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 financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc, Cornerstone Wealth Management, and First Neighborhood Bank. Outside of his advisory work, he serves as a City Commissioner for Mattoon, Illinois, and is involved in high school and college basketball officiating. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Renee Servis is a financial advisor with LPL Financial in Toledo, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. 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. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.