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Trent B

Series 65, Series 63

Robinson, IL

KCPAG Financial Advisors LLC

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining KCPAG Financial Advisors, Bierman worked at Regions Bank and Fifth Third Securities. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets and serves about 405 clients through a team of 13 advisors operating across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Brian B

Series 66

Vincennes, IN

KCPAG Financial Advisors LLC

Brian Bouillet is a financial advisor with KCPAG Financial Advisors LLC, holding a Series 66 credential and 18 years of industry experience. He has been with KCPAG and affiliated firms since 2008. Outside of his advisory role, he has been involved with Shaker Prairie Shop since 1987. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm operates across 27 offices with a team of 13 advisors and employs a mix of long- and short-term investment strategies alongside model-based and sub-advised solutions.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Benjamin B

Series 65

Evansville, IN

KCPAG Financial Advisors LLC

Benjamin Brown is a financial advisor at KCPAG Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and has previous work history at Kemper Capital Management, Fastenal Company, and DoorDash. He has been involved with Illiana Christian Assembly, Inc. for nine years. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets through a team of 13 advisors across 27 offices, providing both discretionary and non-discretionary management with a mix of long- and short-term investment strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Christopher F

CFP®, Series 63, Series 65

Modesto, CA

KCPAG Financial Advisors LLC

Christopher Frizzi is a CFP® with 31 years of industry experience and is a member of the 13-advisor team at KCPAG Financial Advisors LLC. He has been with KCPAG and its affiliated entities, including Kemper Capital Management LLC and KCPAG Insurance Services LLC, since 2009. Outside of his advisory work, he is a part-owner of a single-family rental property. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, plans, trusts, estates, and businesses. The firm offers tailored asset management using fundamental analysis alongside long- and short-term strategies, serving approximately 405 clients across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Sheila L

Series 63, Series 65

Marion, IL

KCPAG Financial Advisors LLC

Sheila Lautenbacher is a financial advisor at KCPAG Financial Advisors LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KCPAG Financial Advisors since 2015. Her prior experience includes roles at Securities America Inc. and Kemper Capital Management LLC. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm manages approximately $22.5 million in discretionary assets and operates through a team of 13 advisors across 27 offices, employing fundamental analysis and a combination of long- and short-term strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Shawna H

Series 63, Series 65

Evansville, IN

KCPAG Financial Advisors LLC

Shawna Horne is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her background includes roles at Securities America, Inc., Kcpag Brokerage LLC, and Kcpag Insurance Services LLC. She has worked with KCPAG Financial Advisors LLC since 2001. KCPAG Financial Advisors LLC offers financial planning, portfolio management, retirement plan consulting, and referrals to third‑party money managers for individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm manages approximately $22.5 million in discretionary assets for about 405 clients through a team of 13 advisors across 27 offices, employing fundamental analysis and a range of asset management strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Kameron V

Series 65

Vincennes, IN

KCPAG Financial Advisors LLC

Kameron Vinsel is a financial advisor at KCPAG Financial Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm and its parent company, Kemper Capital Management, Kameron worked at Peoples State Bank of Newton for a total of nine years, including periods as a full-time student. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers tailored financial planning and portfolio management through a team of 13 advisors across 27 offices, utilizing both discretionary and non-discretionary strategies and collaborating with third-party program partners.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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William T

Series 65, Series 63

Robinson, IL

KCPAG Financial Advisors LLC

William Thomas Jr. is a financial advisor with KCPAG Financial Advisors LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His work history includes positions at SECURITIES AMERICA, Inc., Kemper Capital Management, and Kcpag Insurance Services LLC. KCPAG Financial Advisors LLC offers financial planning, portfolio management, and retirement plan consulting for individuals, trusts, estates, and business clients. The firm provides tailored asset management using fundamental analysis and a combination of long- and short-term strategies, serving approximately 405 clients through a team of 13 advisors across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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R S

CFP®, CFA®, Series 63, Series 65

Greenfield, IN

KCPAG Financial Advisors LLC

R Smith is a CFP® and CFA® charterholder with 19 years of industry experience. He has worked at KCPAG Financial Advisors LLC, Kcpag Insurance Services LLC, Kemper Capital Management LLC, Securities America Inc., and Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients with a team of 13 advisors across 27 offices, offering tailored asset management through fundamental analysis, a variety of strategies, and both discretionary and non-discretionary management options.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Kelly C

Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience and holds a Series 65 designation. She has worked at KCPAG Financial Advisors since 2019 and has been associated with Kemper Capital Management since 2018. Kelly’s background also includes two years at Kemper CPA Group. KCPAG Financial Advisors LLC provides financial planning, portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves around 405 clients with a team of 13 advisors operating across 27 offices.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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John P

CFA®, Series 63, Series 66

Evansville, IN

KCPAG Financial Advisors LLC

John Porter is a CFA® charterholder with 28 years of industry experience. He has been with KCPAG Financial Advisors LLC since 2001 and previously worked at Securities America, Inc. for 14 years. Porter also maintains long-term roles with Kemper Capital Management LLC and affiliated entities. KCPAG Financial Advisors LLC serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, managing approximately $22.5 million in discretionary assets. The firm offers financial planning, portfolio management, and retirement plan consulting through a team of 13 advisors across 27 offices, utilizing fundamental analysis and a combination of long- and short-term investment strategies.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Benjamin R

CFP®, Series 63, Series 66

Evansville, IN

KCPAG Financial Advisors LLC

Benjamin Russell is a Certified Financial Planner (CFP®) with 16 years of experience in the financial services industry. He is currently associated with KCPAG Financial Advisors LLC, where he has worked since 2016. His prior experience includes roles at Securities America, Inc. Russell is also affiliated with Kcpag Insurance Services LLC and Kemper Capital Management LLC. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm serves approximately 405 clients across 27 offices through a team of 13 advisors, using a mix of fundamental analysis, long- and short-term strategies, and offering both discretionary and non-discretionary management.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Thomas M

CFP®, Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Thomas Moore is a CFP® with 31 years of industry experience and is affiliated with KCPAG Financial Advisors LLC. He has worked at Securities America Inc. for 14 years and has longstanding roles at Kemper Capital Management LLC and Kemper CPA Group LLC. Moore is also a partner in a commercial rental real estate venture. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets for about 405 clients through a 13-advisor team across 27 offices, employing a combination of fundamental analysis, long- and short-term strategies, and tax-aware services via third-party providers.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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Jolene J

Series 63, Series 65

Marion, IL

KCPAG Financial Advisors LLC

Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008 and was also affiliated with Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC provides financial planning, portfolio management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm manages approximately $22.5 million in discretionary assets, serving around 405 clients through a team of 13 advisors across 27 offices, employing a blend of fundamental analysis, long- and short-term strategies, and both discretionary and non-discretionary management.

Tax-loss harvesting ESG / Sustainable investing Retirement income strategy Active portfolio management Private / alternative investments
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