Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.

Bradley Bobb is a CFP® with 24 years of industry experience and is the sole advisor at Bobb Financial Incorporated, an independent advisory firm based in Chatham, IL. His work history includes roles at United Planners Financial Services and Federal Consulting. The firm offers discretionary investment management and modular financial planning services, managing approximately $86.1 million in assets for individuals, high-net-worth clients, and businesses. Bobb Financial primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and is noted for providing educational seminars and paid speaking engagements.

Ross Hager is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with KEB Wealth Advisors in Springfield, IL, where he has worked since 2019. Prior to that, he held roles at Raymond James Financial Services Advisors and Busey Investment Services. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, offering investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and is affiliated with the accounting firm Kerber, Eck & Braeckel LLP.

Lawrence Davsko is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he provides information technology consulting and support to small business clients through a separate business entity. Skinner, Copper & Ehmen Wealth Management offers investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily consisting of mutual funds, ETFs, and other investment vehicles.

Steven Dumstorff is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 25 years of industry experience. He holds the PFS™ designation and Series 65 license. Since 2013, he has been associated with both KEB Wealth Advisors and the affiliated accounting firm Kerber, Eck & Braeckel LLP, where he also works as a CPA. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and utilizes third-party managers and unique offerings such as interval funds and cash aggregation services.

Melanie Lesko is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Skinner, Copper & Ehmen Wealth Management since 2007 and also has a long-standing involvement with Lesko Construction, a business she co-owns. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily using mutual funds, ETFs, and separately managed accounts.

Kelly Wiley is a financial advisor with Sikich Financial who holds a Series 65 designation and has eight years of industry experience. Her prior experience includes roles at Hightower Advisors, Kestra Private Wealth Services, TC Wealth Partners, and Brookstone Capital Management. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management combining financial planning and portfolio management, with an investment approach based on modern portfolio theory implemented through multiple platforms and a mix of in-house and third-party managers.

Paul Staniszewski is a financial advisor at Sikich Financial with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Savant Wealth Management, ONE Advisory Partners, Carlson Financial, Edelman Financial Engines Advisors, and Waddell & Reed. Sikich Financial is a multi-team SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers integrated wealth management with a focus on asset allocation based on modern portfolio theory, utilizing a combination of in-house advice and third-party managers.

Brook Soebbing is a financial advisor at KEB Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining KEB Wealth Advisors in 2021, he held positions at Lincoln Chrysler Dodge Jeep, LHC Group, University of Louisiana at Lafayette, and Lincoln Land Community College. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, offering investment management, financial planning, and employee benefit services. The firm employs an evidence-based, long-term investment approach that incorporates Modern Portfolio Theory, Monte Carlo analysis, and a range of low-turnover investment vehicles, while maintaining a close affiliation with an accounting firm to provide coordinated tax, estate, and business-sale planning.

Valerie Turner is a financial advisor with Sikich Financial in Springfield, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at Osaic Wealth, INC., Sikich Capital Management LLC, Triad Advisors, and Wells Fargo Advisors. Sikich Financial is an SEC-registered wealth management firm with approximately 19 advisors and $920 million in regulatory assets under management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, and business clients, employing a diversified, asset-class-based investment approach focused on passively managed strategies.

Gina Reeves is a financial advisor at KEB Wealth Advisors in St. Louis, MO, with 22 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she is a CPA with Kerber, Eck & Braeckel LLP, where she has worked since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, nonprofits, and retirement plans by providing investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory and maintains a close affiliation with the accounting firm Kerber, Eck & Braeckel LLP.

Robert Paoni is a CFP® professional with 21 years of experience in financial advising. He is currently a principal and CEO at Sikich Financial, where he has worked since 2010, and also holds a principal role at Sikich LLC. His prior experience includes roles at Triad Advisors, Inc. He serves on the advisory board of the Salvation Army in Springfield and participates in local nonprofit and professional organizations related to estate planning and church stewardship. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm emphasizes diversified, asset-class-based investment strategies primarily implemented through mutual funds and ETFs, and benefits from its affiliation with Sikich LLC, an accounting and consulting firm, which provides additional resources and services.

Thao Ring is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Sikich Financial. She has held roles at Sikich Financial and Triad Advisors, Inc., with a two-year period as a homemaker. Ring serves on the finance committee for the Advancement Center for Washington Township Schools and North Central Alumni, advising on operational budgets. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. The firm serves individuals, retirement plans, trusts, estates, and business entities, offering integrated wealth management with a focus on asset allocation and utilizing both in-house and third-party managers.

Wade Kaesebier is a financial advisor at Sikich Financial with 14 years of industry experience. He holds a Series 65 credential and has worked at Sikich Financial and Sikich, LLP since 2017. Prior to that, he was with J.M. Abbott & Associates, Ltd. and Pacesetter Financial Group, LLC. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and business clients. The firm employs a modern portfolio theory-based investment approach, focusing on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.

Nathan Townsend is a Series 65-licensed financial advisor with KEB Wealth Advisors in Springfield, IL, where he has worked since 2016. He has nine years of industry experience. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for a diverse client base that includes individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach incorporating Modern Portfolio Theory and uses a mix of low-turnover allocations, third-party managers, and conservative fixed-income strategies.

Jared Van Slyke is a financial advisor at KEB Wealth Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities, LLC and C2P Capital Advisory Group. In addition to his advisory role, Mr. Van Slyke conducts financial literacy seminars for the local chapter of the American Financial Education Alliance. KEB Wealth Advisors serves individuals, trusts, corporations, and nonprofit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and collaborates with affiliated accounting professionals for comprehensive client support.

Christopher Brauner is a financial advisor at KEB Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Leaders Group, Inc. and Buckingham Strategic Wealth, LLC. Brauner has been with KEB Wealth Advisors since 2024. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for individuals, trusts, corporations, not-for-profits, and retirement plans. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory, written investment policy statements, and low-turnover allocations across a variety of investment vehicles.

Alexander Ludwig is a financial advisor with BOS Asset Management, LLC, holding a Series 66 designation and five years of industry experience. He has worked at BOS Asset Management since 2024 and has prior experience with LPL Financial and Bank of Springfield. Outside of finance, he serves as the acting trustee for his sister’s trust. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individual, high-net-worth, and institutional clients. The firm employs a combination of customized, IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investments to client risk tolerance and goals.

Douglas Skinner is a CFP® with 26 years of experience in the financial services industry. He is a founding member of Skinner, Copper & Ehmen Wealth Management, LLC, where he has worked since 2007, and has also been affiliated with Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he serves on the state board of the Fellowship of Christian Athletes, contributing to decision-making and event support. Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, offering a range of portfolio management options and access to alternative investments.

Barry Stark is a financial advisor at Sikich Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Triad Advisors Inc. and Bernardi Securities, Inc. Since 2016, he has been associated with Sikich Financial and related entities. Sikich Financial is an SEC-registered multi-team advisory firm managing approximately $1.18 billion in assets. It serves individuals, retirement plans, trusts, estates, and business entities, offering integrated wealth management grounded in an asset-allocation framework supported by both in-house and third-party managers.