Donald Phillips is a Certified Financial Planner® with over 40 years of industry experience. He serves as CEO and lead advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023. Prior to that, he held advisory roles at Kestra Advisory and Kestra Investment Services for over a decade. Outside of financial advising, he is involved in real estate ownership and partnership ventures. Greater Midwest Financial Group, LLC offers financial planning, investment management, and retirement consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $589 million in assets for 678 clients and employs a multi-disciplinary investment approach overseen by an internal committee, utilizing a range of investment vehicles including mutual funds, ETFs, and independent managers.

James Ronn is a Certified Financial Planner (CFP®) with over 30 years of industry experience. He is currently with Greater Midwest Financial Group, LLC and has held roles with Kestra Advisory and Kestra Investment Services since 2015. Outside of his advisory work, he is co-owner of a real estate business. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analyses, supported by an internal investment committee overseeing its asset allocation models.

Nathan Kimle is a financial advisor at Greater Midwest Financial Group, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Nuveen Asset Management LLC and Northwest Wealth Management, LLC. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, and behavioral analysis, overseen by an internal investment committee, and manages approximately $589 million in assets for 678 clients.

Donald Schroeder is a Series 65-licensed financial advisor at Greater Midwest Financial Group, LLC with one year of industry experience. Prior to joining Greater Midwest, he worked at CBRE and U.S. Bank. Greater Midwest Financial Group serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $589 million in assets for 678 clients. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, and behavioral analysis with Modern Portfolio Theory-based asset allocation, overseen by an internal investment committee.

Zachary Panek is a financial advisor with Greater Midwest Financial Group, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Patrick McGovern's and RBC Wealth Management. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, utilizing a multi-faceted investment approach overseen by an internal investment committee.

Jacob Kogler is a CFP® professional with 13 years of industry experience, currently serving at Greater Midwest Financial Group, LLC since 2023. He has worked with Kestra Advisory and Kestra Investment Services, LLC for over a decade. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $589 million in assets for 678 clients through a team of eight advisors, employing an investment process that integrates multiple analytical approaches and utilizes a range of investment vehicles under oversight from an internal investment committee.

Dylan Ronn is a financial advisor with Greater Midwest Financial Group, LLC in Saint Paul, MN. He holds a Series 65 designation and has experience with Kestra Investment Services as well as various other roles prior to entering the financial industry. Greater Midwest Financial Group provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a team-based approach and utilizes a combination of fundamental, technical, cyclical, and behavioral analysis within a Modern Portfolio Theory framework to manage approximately $589 million in assets for over 600 clients.

Robert Phillips is a CFP®-certified financial advisor with 16 years of industry experience. He is currently a vice president and financial advisor at Greater Midwest Financial Group, LLC, where he has worked since 2023, and has also been affiliated with Kestra Advisory and Kestra Investment Services for over a decade. Phillips is a partner in a real estate venture, JB Financial. Greater Midwest Financial Group, LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm employs a comprehensive investment process that integrates multiple analysis techniques and is overseen by an internal investment committee, managing approximately $589 million in assets for 678 clients through a team of eight advisors.