Lucas Staub is a financial advisor at Victory Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Outside of advisory services, he is involved in fixed insurance and fixed annuity sales as an insurance agent. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and combines fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Dalton Mellon is a financial advisor at David Vaughan Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with David Vaughan Investments since 2013. David Vaughan Investments provides discretionary investment management, financial planning, consulting, and OCIO services to a range of clients including individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach combines value-oriented, income-producing equities with a conservative fixed-income strategy, utilizing both proprietary quantitative ranking and qualitative research in portfolio construction.

Johnathan Blumeyer is a financial advisor at Victory Financial with Series 65 and Series 66 credentials. He has been with Victory Financial Group since 2025 and previously worked at KDJ Sales & Service Inc. from 2018 to 2025. Victory Financial Group serves a diverse range of clients including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to manage portfolios tailored to client risk profiles.

Deanna Baele is a CFP® with 23 years of industry experience and has been with David Vaughan Investments, LLC since 2000. She holds Series 63 and Series 65 licenses and is based in Peoria, IL. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Brian Christensen is a financial advisor at David Vaughan Investments, LLC with 27 years of industry experience. He holds the Series 63 designation and has been with the firm since 1993. David Vaughan Investments provides discretionary investment management and wealth services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a value-oriented equity strategy paired with a conservative fixed-income approach, utilizing proprietary quantitative and qualitative research to customize asset allocation and meet client cash-flow needs.

Jeffrey Walker is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He is also licensed as an insurance agent, offering life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through Envestnet and Pershing platforms and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Michael Flaherty is a CFP®, ChFC®, and Series 63-licensed financial advisor with 17 years of industry experience. He has worked at David Vaughan Investments, LLC since 2018 and previously held roles at ValMark Advisers, Inc., Valmark Securities, Inc., and Investment Professionals, Inc. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, utilizing a value-oriented equity strategy combined with a conservative fixed-income approach and customized asset allocation. The firm serves high-net-worth individuals, trusts, foundations, retirement plans, and other entities.

Stuart Breeden is a financial advisor with Creative Financial Designs, Inc. in Peoria, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He is president of Breeden & Associates, Ltd., where he also works as an accountant/CPA, and he is involved in independent insurance sales. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Andrew Lister is a CFA® charterholder with 19 years of industry experience. He has been with David Vaughan Investments, LLC since 2005. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative buy-and-hold fixed-income approach and customized asset allocation to meet client cash-flow needs.

Harry Johnson is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior roles include positions at CreativeOne Securities, Brokers International Financial Services, Investment Planners Inc., Calton & Associates, Inc., and ProEquities, Inc. Johnson is also the owner of Johnson Financial, a diversified financial services business offering fixed insurance, life insurance, long-term care, and fixed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through multiple platforms, including firm-managed portfolios and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory service options.

Karen Strickler is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked with several firms within the Thrivent organization and Purshe Kaplan Sterling Investments, Inc. She also serves as an insurance agent selling and servicing fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified long-term portfolios using a range of investment vehicles.

Diane Buchanan is a financial advisor at Prospera Financial Services, Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at LPL Financial, Chapin, Davis, and Morgan Stanley. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

James Kreid is a financial advisor with Silver Oak Securities, Inc. in Peoria, IL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Geneos Wealth Management Inc. for 17 years before joining Silver Oak Securities and Cmfs Group Inc. since 2020. Kreid serves as a board member for Youth For Christ in Peoria. Silver Oak Securities serves a broad range of clients including individuals, pension and profit-sharing plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes tailored, primarily discretionary investment management aligned with client objectives and risk tolerances.

Cody Behrens is a CFA® and ChFC® charterholder with seven years of industry experience. He is currently with David Vaughan Investments, LLC and has previously held roles at COUNTRY Capital Management Company, COUNTRY insurance affiliates, COUNTRY Trust Bank, PNC Investments, John Graham & Associates, North Adams State Bank, and Midwestern Securities Trading Company, LLC. David Vaughan Investments provides discretionary investment management and wealth planning services to individuals, high-net-worth clients, trusts, estates, foundations, retirement plans, corporations, and other entities. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach, integrating proprietary quantitative rankings and qualitative research in portfolio construction.

Devin Shaffer is a financial advisor at David Vaughan Investments, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at TD Securities and ARTIS Energy Solutions LLC. Outside of finance, he was involved with Frozen Gnome Properties LLC, operating the Greenhouse Cafe and Tavern. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Zachery Morgenstern is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at David Vaughan Investments, LLC since 2021 and previously was with Edward Jones from 2019 to 2021. His background also includes roles outside of finance, such as positions with the Germantown School District and several minor league baseball teams. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and offers customized asset allocation to meet client cash-flow needs.

Jeffrey Huizenga is a CFP®, ChFC®, and Series 63 licensed advisor with 24 years of industry experience. He has been with David Vaughan Investments, LLC since 2014. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals, trusts, and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to address client cash-flow needs.

Christopher Kent is a financial advisor with David Vaughan Investments, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining David Vaughan Investments in 2023, he worked at Stetson University from 2019 to 2023 and Cardinal Newman High School from 2015 to 2019. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Michael Armistead is a CFP® professional with 14 years of industry experience. He has worked at David Vaughan Investments, LLC since 2022 and previously held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. from 2010 to 2022. David Vaughan Investments provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, high-net-worth clients, trusts, and institutions. The firm emphasizes value-oriented, income-producing equities and conservative fixed-income strategies combined with proprietary quantitative and qualitative research.

Glenn Maxey is a CFA® charterholder with 10 years of industry experience. He has been with David Vaughan Investments, LLC since 2017 and previously worked at Evercore Group LLC from 2015 to 2017. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals and various entities. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client needs.