John Antrobus is a financial advisor with Milestone Advisory Group, LLC, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Cambridge Investment Research and Miles Franklin, LTD. He also operates as an independent insurance agent and is involved in precious metal solicitation. Milestone Advisory Group is an independent registered investment adviser managing approximately $18.3 million for about 137 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan services, utilizing fundamental analysis and a range of implementation strategies including third-party managers and derivatives.

Philip Wegman is a CFP® with six years of industry experience, currently serving as an advisor at Journey Beyond Wealth. His prior experience includes roles at Investment Planners Inc. and The Vanguard Group, Inc. Outside of his advisory work, he is involved with FaireCoffee, a coffee shop in Washington, Illinois, where he handles bookkeeping. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm employs a structured, passive allocation approach using low-cost mutual funds and ETFs and offers specialized Family Office services, including intergenerational education and facilitated family meetings.

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Philip Cooper is a financial advisor at 210 Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Creative Financial Designs. Outside of advisory work, he is involved in real estate through ownership of CKH Holdings. 210 Financial provides discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and utilizes model portfolios overseen by financial professionals and implemented through third-party sub-advisers.

Kendall Stahl is a financial advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He holds a Series 65 designation and has previously worked with AE Wealth Management and Kingdom Purposes. Outside of his advisory role, Stahl is the owner and operator of Stahl Farms, a farming business. 210 Financial provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm employs model-based portfolio management with third-party sub-advisers and integrates financial planning into its advisory services.

James Anderson is a CFP®-designated financial advisor with Creekmur Asset Management, LLC, where he has worked since 2020. He has 10 years of industry experience and previously held roles at AE Wealth Management, Madison Avenue Securities, and other firms. Anderson also has experience as an insurance sales agent with Creekmur, Inc., operating under Creekmur Wealth Advisors. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, using third-party tools and model managers to align portfolios with client risk profiles.

Andrew Creekmur is a financial advisor with Creekmur Asset Management, LLC and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Madison Avenue Securities, LLC, AE Wealth Management, LLC, and CFD Investments, Inc. Outside of his advisory work, he is also an insurance agent operating through Creekmur, Inc., a licensed insurance agency. Creekmur Asset Management is a team-based SEC-registered firm managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Jesse Psinas is a financial advisor with 210 Financial in Morton, IL, holding a Series 65 license and four years of industry experience. He has worked at AE Wealth Management and 210 Financial since 2021 and has additional experience in the automotive finance sector. Outside of advisory, he is involved in finance product services within the auto industry. 210 Financial serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting. The firm employs model-driven portfolio management with third-party sub-advisers and integrates insurance products and donor-advised funds into client strategies.

Robert Personett is a CFP® with seven years of industry experience, currently serving at Creekmur Asset Management, LLC. His prior work includes roles at LPL Financial, Cefcu, and Charles Schwab & Co., Inc. He is also involved with Whitaker Wealth Management Services, focusing on insurance sales. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Raymond Whitaker is a financial advisor at Creekmur Asset Management, LLC with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at First National Bank Tremont and AE Wealth Management, LLC, among others. He also operates Whitaker Wealth Management Services, focusing on insurance sales and financial advisory. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.

Dennis Fulkerson Sr. is a financial advisor at Creekmur Asset Management, LLC with 25 years of industry experience. He holds CFP® and ChFC® designations and previously worked at RSM US, LLC for 16 years and has managed his own practice, Fulkerson Financial Services, LLC, since 2016. In addition to his advisory role, he is also active in insurance sales and services. Creekmur Asset Management is a team-based SEC-registered advisory firm managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management alongside various financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

Connor Creekmur is a Series 65-licensed advisor with Creekmur Asset Management, LLC and has five years of industry experience. His background includes roles at Creekmur Wealth Advisors and positions in academic and library settings. He also works as an insurance sales agent outside of his advisory role. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to tailor investment strategies to client risk profiles.

Andrew Pisel is a financial advisor at Creekmur Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Savant Wealth Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of advising, he is involved in insurance sales as an agent. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, using third-party tools and managers to align investments with client risk profiles.

Neal Woollard is a financial advisor with Creekmur Asset Management, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Creekmur, he was affiliated with Hinson Baptist Church in various roles from 2016 to 2024. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for nearly 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

John Creekmur is a CFP® professional with 33 years of experience in financial advising. He is a founding member of Creekmur Asset Management, LLC, where he has worked since 2019, and has previously held roles at AE Wealth Management, Madison Avenue Securities, and Creative Financial Designs. Creekmur is also a passive investor in Inspire Investing, a firm offering faith-based portfolios listed on the NYSE. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and managers and offering a multi-office footprint with wrap-fee program sponsorship.

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Lawson Leahr is a financial advisor with 210 Financial, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining 210 Wealth Management, he worked at Northwestern Mutual in various roles from 2023 to 2024 and has experience outside finance, including six years at Bowe Machine Co. He is the sole owner of Attis, LLC, a personal training and coaching business focused on athletic fitness and sports performance. 210 Wealth Management serves individual and high-net-worth clients with discretionary asset management, financial planning, and consulting. The firm uses model-driven portfolio management with third-party sub-advisers and integrates insurance and donor-advised fund solutions into client strategies.

Jacob Hauter is a Series 65-licensed financial advisor at 210 Financial with one year of industry experience. He previously worked at Cedarville University from 2020 to 2024. Hauter is also a licensed insurance agent offering insurance and annuity products to clients of 210 Wealth Management. 210 Financial provides discretionary investment advisory and portfolio management services, serving individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm integrates financial planning into its advisory services and typically manages client assets through model portfolios overseen by in-house professionals and implemented by third-party sub-advisers.

Richard Kirk is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Peace of Mind Wealth Management, Virtue Capital Management, LLC, and Horter Investment Management. In addition to advisory work, he is involved with Lifeguard Retirement Planning as an insurance broker, focusing on annuities, life insurance, long-term care, and senior health products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

William Gohs is a financial advisor at Inspire Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Ausdal Financial Partners, Inc. and Berthel, Fisher & Company Financial Services, Inc. Outside of his advisory role, he is a co-owner of a rental property in Eureka, Illinois. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing into its advice and employs a variety of analytical methods to create portfolios, frequently using sub-advisors and proprietary ETFs.