Timothy Regan is a financial advisor at PrairieView Wealth & Tax Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Thrivent Financial for Lutherans and related entities for 18 years, as well as at Purshe Kaplan Sterling Investments. He serves as chairman of the Grace Christian Academy School Board, overseeing policy and operations. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals, families, family offices, trusts, estates, and private foundations. The firm integrates its advisory services with an affiliated tax practice and offers access to insurance products, focusing on tax-aware, long-term portfolio strategies tailored to client needs.

Anthony Petan is a financial advisor with PrairieView Wealth & Tax Advisors in Frankfort, IL. He holds a Series 65 credential and has less than one year of industry experience. Prior to his role at PrairieView, he worked in various positions including hospitality and education. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations, providing personalized financial planning alongside discretionary and non-discretionary investment management. The firm integrates tax preparation and accounting services through an affiliated tax practice and offers insurance products via licensed advisory personnel.

Robert Morvice Jr. is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Inc. and Belvedere Trading LLC. In addition to his advisory role, he serves as Director of Operations and Enrolled Agent at PrairieView Tax LLC, a tax preparation and advisory business. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates tax preparation and planning services through its affiliated tax practice and employs a fundamental, tax-aware investment approach tailored to client needs.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023, following roles at Midwest Legacy Group, The Millennium Group, American Cruise Lines, and the University of Indianapolis. PrairieView Wealth & Tax Advisors serves individuals, families, trusts, estates, and private foundations, providing personalized financial planning and investment management alongside coordinated tax preparation and accounting services through an affiliated tax practice. The firm emphasizes tax-aware, long-term portfolio construction and offers integrated tax and advisory services within the same group.