Terri Lynn Kuizinas

Tim Baker is the sole advisor at Baker & Company Advisory Group Inc in Decatur, IL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been affiliated with Baker and Company since 1983 and also maintains roles at First Allied Advisory Services and First Allied Securities. Baker operates an insurance services business focused on fixed, life, health, and property and casualty insurance. Baker & Company Advisory Group provides fee-based investment advisory and financial planning services to individuals, trusts, retirement accounts, and corporations, generally requiring a minimum managed account of $100,000. The firm employs an active asset allocation and risk management approach using fundamental, technical, and cyclical analysis, with portfolios typically managed on a discretionary basis and monitored daily.

Nathan Hoebing is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Investment Planners Wealth Management since 2021 and previously held positions at Knights of Columbus, Hyvee, and Spring Lake Country Club. IPI Wealth Management, Inc. offers investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and provides a range of proprietary, risk-based portfolios under an open-architecture model with discretionary management and quarterly committee reviews.

Egan Franzen is a financial advisor at IPI Wealth Management, Inc. with a Series 65 credential. He has recent experience working at Emberwood Capital and several roles in educational and consulting environments. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and employs an open-architecture model with proprietary, risk-based model portfolios that are reviewed quarterly by an Investment Committee.

Michelle Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with IPI Wealth Management, Inc. since 2014. Michelle works out of Decatur, Illinois, and has spent her entire recent career at IPI Wealth Management and its affiliated firm, Investment Planners Inc. 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 through an open-architecture investment platform that emphasizes risk-based model suites and an investment committee framework.

Melissa Willoughby is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior roles include positions at Horace Mann Companies, Horace Mann Investors, Midwestern Securities Trading Company, and SB Financial at Security Bank. She has also been involved with The Foundation for Excellence since 2008. BCG Securities serves institutional retirement plans and individual clients with account sizes typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailors recommendations to client goals, often using non-discretionary implementation and monitored third-party managers.

Tanner Bartlow is a financial advisor at IPI Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Forthright Capital Advisory, JP Morgan Securities, and Equitable Advisors. Outside of advisory roles, he is also involved in insurance sales, focusing on individual life insurance and fixed annuity products. IPI Wealth Management serves individuals, businesses, and retirement plans with investment management, financial planning, and access to third-party asset managers. The firm follows an open-architecture model and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly reviews by an investment committee.