Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. He holds a Series 65 designation and has over nine years of industry experience, including prior work at Casey Hlubek. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers proprietary, risk-based model portfolios alongside strategic asset allocation and active manager oversight.

John Lavery is a financial advisor at IPI Wealth Management, Inc. with 31 years of industry experience. He has been with Investment Planners, Inc. since 1995 and IPI Wealth Management since 2000. Lavery serves as secretary on the board of the Quincy Country Club. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across a team of 66 advisors and employs an open-architecture model with proprietary, risk-based portfolios and active manager oversight.