Accounting, a tax preparation and accounting business she has been associated with since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management supported by research and model portfolios.