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.

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.

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.

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.

John Cagle is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2020. Outside of advisory services, he is a licensed independent agent selling medical, health, and life insurance products. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and managed account options, with a mix of discretionary and non-discretionary assets under management.

Ian Swafford is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at MissionSquare Retirement. His work history includes roles at LPL Financial, LLC and Edward Jones. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Their investment advice and model portfolios are developed by Morningstar Investment Management, with services delivered across multiple channels to support over 40,000 participants through a multi-team advisory structure.

Robert Personett is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Charles Schwab, and AlphaBravo, LLC. Outside of his advisory work, he is involved with Whitaker Wealth Management Services, where he engages in insurance sales. AE Wealth Management serves a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internally managed models and third-party strategies, offering services such as financial planning, discretionary asset management, and plan consulting.

Raymond Whitaker is a financial advisor at AE Wealth Management, LLC with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes roles at First National Bank Tremont and Tremont First Financial Services from 1997 to 2022, and he has operated Whitaker Wealth Management Services since 2022. AE Wealth Management is an SEC-registered adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform combining firm-managed, third-party, and advisor-managed models.

Kenneth Eckhardt is a CFP®-designated financial advisor with Cetera, based in Minier, Illinois, and has 15 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2009. Outside of his advisory role, Eckhardt serves as treasurer for the Shiloh Cemetery Association and leads research efforts at Orchard Financial Group Inc., supporting other advisors with client activities and new product introductions. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Timothy Crump is a Series 66-licensed financial advisor with Osaic Wealth Inc. and Churchill Wealth Management, bringing one year of industry experience. Prior to his advisory roles, he worked for Motor Parts & Equipment Corporation for eleven years. Osaic Wealth Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment programs, utilizing tools such as asset-allocation software and portfolio optimization, and supports a large network of over 6,200 advisors managing approximately $200 billion in assets.

Christopher Kaufman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Everence Trust Company and Concourse Financial Group Securities Inc. Kaufman is also a part owner and financial advisor at Grieder Financial Services, where he provides insurance and investment services. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and third-party managed investment solutions.

Courtney Nussbaum is a financial advisor at Edward Jones in Morton, IL, holding ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2025, Courtney worked at State Farm for five years and CIT Trucks for seven years. Outside of advisory work, Courtney is involved with J Nussbaum Group LLC, a retail business, where they assist with monthly banking transactions and paperwork. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Carlos Escobar is a financial advisor with Thrivent Investment Management in Morton, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without implementing them. The firm combines goal-based analyses with managed-account programs through a consolidated billing option while maintaining separation between planning and management services.

Gregory Nichols is a financial advisor with Ameriprise in Morton, Illinois, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Nichols is involved in retail entrepreneurship as the owner of The Morton Popcorn Shoppe, a gourmet popcorn business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jed Otto is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He is also the CEO and President of Orchard Financial Group Inc., where he oversees policy, staff management, and client advisory processes. Otto has held roles at Cetera since 2013 and at Orchard Financial Group since 2021. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

A. Bruce Otto is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cetera since 1998 and is also the owner of Orchard Financial Group, where he focuses on business development and community service. Outside of his advisory work, he serves as president of Miner Progress Inc., a C corporation, and acts as secretary/treasurer for the Minier Foundation, a local nonprofit community organization. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed strategies.

Eric Christopherson is a financial advisor with Thrivent Investment Management in Morton, IL. He holds a Series 66 designation and has four years of industry experience. Prior to his current role at Thrivent, he worked briefly at Wells Roselieb and Raia Wealth Management and has experience in education at Olivet Nazarene University and Batavia High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning across a range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Adam Spangler is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

John Churchill is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Woodbury Financial Services Inc and SII Investments, Inc., as well as operating Churchill Wealth Management since 2007. Outside of his advisory work, he is also an insurance agent and owns a property management business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven portfolio management tools and access to multiple custodial platforms.

Amy Herring is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Clever Marketing and Midwest Food Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Aaron Mc Combs is a financial advisor with Edward Jones in Mackinaw, IL. He holds the Series 66 designation and has one year of experience with Edward Jones, following thirteen years at Auto-Owners Insurance. Outside of his advisory role, he is a co-owner of a farmland property in Astoria, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Basham is a Series 66-licensed financial advisor with Edward Jones in Mackinaw, Illinois, where he has worked since 2017. He has eight years of industry experience, including nine years previously with CIT Trucks, Inc. Outside of his advisory role, Basham serves on the board of the Mackinaw Community Center Food Pantry and the Village of Mackinaw Liquor Control Commission. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, combining a large nationwide advisor network with affiliated capabilities including mutual funds, trust services, and securities-based lending.

Lucas Porritt is a financial advisor with Edward Jones in Tremont, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has been involved as a swim instructor at the Hopedale Wellness Center and as an assistant coach for the YDocs swim team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Allan Hart is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a member of the Hart Family Partnership, LLC, a family LLC owning farm ground in Bloomington, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.