Tyson Lanter is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL. He holds a Series 65 designation and has recently transitioned into the industry with experience beginning in 2025. Prior to his advisory role, he worked at Emberwood Capital Partners and held various positions at Target and Walmart. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm uses an open-architecture investment platform with proprietary risk-based model suites and offers both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

Matthew Pladers is a financial advisor at IPI Wealth Management, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously at American Eagle Outfitters and several educational institutions. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture platform that emphasizes risk-based models and operational outsourcing for trade execution and reporting.

Karen Reynolds is a financial advisor with IPI Wealth Management, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and operates an open-architecture model with proprietary risk-based portfolios and a range of advisory and discretionary services.

Kevin Taylor is a CFP® with 16 years of experience in the financial services industry. He is currently with IPI Wealth Management, Inc., where he has worked since 2024, following prior roles at Cambridge Investment Research Advisors and Investment Planners Inc. He is also a partner and owner of Newton Financial Group, LLC. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, providing portfolio management, financial planning, and access to third-party manager programs. The firm utilizes an open-architecture investment platform with proprietary risk-based models and employs an outsourced-agent operational model to support trade execution and portfolio management.

Mark Berndt is a financial advisor with IPI Wealth Management, Inc. in Decatur, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. His work history includes seven years at KCD Financial, Inc. He serves as a trustee for St. Paul’s UMC, overseeing property maintenance. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in assets, employing an open-architecture model with proprietary, risk-based portfolios and combining strategic asset allocation with active manager oversight.

Allen Closser is a CFP® professional with 40 years of industry experience, currently serving at IPI Wealth Management, Inc. since 2017. His prior experience includes a two-year tenure at Provasi Capital Partners LP. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes an outsourced-agent operational model to support trade execution and reporting.

Jennifer De Fries is a financial advisor with IPI Wealth Management, Inc., holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. She has worked at IPI Wealth Management and its affiliated firms since 2016, including a brief period at First Allied Securities, Inc. in 2019. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across a team of 66 advisors, offering an open-architecture model with proprietary risk-based model portfolios and a range of advisory services including participant-level retirement plan advice and ERISA 3(21) and 3(38) services.

Kent Stegeman is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, with four years of industry experience and a Series 65 credential. He previously worked at Western Catholic Union for 29 years. Outside of his advisory role, Stegeman serves as Chairman of the Revolving Loan Fund Committee for the City of Quincy. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and uses an open-architecture investment platform centered on proprietary risk-based model suites.

Julie Anne Pickett is a financial advisor at IPI Wealth Management, Inc. with 19 years of industry experience. She holds the Series 66 designation and has worked at Investment Planners, Inc. since 2007 and Financial Planning System since 1997. Outside of her advisory role, she serves as a board member of the Macomb Food Co-op. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and employs an open-architecture model with a range of proprietary, risk-based portfolios, combining strategic asset allocation with active manager oversight.

James Minton Sr. is a financial advisor with IPI Wealth Management, Inc. in Decatur, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with IPI Wealth Management since 1998 and with its predecessor, Investment Planners, Inc., since 1995. Outside of advising, he is an author and presenter with Westbow Press Publishing, as well as a ministry fundraiser and presenter for Business Men in Christ, and broadcasts boys basketball games on WOKR 107.3 FM. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs a risk-based, open-architecture investment platform supported by an investment committee and offers both discretionary and non-discretionary portfolio management along with retirement plan education and advice.

Teanna Anderson is a financial advisor with IPI Wealth Management, Inc. in Decatur, IL, holding a Series 66 designation and with 10 years of industry experience. She has been with Investment Planners, Inc. since 2016. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.

James Huber is a financial advisor with IPI Wealth Management, Inc. in Decatur, IL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2020 and previously at Record Town Inc. from 2012 to 2020. Huber serves on the finance committee of the Quincy Public Schools Foundation, where he contributes to budgeting, accountancy, and investment discussions. IPI Wealth Management serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform supported by an investment committee and an outsourced-agent operational model.

Jamie Brunner is a CFP® with 18 years of industry experience. He is currently an independent financial advisor at Benjamin F. Edwards & Company, Inc., where he has worked since 2015. Outside of his advisory role, he co-owns a farmland property through a family LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charities, and institutions. The firm offers fee-based wrap programs and a wide range of investment strategies managed internally and by third parties.

Terri Kuizinas is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Prior to joining Voya, she worked at Pruco Securities, LLC, Prudential Insurance Company of America, and VALIC Financial Advisors, Inc. Outside of her advisory role, she owns a travel business called TooSweet Travel. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through various program structures, emphasizing non-discretionary advice and maintaining dual registration as both an investment adviser and broker-dealer.

Todd Brunner is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to his current role, he spent 10 years with Benjamin F. Edwards & Co. Brunner has a 50% ownership interest in an independent financial advisory firm, Brunner Wealth Management. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, employing both strategic multi-year allocations and tactical adjustments reviewed by an Investment Strategy Committee.

Emily Barnes is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at Hickory Point Bank & Trust and Soy Capital Bank & Trust. Benjamin F. Edwards & Company serves a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Angela Bundy is a financial advisor with Equity Services, Inc. She holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Equity Services in 2026, she worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party managers, combining long-term strategies with options for specialized trading.

Keith Backes is a Series 66-licensed financial advisor with Edward Jones, based in Decatur, Illinois, with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Vickie Miller is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stifel in Decatur, IL. She has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Mcatee is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including McAfee Wealth Management and Summit Financial Group. In addition to his advisory work, he is a notary public and is involved with businesses related to insurance solicitation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.