Steven Schultheis

Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

Michael Clark is a CFP® professional with 19 years of industry experience. He is a principal at Clark Wealth Partners, LLC, where he has worked since 2016. Prior to that, he was with Visionary Wealth Advisors and Tmfs Advisors, LLC. Clark also maintains a minor role as an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, tailoring portfolios to client objectives using a combination of analytical methods and internal model portfolios.

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he is also an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for around 394 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management along with financial planning, using internal model portfolios and a variety of analytical methods tailored to client objectives and risk tolerances.

Jacob Mc Kinney is a financial advisor at Clark Wealth Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Armstrong Teasdale LLP, PwC, and the Air Force National Guard. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, customizing portfolios using a variety of analytical approaches and model portfolios to align with client objectives and risk tolerances.

Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.