David Marrone is a ChFC® credentialed financial advisor with 29 years of industry experience. He is the sole advisor at Financial Synergy, Inc. in Champaign, IL, and has held roles at Commonwealth Financial Network, Inc. and Commonwealth Equity Services since the early 1990s. Outside of advising, he serves as a notary public. Financial Synergy, Inc. provides financial planning and portfolio management services primarily to individual clients, operating largely on a non-discretionary basis. The firm integrates tax preparation and planning with its advisory services and offers insurance products, combining these capabilities in a way that reflects Marrone’s background in accounting and tax credentials.

Scott Willenbrock is the sole advisor at Willenbrock Financial Planning in Champaign, Illinois, holding a Series 65 designation with 16 years of industry experience. He has been a professor of physics at the University of Illinois at Urbana-Champaign since 1993, balancing his academic career with financial advisory work. Willenbrock Financial Planning serves individual clients, trusts, estates, and small entities by providing comprehensive personal financial planning and discretionary investment management. The firm employs a diversified, low-cost index fund strategy tailored to clients’ time horizons and risk tolerances, operating on a fee-only, single-advisor model with no third-party compensation.

Xinhong Liu is a CFP® professional with nine years of industry experience, currently practicing at an independent financial planning and asset management firm in Champaign, IL. Prior to founding the firm, Liu worked at Cozad Asset Management, Inc. and M Holdings Securities, Inc. from 2016 to 2019. Liu also serves as Treasurer of the Chinese American Association of Central Illinois. The firm provides financial planning and investment management services tailored to individual clients and trusts, along with retirement plan consultation for small businesses. Portfolios are customized based on client circumstances and risk tolerance, emphasizing long-term, diversified allocation with quarterly and annual reviews.

William Cooper is a financial advisor at W.K. Cooper II Asset Management Corporation in Champaign, IL, holding Series 63, Series 65, and Series 66 licenses with 25 years of industry experience. He has been with his current firm since 2000. W.K. Cooper II Asset Management Corporation serves high-net-worth individuals, pension and profit-sharing plans, and corporate clients by providing discretionary portfolio management and wealth-management services focused on risk management. The firm uses third-party research and offers personalized investment oversight through a combination of informal monitoring and formal annual reviews.

Achim Von Bodman is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Orbit Financial Planning and Investments. His prior experience includes roles at JPMorgan and Nadler Financial Group. Outside of financial advising, he is an investor and manager at Soccer Planet, an indoor athletic field in Champaign, IL. Orbit Financial Planning and Investments provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a mix of fundamental, technical, and cyclical analysis, investing across a broad range of instruments and offering access to alternative strategies through recommended sub-advisors.

Scott Cline is the sole advisor at Cline Financial Concepts, LLC in Champaign, IL, holding a Series 65 designation with 21 years of industry experience. He previously worked at Miller Financial Planning LLC from 2014 to 2016. Outside of his advisory role, he consults on MS Excel clean-up for an agricultural consulting company during off-hours. Cline Financial Concepts serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering discretionary investment management and fee-based financial planning. The firm constructs portfolios using low-cost mutual funds, ETFs, and occasionally individual stocks or bonds, employing fundamental analysis with a long-term focus and regularly monitors and rebalances accounts.

Brian Deloriea is a CFA® charterholder with four years of industry experience. He has worked at Impact Investors, Inc. since 2025 and previously spent ten years at the State Universities Retirement System of Illinois. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm provides a range of services including investment management, financial planning, retirement plan design, and a private investment platform, using customized portfolios and due diligence processes tailored to client preferences.

Todd Lester is a financial advisor at Lester Financial Group, LLC with over 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors, Inc. In addition to advisory services, he is licensed to offer fixed insurance products to clients. Lester Financial Group, LLC serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $398.6 million in discretionary assets, tailoring portfolios using multiple investment strategies and providing ongoing account reviews.

Blake Lester is a financial advisor at Lester Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Securities America, Inc. and Gilliam Mease Advisors. Lester Financial Group, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm manages approximately $398.6 million in assets across nearly 800 accounts, employing approaches such as asset allocation, dollar-cost averaging, and technical analysis tailored to clients’ objectives and risk tolerances.

Daniel Holder is a CFP® and PFS™ with 16 years of experience in financial advising. He is the president of Daniel Holder & Associates, Inc., a public accounting firm he founded in 2001, where he serves as a certified public accountant and prepares tax returns. Holder has been with Holder Wealth Management since 2014 and has a long-standing academic role at the University of Illinois at Urbana Champaign in the Department of Accountancy. Holder Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management and financial planning. The firm employs a research-driven, buy-and-hold investment approach with a focus on index and DFA funds, offering both ongoing management and hourly consulting services.

Kyle Wetters is a CFP® professional with 16 years of industry experience, currently serving at Tenet Wealth Partners, LLC. He has worked at firms including Sanctuary Advisors LLC, Busey Bank, Raymond James Financial Services, and Busey Trust Company. Wetters serves on the finance committees of the Carle Foundation and Habitat for Humanity of Champaign County and is a board member of the Mahomet Seymour Schools Foundation. Tenet Wealth Partners provides discretionary investment management and financial planning to individuals, families, trusts, institutional investors, and participants in employer retirement plans. The firm employs a hybrid investment approach that combines strategic and tactical asset allocation with active and passive strategies, focusing on diversification, tax efficiency, and cost control.

Geovanny Vega Zamora is a financial advisor at HOLDER Wealth Management with a Series 65 designation and three years of industry experience. He has been with Holder Wealth Management since 2014. HOLDER Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other legal entities by providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and Dimensional Fund Advisors funds, and offers both ongoing management and hourly consulting services.

Kevan Melchiorre is a CFP® professional at Tenet Wealth Partners, LLC with 16 years of industry experience. His prior roles include positions at Raymond James Financial Services and Busey Bank. He serves on the board of the Mahomet Area Youth Club Foundation, which supports youth programs through fundraising and community engagement. Tenet Wealth Partners provides discretionary investment management and financial planning to individuals, families, trusts, institutional investors, and employer retirement plans. The firm employs a hybrid investment approach combining active and passive strategies focused on diversification, tax efficiency, and cost control.

Candra Chahyadi is a CFA® charterholder with one year of experience at William B. Walkup & Associates, Inc. She has been associated with Eastern Illinois University for 19 years. William B. Walkup & Associates provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles. The firm employs fundamental and technical analysis along with asset-allocation strategies in a medium-to-long-term, low-turnover approach and manages multiple private investment partnerships.

Jama Grotelueschen is a CFP® professional with two years of industry experience, currently advising at Tenet Wealth Partners, LLC. Prior to joining Tenet, he worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. He is also involved in his local community as the head coach of the girls cross country team at Mahomet-Seymour High School and serves on the board of the Mahomet Seymour Schools Foundation. Tenet Wealth Partners provides discretionary investment management and financial planning to individuals, families, trusts, institutional investors, and retirement plan participants. The firm uses a hybrid investment approach combining strategic and tactical asset allocation with active and passive strategies, emphasizing diversification, tax efficiency, and cost control.

Jordan Richert is a financial advisor at O'Connor Financial Group LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at LifeWise Wealth Advisors, LifeWise Tax Advisors, and Richert Financial Coaching. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm emphasizes a long-term, risk-focused investment approach, offering services such as retirement and estate planning, insurance, education planning, and in-house tax preparation.

Charles Holder is a financial advisor at HOLDER Wealth Management in Champaign, IL, with 12 years of industry experience. He holds a Series 65 designation and has worked at the University of Illinois at Urbana-Champaign and Parkland College. Outside of his financial advisory role, Mr. Holder operates a legal practice specializing in estate planning, small business formation, real estate law, and taxation. HOLDER Wealth Management serves individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm manages approximately $284 million in discretionary assets and employs a research-driven, buy-and-hold investment approach primarily using index-style and DFA funds.

Ryan Bradley is a financial advisor at HOLDER Wealth Management with 16 years of industry experience. He holds a Series 65 credential and has worked at Smith & Bradley Ltd. since 2012 and at Phebus & Koester since 2009. Outside of his advisory role, he is a partner-level civil litigation attorney at Phebus & Koester Law Firm and owns Smith & Bradley, Ltd., a watch manufacturing company. HOLDER Wealth Management serves individuals, trusts, estates, pension plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and investment consulting. The firm employs a research-driven, buy-and-hold investment approach primarily using index and DFA funds, offering both ongoing management and hourly consulting services.

Regan Frazier is a CFP® professional with three years of industry experience, currently serving at Cozad Asset Management, Inc. since 2021. Prior to this, Regan worked for ten years at Martin Hood, LLC. In addition to financial advising, Regan is involved in tax preparation and consulting through Managed Tax Services, LLC. Cozad Asset Management provides investment advisory and financial planning services to individuals, trusts, retirement plans, corporations, and investment companies. The firm emphasizes diversification, a disciplined buy/sell process, and tailors portfolios to client goals, managing the vast majority of assets on a discretionary basis.

John Foley is a CFP® and ChFC® with over 40 years of experience in financial advising. He currently works at LifeWise Wealth Advisors in Champaign, IL, a firm he has been associated with under various entities since 2016. Foley also serves as a trustee for family trusts and holds a role as an insurance agent offering life, disability, annuities, and long-term care insurance. LifeWise Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, and corporations. The firm customizes portfolios based on each client’s financial situation and risk profile, using a long-term investment approach that incorporates mutual funds, ETFs, equities, and government securities.