Daniel Holder is a CFP® and PFS™ with 16 years of experience in financial advising. He is the president of Daniel Holder & Associates, Inc., a public accounting firm he founded in 2001, where he serves as a certified public accountant and prepares tax returns. Holder has been with Holder Wealth Management since 2014 and has a long-standing academic role at the University of Illinois at Urbana Champaign in the Department of Accountancy. Holder Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management and financial planning. The firm employs a research-driven, buy-and-hold investment approach with a focus on index and DFA funds, offering both ongoing management and hourly consulting services.

Geovanny Vega Zamora is a financial advisor at HOLDER Wealth Management with a Series 65 designation and three years of industry experience. He has been with Holder Wealth Management since 2014. HOLDER Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other legal entities by providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and Dimensional Fund Advisors funds, and offers both ongoing management and hourly consulting services.

Charles Holder is a financial advisor at HOLDER Wealth Management in Champaign, IL, with 12 years of industry experience. He holds a Series 65 designation and has worked at the University of Illinois at Urbana-Champaign and Parkland College. Outside of his financial advisory role, Mr. Holder operates a legal practice specializing in estate planning, small business formation, real estate law, and taxation. HOLDER Wealth Management serves individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm manages approximately $284 million in discretionary assets and employs a research-driven, buy-and-hold investment approach primarily using index-style and DFA funds.

Ryan Bradley is a financial advisor at HOLDER Wealth Management with 16 years of industry experience. He holds a Series 65 credential and has worked at Smith & Bradley Ltd. since 2012 and at Phebus & Koester since 2009. Outside of his advisory role, he is a partner-level civil litigation attorney at Phebus & Koester Law Firm and owns Smith & Bradley, Ltd., a watch manufacturing company. HOLDER Wealth Management serves individuals, trusts, estates, pension plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and DFA funds, offering both ongoing management and hourly consulting services.