William Anthony Gohs

John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.

Philip Wegman is a CFP® with six years of industry experience, currently serving as an advisor at Journey Beyond Wealth. His prior experience includes roles at Investment Planners Inc. and The Vanguard Group, Inc. Outside of his advisory work, he is involved with FaireCoffee, a coffee shop in Washington, Illinois, where he handles bookkeeping. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a structured, passive allocation approach using low-cost mutual funds and ETFs and offers specialized Family Office services, including intergenerational education and facilitated family meetings.

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Philip Cooper is a financial advisor with 23 years of industry experience, currently affiliated with 210 Financial, a team-based firm. He holds Series 63 and Series 65 credentials. His prior experience includes roles at AE Wealth Management, LLC, Creative Financial Designs, INC, CFD Investments, Inc., and Kingdom Purposes Inc. Outside of advisory work, he is involved in insurance sales and owns a real estate business. 210 Financial serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting. The firm utilizes model-driven portfolio management with a focus on goals-based household strategies and incorporates a range of investment vehicles, including mutual funds, ETFs, separately managed accounts, annuities, and donor-advised funds.

Kendall Stahl is a Series 65 licensed advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He previously worked at AE Wealth Management and Kingdom Purposes. Outside of financial advising, he is the owner and operator of Stahl Farms, a farming business in Brimfield, Illinois. 210 Financial is a team-based firm serving individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm employs model-driven portfolio management using a variety of investment vehicles and often integrates third-party model managers to implement client strategies.

James Anderson is a CFP®-designated financial advisor with Creekmur Asset Management, LLC, where he has worked since 2020. He has 10 years of industry experience and previously held roles at AE Wealth Management, Madison Avenue Securities, and other firms. Anderson also has experience as an insurance sales agent with Creekmur, Inc., operating under Creekmur Wealth Advisors. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, using third-party tools and model managers to align portfolios with client risk profiles.