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.

Kyle Gilmore is a CFA® charterholder with three years of industry experience. He has worked at Guardian Wealth Management Inc. since 2022 and previously held roles at State Farm Insurance Company and GCM Grosvenor. He also attended the University of Illinois at Urbana-Champaign from 2015 to 2019. Guardian Wealth Management is a team of four advisors managing approximately $250 million for around 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management as well as one-time investment planning, employing a process that emphasizes individualized Investment Policy Statements, asset allocation, and both fundamental and technical analysis.

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.

Joshua Kirby is a financial advisor with Guardian Wealth Management Inc. in Peoria, IL, holding Series 65 and Series 63 credentials and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Galt and Company, Goldman Sachs, Tesla, and Anheuser-Busch. Guardian Wealth Management provides investment advisory and planning services to individuals, trusts, qualified plans, charities, and businesses, using a tailored investment approach based on an Investment Policy Statement. The firm manages a diverse mix of account types through discretionary and non-discretionary mandates, employing fundamental, technical, and mutual fund analysis with an emphasis on asset allocation and portfolio construction.

Joshua Miller is a CFP® professional with 24 years of industry experience. He has worked at Midwestern Securities Trading Company, LLC since 2006 and currently serves as a financial consultant at John Graham and Associates. Miller holds Series 63 and Series 65 licenses and has been involved in several volunteer roles, including as past president of the Astoria Lions Club and co-chair of the finance committee for Graham Health Systems. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with representative recommendations and third-party management, offering a range of financial planning and portfolio management services.

Michael Graham is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Midwestern Securities since 1999 and also operates John Graham & Associates, a financial consulting business started in 1996. Graham serves as President of the Board for Princeville State Bank/Main Street Bancorp Inc and is a board member of the Peoria Riverfront Museum Foundation. Midwestern Securities Trading Company serves individual investors, retirement plans, municipalities, and community institutions with financial planning and portfolio management. The firm uses discretionary model portfolios combined with third-party managers and advisory recommendations, maintaining a dual broker-dealer and investment adviser registration with a notable client-to-advisor ratio.

Winfield Ellis is a financial advisor at Midwestern Securities Trading Company, LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Midwestern Securities, he worked at John Graham and Associates and Equitable Advisors LLC. Ellis also serves as a pastor at East Peoria Bible Missionary Church, an outside activity that accounts for significant time commitment outside market hours. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, model and wrap programs, and ERISA 3(38) fiduciary services, utilizing a combination of internally managed discretionary portfolios, non-discretionary advisor recommendations, and discretionary third-party management.

Jason Stadsholt is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Midwestern Securities since 2017 and previously spent nine years with infinex Investments, Inc. Stadsholt also serves as a financial advisor at Havana National Bank and is involved as the treasurer for the Athens Youth Sports Association. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, discretionary and non-discretionary investment services, and ERISA 3(38) fiduciary support, combining internal model portfolios with third-party management platforms.

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.

Brady Huber is a Series 66-registered financial advisor with five years of industry experience, currently with Midwestern Securities Trading Company, LLC and Bradford National Bank. His prior background includes roles with the Gateway Grizzlies and positions at Lindenwood University. Outside of his advisory work, he serves as a football game commentator for WGEL. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, utilizing a combination of discretionary model portfolios, advisory recommendations, and third-party managers.

Craig Ruffolo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Peoria, IL. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and multidisciplinary planning in coordination with tax, estate, and risk professionals.

Cody Leach is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Midwestern Securities Trading Company, LLC and State Bank of Graymont since 2014. In addition to his advisory role, he is involved in community theater as an actor and serves as a member of the church council at St. Paul Lutheran Church. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and community financial institutions, providing financial planning and portfolio management through a combination of discretionary model portfolios and third-party managers. The firm operates with dual broker-dealer and advisory registrations and maintains brokerage and insurance activities alongside its advisory services.

Scott Fisher is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with John Graham & Associates and Midwestern Securities since 2017 and spent a year at the University of Illinois. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, employing a combination of discretionary model portfolios and third-party management platforms.

Nicholas Kuhlman is a Series 66-credentialed financial advisor at Midwestern Securities Trading Company, LLC with under one year of industry experience. His prior roles include positions at John Graham & Associates Inc and work in community-oriented businesses such as Corner Stone Tavern. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios and third-party managerial platforms with a supervisory structure that integrates fundamental and technical research alongside brokerage and insurance services.

Robert Minor is a financial advisor with Midwestern Securities Trading Company, LLC, based in East Peoria, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked concurrently at Sauk Valley Bank since 2011 and serves as vice treasurer for the Whiteside County United Way. Additionally, he coaches and teaches baseball and softball lessons and is a board member of the Sterling Rock Falls Community Trust. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning and portfolio management through a combination of discretionary model portfolios, non-discretionary representative recommendations, and third-party management, while maintaining both broker-dealer and advisory registrations.

Michael Doublin is a financial advisor at Midwestern Securities Trading Company, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Midwestern Securities since 2018. Prior to this, he was briefly employed at T. Rowe Price and worked in non-financial roles including at the University of Northern Colorado and Greeley Country Club. Midwestern Securities Trading Company serves a wide range of clients, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with non-discretionary and third-party investment management, and maintains a dual broker-dealer and investment adviser registration.