David Roach is a Series 65 credentialed financial advisor with five years of industry experience. He has worked at Gallagher Fiduciary Advisors, LLC and Fortune 360 Group LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management alongside educational services and third-party manager oversight.

Justin Aulds is a financial advisor with AssuredPartners Investment Advisors holding a Series 66 license and two years of industry experience. Prior to joining AssuredPartners, he worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of finance, he works as an independent contractor for DoorDash. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Michael Heckert is a financial advisor with AssuredPartners Investment Advisors in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory Services, and Denham Blythe Co. Inc. He is a member and volunteer of MDRT, an independent association of financial services professionals and insurance brokers. AssuredPartners Investment Advisors offers portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors and provides both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.

Ned Burns Jr. is a CFP® professional at AssuredPartners Investment Advisors with 32 years of industry experience. He has previously worked with Kestra Advisory and Kestra Investment Services, LLC, and has a longstanding career including roles at Benefit Planning Services Inc and Herling & Schmitt. He is also associated with Modern Woodmen of America. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.

William Barczewski is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He holds a Series 66 designation and has prior work history at FSM Wealth, Lowe's, and positions in education including at the University of Southern Indiana and Nashville schools. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Douglas Vaughn is a CFP® professional with 15 years of industry experience. He is currently with AssuredPartners Investment Advisors and has been involved with Chesme Capital Management since 2005. Vaughn holds the Series 63 designation and operates out of DeWitt, MI. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management, including the use of third-party managers and educational services.

Milan Winters is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and 65 licenses and bringing 14 years of industry experience. Prior to joining AssuredPartners Investment Advisors in 2024, he worked at Lighthouse Financial Wealth Management, LLC for 13 years. In addition to his advisory role, he has worked as an independent insurance agent since 2011. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management with model and custom portfolios.

Kyler Spencer is a CFP® professional with nine years of industry experience, currently serving at AssuredPartners Investment Advisors. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Financial Solutions Midwest. He serves on the board of directors for the National Association of Insurance and Financial Advisors Illinois Chapter, where he holds the position of Secretary and Grand Treasurer. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, including third-party manager selection and participant education.

Charles Osborne is a financial advisor with AssuredPartners Investment Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and is also the owner and representative of Iron Capital Advisors, Inc., a registered investment advisor since 2003. Osborne is based in Atlanta, GA. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and delivers services through a multi-office team of advisors.

Stephen Erb is a financial advisor at AssuredPartners Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Chesme Capital Management since 2005, serving there through its affiliated firm Chesme Capital Management LLC before joining AssuredPartners in 2024. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Sean Hong is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He previously worked at Reynolds and Reynolds for eight years. Outside of his advisory role, he is involved in a rental property business. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management along with participant education and plan fiduciary services.

Andrew Buchanan is a financial advisor at AssuredPartners Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, Fifth Third Bank, and Fidelity Investments. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Brandon Heckert is a CFP® professional with 11 years of industry experience currently affiliated with AssuredPartners Investment Advisors. He previously worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC for seven years, and has experience with Country Capital Management Company. Outside of his advisory role, he is a member of the Million Dollar Round Table (MDRT), an independent association of financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio solutions along with fiduciary and third-party administrator services.

Mia Medina Bohanan is a financial advisor with AssuredPartners Investment Advisors in Denver, CO, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at World Investments, Inc., Pensionmark Financial Group, Pensionmark Securities, LLC, and TrueNorth, Inc./IMA Wealth, Inc. She is also involved with AssuredPartners as a Senior Account Executive supporting retirement plan consulting. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management along with ERISA plan services and participant education.

Sarah Fullerton is a financial advisor at AssuredPartners Investment Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked with firms including World Investments, Inc., Pensionmark Financial Group, and Fidelity. Outside of finance, she has worked with CorePower Yoga. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Troy Pedtke is a financial advisor with AssuredPartners Investment Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Kestra Advisory and Carrollton Bank. He is a member and volunteer with the Million Dollar Round Table, an association for financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.

Leo Barczewski is a financial advisor with AssuredPartners Investment Advisors, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He previously worked at Kestra Advisory Services, LLC and KESTRA Investment SERVICES, LLC. Barczewski is involved in a family farm operation outside of his advisory role. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Ashley Kolweier is a financial advisor with AssuredPartners Investment Advisors in Nashville, Illinois, holding a Series 66 designation and six years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services, LLC, and is also involved with Financial Solutions Midwest, LLC, where she directs trade processing and client requests. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management using model and custom portfolios.

Gary Casciola is a financial advisor at AssuredPartners Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Advisor Group, LLC and LPL Financial. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management alongside educational services for plan participants.

Mason Meyer is a financial advisor with AssuredPartners Investment Advisors in Nashville, IL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Private Client Services and FSM Wealth. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets across multiple offices and offers both discretionary and non-discretionary portfolio management, including ERISA plan services and client education.

Ian Smith is a financial advisor at AssuredPartners Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IFP Securities, LLC and LPL Financial. Outside of his advisory role, he is an insurance agent with Stafford Financial Consulting Group, LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm offers both discretionary and non-discretionary management with customized portfolios and third-party manager selection, serving clients through a team of 31 advisors across multiple offices.

Brian Heckert is a financial advisor at AssuredPartners Investment Advisors with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His previous roles include positions at KeStra Advisory Services, LLC, and KESTRA Investment Services, LLC. Outside of advisory work, he is involved in international speaking engagements and participates in mentoring and coaching through organizations such as Top Producers Int, LLC, and Ultimate Advisor Coaching, LLC. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary and third-party administrator capabilities.

Ryan Baumbach is a financial advisor at AssuredPartners Investment Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Lighthouse Financial Advisory Group, where he continues to be involved as an insurance agent. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices. The firm offers both discretionary and non-discretionary management, including ERISA plan services and participant education.

Susan Hubbell Sanchez is a financial advisor at AssuredPartners Investment Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Pensionmark Financial Group, Creative Planning, and Lockton Financial Advisors. Additionally, she is an insurance agent for property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Kyler Klingenberg is a financial advisor at AssuredPartners Investment Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Kestra Investment Services LLC and FSM Wealth. Outside of advising, Kyler is a volunteer member of MDRT, a professional association for financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and other entities. The firm manages several billion dollars in discretionary assets through a team of advisors across multiple offices and offers a range of discretionary and non-discretionary portfolio management solutions.

Beverly Bankus is a financial advisor with AssuredPartners Investment Advisors in Lancaster, PA, holding a Series 65 designation and nine years of industry experience. She has been with Murray Securus Wealth Management since 2015. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Daniel Stafford is a financial advisor with AssuredPartners Investment Advisors, holding a Series 63 license and bringing 42 years of industry experience. He has previously worked at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Stafford has also held leadership roles in consulting related to employee benefits and life insurance placement. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Michael Voorheis is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at AssuredPartners Investment Advisors and has been affiliated with Chesme Capital Management since 2018. Prior to that, he was with Investment Professionals Inc. for four years. He is involved with Chesme Capital Management, a registered investment adviser firm. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management as well as fiduciary and educational plan services.

David Miller is a ChFC® credentialed financial advisor at AssuredPartners Investment Advisors with 38 years of industry experience. He previously worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC for eight years. In addition to his advisory role, Miller is involved in insurance sales, including life, health, LTC, DI, group, and property and casualty insurance. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a multi-office team and offers both discretionary and non-discretionary portfolio management alongside educational and fiduciary services.

Jenna De Moss is a Series 66-licensed financial advisor at AssuredPartners Investment Advisors with seven years of industry experience. Her prior roles include positions at Kestra Advisory Services LLC, Bank of America, and Merrill Lynch. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, retirement plans, and other entities through a team of advisors across multiple offices.