Tim Baker is the sole advisor at Baker & Company Advisory Group Inc in Decatur, IL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been affiliated with Baker and Company since 1983 and also maintains roles at First Allied Advisory Services and First Allied Securities. Baker operates an insurance services business focused on fixed, life, health, and property and casualty insurance. Baker & Company Advisory Group provides fee-based investment advisory and financial planning services to individuals, trusts, retirement accounts, and corporations, generally requiring a minimum managed account of $100,000. The firm employs an active asset allocation and risk management approach using fundamental, technical, and cyclical analysis, with portfolios typically managed on a discretionary basis and monitored daily.

Andrew Dejong is a financial advisor at IPI Wealth Management, Inc. in Las Vegas, NV, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Woodstock Financial Group and Sagepoint Financial. Outside of advisory work, he also operates as a health and Medicare insurance broker and works as a rideshare driver. IPI Wealth Management serves a diverse client base ranging from individual investors to institutional and retirement plan clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and employs an outsourced-agent operational model for trade execution and reporting.

Nathan Hoebing is a financial advisor at IPI Wealth Management, Inc. with Series 63 and Series 65 licenses and two years of industry experience. He has been with Investment Planners Wealth Management since 2021 and previously worked at Knights of Columbus and Hyvee. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes an outsourced-agent operational model for trade execution and reporting.

Michelle Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with IPI Wealth Management, Inc. since 2014. Michelle works out of Decatur, Illinois, and has spent her entire recent career at IPI Wealth Management and its affiliated firm, Investment Planners Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform that emphasizes risk-based model suites and an investment committee framework.

Tanner Bartlow is a Series 66-licensed financial advisor with six years of industry experience. He is currently with IPI Wealth Management, Inc. and has prior experience at Forthright Capital Partners, JP Morgan Chase Bank, and Equitable Advisors. Outside of advisory work, Bartlow is involved in insurance sales, focusing on individual life insurance and fixed annuity products. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm provides portfolio management, financial planning, and retirement plan advice through an open-architecture investment platform featuring proprietary risk-based models and an outsourced-agent operational structure.

Galen Unruh is a financial advisor with IPI Wealth Management, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with IPI Wealth Management and its affiliated firm Investment Planners Inc. since 2006 and 2007, respectively. IPI Wealth Management serves a diverse range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm operates an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent model for trade execution and portfolio management.

Cole Closser is a financial advisor at IPI Wealth Management, Inc. in Gainesville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at IDP Connect and Investment Planners Inc, as well as diverse experience outside finance including adult education and international teaching. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure to support trade execution and reporting.

Lori Fuerstenberg is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Freedom Investors Corp and Kcd Financial, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advice.

Alan Fulk is a financial advisor at IPI Wealth Management, Inc. in Springfield, IL, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at IPI Asset Management, Inc. since 2004 and Investment Planners, Inc. since 2003. Outside of his advisory role, he serves as treasurer, director, and owner of Fulk Farms Inc. and works as an independent insurance broker specializing in fixed, health, and property & casualty insurance. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party manager access through an open-architecture platform with proprietary risk-based model suites and a structured investment committee framework.

Joseph Hutmacher is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, with 40 years of industry experience. He has been with Investment Planners, Inc. since 1996 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is also an insurance broker selling fixed insurance products. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an outsourced-agent operational framework to support trade execution and portfolio management.

Barbara Mutsaers is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, holding Series 63 and Series 66 credentials with 32 years of industry experience. She has been with Investment Planners, Inc. since 2015. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans by offering portfolio management, financial planning, and access to third-party manager programs. The firm utilizes an open-architecture investment platform with proprietary risk-based models and operates through an outsourced-agent model for trade execution and reporting.

Jerry Yockey is a financial advisor at IPI Wealth Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Wayne Hummer Investments L.L.C. and Focused Investments L.L.C. Yockey serves as a trustee and is an advisory board member for local financial institutions. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an investment committee framework alongside operational outsourcing for trade execution and reporting.

Eric Lewis is a financial advisor with IPI Wealth Management, Inc. in Decatur, Illinois, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, The O.N. Equity Sales Company, and Ohio National Life Insurance Co/Chesser Financial. Outside of advising, he is a limited partner in a family real estate entity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm provides portfolio management, financial planning, and access to third-party manager programs through an open-architecture platform supported by proprietary risk-based models and an investment committee framework.

Jesse Rupp is a financial advisor with IPI Wealth Management, Inc. in Decatur, IL, holding a Series 66 designation and eight years of industry experience. He previously worked at Miller Wealth Management Group, Private Client Services, and Wells Fargo Advisors. Outside of advisory services, he is a licensed insurance professional focusing on fixed insurance products. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform supported by an investment committee and outsourced operational services.

Kevin Koslofski is a financial advisor at BFC Planning, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2020, following a tenure at Berthel Fisher & Company starting in 2008. Outside of his advisory role, he provides baseball instruction and coaching, and serves as treasurer for St. Paul's Lutheran Church Foundation in Decatur, IL. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, and trusts. The firm offers a range of financial planning and portfolio management services through a network of approximately 200 investment adviser representatives using various platform arrangements and investment strategies.

Garrick Batley is a financial advisor with IPI Wealth Management, Inc. in Quincy, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Investment Planners Inc since 2012. Batley is also employed as a portfolio advisor at Mackenzie/Lavery Investments. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based model suites and utilizes an outsourced-agent model for trade execution and operational management.

Craig Moncey is a financial advisor at IPI Wealth Management, Inc. with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with IPI Wealth Management since 2014. Outside of his advisory role, Moncey is involved in several business ventures, including ownership interests in multiple LLCs and an S-Corp related to financial planning and other business activities. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform built on proprietary, risk-based model suites.

David Koshinski is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Investment Planners, Inc. since 2008. Outside of his advisory role, he serves as chairman of the audit and finance committee for Evangelism Explosion International and holds board positions with Coral Ridge Ministries and ParPrint Ministries, as well as a vice chair role at the Greater Decatur Chamber of Commerce. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, operating an open-architecture investment platform supported by an outsourced-agent model for trade execution and portfolio management.

Tyson Lanter is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL. He holds a Series 65 designation and has recently transitioned into the industry with experience beginning in 2025. Prior to his advisory role, he worked at Emberwood Capital Partners and held various positions at Target and Walmart. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm uses an open-architecture investment platform with proprietary risk-based model suites and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Matthew Pladers is a financial advisor at IPI Wealth Management, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously at American Eagle Outfitters and several educational institutions. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture platform that emphasizes risk-based models and operational outsourcing for trade execution and reporting.