John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.

Philip Wegman is a CFP® and holds a Series 66 license, with five years of industry experience. He is currently an advisor at Journey Beyond Wealth, joining the firm in 2025, and previously worked at Investment Planners Inc. and The Vanguard Group. Outside of his advisory role, he is involved in bookkeeping for a local coffee shop, FaireCoffee, in Washington, Illinois. Journey Beyond Wealth provides financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a passive, asset-class-focused approach using low-cost mutual funds and ETFs and offers specialized Family Office services including intergenerational education and facilitated family meetings.

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Philip Cooper is a financial advisor at 210 Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Creative Financial Designs. Outside of advisory work, he is involved in real estate through ownership of CKH Holdings. 210 Financial provides discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and utilizes model portfolios overseen by financial professionals and implemented through third-party sub-advisers.

Kendall Stahl is a financial advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He holds a Series 65 designation and has previously worked with AE Wealth Management and Kingdom Purposes. Outside of his advisory role, Stahl is the owner and operator of Stahl Farms, a farming business. 210 Financial provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm employs model-based portfolio management with third-party sub-advisers and integrates financial planning into its advisory services.

James Anderson is a CFP® professional with nine years of industry experience, currently serving at Creekmur Asset Management, LLC since 2020. His prior roles include positions at Mundane Apparel and Madison Avenue Securities, LLC. Anderson is also an insurance agent with Creekmur, Inc., a role he has held since 2016. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm employs a quantitative investment process combined with third-party research and utilizes various investment vehicles, including ETFs, institutional mutual funds, and alternative products.

Andrew Creekmur is a financial advisor at Creekmur Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Madison Avenue Securities, AE Wealth Management, and CFD Investments. In addition to his advisory role, he is an insurance agent licensed through Creekmur, Inc., where he provides insurance products. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers tiered planning services, including subscription-based programs for younger clients.

Jesse Psinas is a financial advisor with 210 Financial in Morton, Illinois, holding a Series 65 designation and four years of industry experience. He has worked at AE Wealth Management and 210 Financial since 2021 and has prior experience in the automotive finance industry. Outside of advisory work, he is involved with Premier Dealer Services, where he handles finance products related to extended warranty and maintenance. 210 Financial provides discretionary investment advisory, portfolio management, and financial planning services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm uses model portfolios managed by third-party sub-advisers and integrates financial planning into its advisory services, with a notable affiliated insurance agency offering insurance products as part of client plans.

Connor Creekmur is a financial advisor at Creekmur Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Creekmur Wealth Advisors since 2019. Outside of advising, he is also an insurance sales agent. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm combines quantitative portfolio construction with third-party research and offers tiered planning services, including subscription-based programs for younger clients.

Andrew Pisel is a financial advisor at Creekmur Asset Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Savant Wealth Management, TD Ameritrade Investment Management, and Victory Capital Advisers. In addition to his advisory role, he is licensed as an insurance agent. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm combines quantitative portfolio construction and third-party research with risk profiling tools and access to independent managers, offering a range of planning services and investment options tailored to client needs.

Neal Woollard is a financial advisor at Creekmur Asset Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Creekmur Asset Management, Neal worked at JPMorgan Securities, LLC and was involved with Hinson Baptist Church for several years. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment process combined with third-party research and offers a range of planning services, including subscription-based programs and participant account management for retirement plans.

John Creekmur is a CFP® professional with 33 years of experience in financial advising. He is currently with Creekmur Asset Management, LLC and has held previous roles at AE Wealth Management, Madison Avenue Securities, Creative Financial Designs, and CFD Investments. Outside of advisory work, he is an insurance agent and a passive investor in a faith-based investment firm with portfolios listed on the NYSE. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process combines quantitative portfolio construction, third-party research, and risk profiling, utilizing a range of investment vehicles including institutional funds, ETFs, and structured products.

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Lawson Leahr is an advisor at 210 Financial with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining 210 Wealth Management, he worked at Northwestern Mutual in various roles from 2023 to 2024. Outside of his advisory work, he owns and operates Attis, LLC, a business providing personal training and coaching focused on athletic physical fitness and sports performance. 210 Wealth Management, operating as 210 Financial, offers discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and employs model-based portfolio management integrated with financial planning tailored to clients’ objectives and risk tolerances.

Jacob Hauter is a Series 65-licensed financial advisor at 210 Financial with one year of industry experience. He previously worked at Cedarville University from 2020 to 2024. Hauter is also a licensed insurance agent offering insurance and annuity products to clients of 210 Wealth Management. 210 Financial provides discretionary investment advisory and portfolio management services, serving individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm integrates financial planning into its advisory services and typically manages client assets through model portfolios overseen by in-house professionals and implemented by third-party sub-advisers.

Richard Kirk is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Peace of Mind Wealth Management, Virtue Capital Management, Horter Investment Management, and Lifeguard Retirement Planning. Outside of his advisory role, Kirk is an insurance broker at Lifeguard Retirement Planning, where he sells annuity, life, long-term care, and senior health insurance products. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a web-based platform for investment and practice management, typically implements client strategies through third-party sub-advisers and model portfolios, and conducts ongoing evaluations to monitor performance and risk.

William Gohs is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ausdal Financial Partners, Inc. for 12 years and Clarity Group Midwest, LLC for one year. Outside of his advisory role, he is a co-owner of a rental property in Eureka, Illinois. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including model portfolios and affiliated proprietary ETFs.

Johnathan Blumeyer is a financial advisor with Victory Financial in Morton, IL. He holds Series 65 and Series 66 designations. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation-driven investment approach based on a derivative of Modern Portfolio Theory combined with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Ryan Knapp is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Gateway Wealth Partners, LLC and Advisors' Pride, Inc., where he provides administrative services through an independent investment advisory firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Jon Knapp is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Gateway Wealth Partners, LLC and has previously worked at LPL Financial, Advisers' Pride, Inc., and H. Beck, Inc. Outside of his advisory roles, he is a business owner of Objects, a venture based in Eureka, IL. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.