David Brewer is a CFP® professional with three years of experience, currently serving at McBeath Financial Group. Prior to joining McBeath in 2023, he worked for Heartland Bank and Trust Company in various roles from 2014 to 2023. McBeath Financial Group offers personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations, implementing both strategic and active models that are regularly rebalanced.

Robert Mcbeath is a Series 65-licensed financial advisor with nine years of industry experience. He is the founder of McBeath Financial Group, where he has worked since 2020. Prior to that, he was with Motiv8 Investments LLC for three years. Outside of advisory work, Mcbeath is the president and sole owner of Cornerstone Card Processing, Inc., a merchant services reseller. McBeath Financial Group provides investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored asset allocations and offers both strategic and active portfolio management through a sub-advisory relationship with GeoWealth.

Nathan Sandon is a financial advisor with McBeath Financial Group in Normal, IL. He holds a Series 65 credential and has been with the firm since 2025. Prior to joining McBeath Financial Group, he worked at Flanagan State Bank and Jason Martin State Farm Agency, and has teaching experience at Illinois State University and Waubonsee Community College. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations, utilizing a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations. The firm manages portfolios through a sub-advisory relationship with GeoWealth while maintaining supervisory responsibility for client accounts.

Krista McBeath is a financial advisor with McBeath Financial Group in Normal, Illinois. She holds the ChFC® designation and a Series 65 license, and has 17 years of industry experience. Prior to her current role, she worked at Motiv8 Investments LLC from 2017 to 2020. In addition to her advisory work, she serves as president and licensed insurance producer at McBeath Tax & Financial Services, L.L.C. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm offers tailored asset allocations using fundamental, technical, and cyclical analysis, combining strategic and active models, with portfolio management supported by a sub-advisory relationship while retaining supervisory control.

Kyleigh Snyder is a CFP® professional at McBeath Financial Group with one year of industry experience. Prior to joining McBeath Financial Group, she worked at Heartland Bank & Trust for three years. McBeath Financial Group offers personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations and provides both discretionary and non-discretionary portfolio management.

Julie Karstens is a financial advisor at McBeath Financial Group in Normal, IL, holding a Series 65 designation with four years of industry experience. Her prior work history includes roles at First State Bank and First State Bank of Bloomington. McBeath Financial Group serves individuals, trusts, estates, and charitable organizations with personalized investment advisory and comprehensive financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis to build tailored asset allocations and uses both strategic and active asset-allocation models, with trading and portfolio management conducted through a sub-advisory relationship.

Ian Cavallo is a Series 65-credentialed advisor at McBeath Financial Group with one year of industry experience. Prior to joining McBeath Financial Group, he worked at Advance Trading Inc. and held positions in education and retail. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations and manages client portfolios through a sub-advisory relationship with GeoWealth.