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Ross H
CFP®, Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Ross Hager is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with KEB Wealth Advisors in Springfield, IL, where he has worked since 2019. Prior to that, he held roles at Raymond James Financial Services Advisors and Busey Investment Services. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.
Steven D
PFS™, Series 65
Springfield, IL
KEB Wealth Advisors
Steven Dumstorff is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 2013, he has been associated with both KEB Wealth Advisors and the affiliated accounting firm Kerber, Eck & Braeckel LLP, where he also works as a CPA. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and utilizes third-party managers and unique offerings such as interval funds and cash aggregation services.
Brook S
Series 65
Springfield, IL
KEB Wealth Advisors
Brook Soebbing is a financial advisor at KEB Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining KEB Wealth Advisors in 2021, he held positions at Lincoln Chrysler Dodge Jeep, LHC Group, University of Louisiana at Lafayette, and Lincoln Land Community College. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services. The firm employs an evidence-based, long-term investment approach that incorporates Modern Portfolio Theory, Monte Carlo analysis, and a range of low-turnover investment vehicles, while maintaining a close affiliation with an accounting firm to provide coordinated tax, estate, and business-sale planning.
Gina R
PFS™, Series 65
Springfield, IL
KEB Wealth Advisors
Gina Reeves is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 22 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she is a CPA with Kerber, Eck & Braeckel LLP, where she has worked since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and maintains a close affiliation with the accounting firm Kerber, Eck & Braeckel LLP.
Nathan T
Series 65
Springfield, IL
KEB Wealth Advisors
Nathan Townsend is a Series 65-licensed financial advisor with KEB Wealth Advisors in Springfield, IL, where he has worked since 2016. He has nine years of industry experience. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for a diverse client base that includes individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and uses a mix of low-turnover allocations, third-party managers, and conservative fixed-income strategies.
Jared V
Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Jared Van Slyke is a financial advisor at KEB Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities, LLC and C2P Capital Advisory Group. In addition to his advisory role, Mr. Van Slyke conducts financial literacy seminars for the local chapter of the American Financial Education Alliance. KEB Wealth Advisors serves individuals, trusts, corporations, and nonprofit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and collaborates with affiliated accounting professionals for comprehensive client support.
Christopher B
Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Christopher Brauner is a financial advisor at KEB Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Leaders Group, Inc. and Buckingham Strategic Wealth, LLC. Brauner has been with KEB Wealth Advisors since 2024. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, trusts, corporations, not-for-profits, and retirement plans. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory, written investment policy statements, and low-turnover allocations across a variety of investment vehicles.
Susan S
Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Susan Shackelford is a financial advisor at KEB Wealth Advisors with Series 63 and Series 65 credentials and 27 years of industry experience. She has been with KEB Wealth Advisors since 2011. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, offering investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Robert B
CFP®, Series 65
St. Louis, MO
KEB Wealth Advisors
Robert Barrale is a CFP® and Series 65-designated advisor with nine years of industry experience. He has been with KEB Wealth Advisors since 2014 and previously worked at Mastercard Worldwide for 23 years. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services to individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and coordination with an affiliated accounting firm for integrated tax and estate planning.
Riley B
Series 65
Springfield, IL
KEB Wealth Advisors
Riley Beal is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 credential with one year of industry experience. Prior to joining KEB Wealth Advisors, Riley's work history includes roles at Texas Tech University and Buckhart Sand & Gravel. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for a diverse client base that includes individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and coordinates closely with an affiliated accounting firm to integrate tax, estate, and retirement planning services.
Caden H
Series 65
Springfield, IL
KEB Wealth Advisors
Caden Heyen is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Farm Credit Illinois and the University of Illinois. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers several specialized services, including coordination with fiduciary providers and affiliation with the accounting firm Kerber, Eck & Braeckel LLP.
Jonathan C
PFS™, Series 63, Series 65
Springfield, IL
KEB Wealth Advisors
Jonathan Carter is a financial advisor at KEB Wealth Advisors with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Carter has been with KEB Wealth Advisors since 1999 and is also associated with Kerber Eck & Braeckel, where he has worked since 1983. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Justin M
CFP®, Series 66
Springfield, IL
KEB Wealth Advisors
Justin Mason is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with KEB Wealth Advisors and its predecessor entities since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.
Sean M
Series 65
Fenton, MO
KEB Wealth Advisors
Sean Mc Nutt is a financial advisor at KEB Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he gained work experience at College Hunks - Hauling Junk & Moving. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, including individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and incorporates collaborations with an affiliated accounting firm to provide integrated tax, estate, and retirement plan services.
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