Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Walter Lynn is a financial advisor with Salt Creek Hills Money, Ltd. in Springfield, IL, holding a Series 65 credential and 13 years of industry experience. He has worked at Salt Creek Hills Money, Ltd. since 2014 and has also been associated with Skinner, Copper & Ehmen Wealth Management, LLC, and Lynn & Associates. Outside of his advisory work, he serves as trustee of the Walter Lynn, Sr. Trust and holds leadership roles in agricultural-related entities including Lynn Farms, LLC, and Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a non-discretionary, long-term investment approach focused on mutual funds and typically refers clients to third-party money managers for implementation.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

Gregory Langdon is a CFP® and holds a Series 65 license with 28 years of industry experience. He has been the principal of Langdon Financial Management, Inc. since 1993. Langdon Financial Management, Inc. provides investment advisory and tax consulting services to individuals and small businesses, focusing on retirement and brokerage account planning. The firm offers integrated tax preparation and portfolio management, emphasizing asset protection and long-term growth strategies.

Debra Peters is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been affiliated with Wealth Management Services, LLC since 2003 and The Barkmeier Group, Inc. since 2004, where she is also involved in tax planning and tax return preparation. Wealth Management Services, LLC offers fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach with an emphasis on global diversification and coordinates closely with legal and accounting professionals on complex tax and estate matters.

Morgan Padget is a CFP® and holds a Series 66 license with five years of industry experience. Morgan has worked at Berger Financial Group since 2024 and previously at Robert Gordon & Associates and JPMorgan Chase Bank. Berger Financial Group offers wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm uses an Investment Committee-driven approach focused on fundamental analysis and primarily long-term strategies, managing accounts on a discretionary basis with periodic reviews.

Bradley Lakner is a financial advisor at Sunbelt Securities, Inc. in Springfield, IL, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has operated Lakner Wealth Management since 2012 and has been with Sunbelt Securities since 2010. Outside of his advisory work, he is involved in the sale of fixed annuities and life insurance through Western Catholic Union. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services primarily through a network of investment adviser representatives.

Eric Judy is a financial advisor at CreativeOne Securities, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at CreativeOne Securities since 2016, following six years at Global Financial Private Capital. In addition to his advisory role, he serves as President of Judy Financial Group, Inc., which focuses on health insurance products including Medicare plans. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base, including individuals, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, fiduciary services, and access to proprietary model portfolios, utilizing fundamental and cyclical analysis alongside periodic client reviews.

Kevin Klickna is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, he operates as an independent insurance agent and provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles including equities, ETFs, fixed income, and alternatives.

Nicholas Gordon is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Berger Financial Group since 2024. Prior to joining Berger, he worked for Robert Gordon & Associates, Inc. for nine years. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts and estates, businesses, and corporate executives. The firm uses a discretionary portfolio management approach guided by an Investment Committee that emphasizes fundamental analysis and primarily long-term strategies with tactical adjustments as needed.

Richard Stone is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Berger Financial Group since 2024. He previously worked for Robert Gordon and Associates for 34 years. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth families, trusts, estates, businesses, and corporate executives. The firm employs a discretionary portfolio management approach guided by an Investment Committee that focuses on fundamental analysis and primarily long-term strategies with tactical adjustments as needed.

Christopher Parks is a CFP® and PFS™ credentialed advisor with 20 years of industry experience. He is currently with OSAIC Institutions, Inc. and has held roles at Infinex Investments, Inc. and Illinois National Bank. Parks serves as Vice President of the Chatham Police Pension Fund and is a member of the finance council at St. Joseph’s Church in Chatham, IL. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments. The firm operates primarily through a network of investment adviser representatives who provide a mix of fundamental and technical analysis and utilize third-party due diligence for alternative investments.

Tyler Olshefsky is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide, Raymond James & Associates, and RJ Insurance Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Christopher Karrick is a financial advisor at OSAIC Institutions, INC. with five years of industry experience. He holds a Series 66 designation and has worked previously at INB, US Bank, and PNC Bank. Outside of finance, he works as a server at The Garden restaurant in New Berlin, Illinois. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm operates primarily with non-discretionary assets and combines advisory and brokerage solutions via a network of investment adviser representatives.

Harlin Noel is a financial advisor with LPL Financial in Springfield, IL, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc., Level Four Advisory Services, and Private Advisor Group, where he currently provides investment advisory services. 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 strategies, combining large-scale advisory operations with non-advisory product offerings.

Eric Loy is a financial advisor at Benjamin F. Edwards & Company, Inc. in Springfield, IL, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with periodic oversight by an Investment Strategy Committee.

Lori Johnson is a financial advisor with OSAIC Institutions, Inc. in Springfield, IL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at INB, Infinex Investments, Hilltop Securities Independent Network Inc., National General Management, Stancorp Inc., and Standard Mutual Insurance Co. Outside of her advisory work, she serves on the stewardship and finance committee of Trinity Lutheran Church, providing budgeting and accounting guidance without compensation. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s network of investment adviser representatives utilizes a combination of fundamental and technical analysis and provides access to alternative investments and lending options, with a notable emphasis on non-discretionary assets.

Angela Cagwin is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Advanced Benefit Solutions, Cambridge Investment Research Advisors, Wells Fargo Advisors, and M Holdings Securities. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services including access to alternative and private investments and combines wealth, trust, and insurance capabilities through the Rockefeller Global Family Office platform.

Nathaniel Boyle is a CFP® professional with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016, following prior roles at CWM, LLC and LPL Financial, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.