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 previously worked at The Leaders Group, Inc., First Element Insurance Planners, and Buckingham Strategic Wealth LLC. 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 grounded in Modern Portfolio Theory, utilizing low-turnover allocations and third-party managers while coordinating closely with an affiliated accounting firm.

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.

Susan Shackelford is a financial advisor at KEB Wealth Advisors with Series 63 and Series 65 credentials and 27 years of industry experience. She has been with KEB Wealth Advisors since 2011. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, offering investment management, financial planning, and employee benefit advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Marcus Mcglasson is a financial advisor at BOS Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at BOS Asset Management since 2020. Prior to joining BOS, he spent 13 years at LPL Financial and has been affiliated with Bank of Springfield for 19 years. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership of a meal service business and a chain of drive-thru coffee shops. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients such as pension plans and insurance companies. The firm uses customized, IPS-driven portfolio management alongside model-driven strategies, tailoring allocations to clients' risk tolerance and goals.

Riley Beal is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with one year of industry experience. Prior to joining KEB, Riley worked at Texas Tech University and Buckhart Sand & Gravel. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients. The firm serves a diverse client base including individuals, trusts, corporations, and not-for-profits, employing an evidence-based, long-term investment approach grounded in Modern Portfolio Theory and utilizing a range of investment vehicles and third-party managers.

Shannon Jones is a financial advisor at BOS Asset Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at BOS Asset Management since 2020, previously spending seven years with LPL Financial and 16 years at Bank of Springfield. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients including pension plans, insurance companies, and state or municipal entities. The firm employs a combination of customized, IPS-driven portfolio management and model-driven strategies, supplemented by third-party research and subadvisors, and is owned by Bank of Springfield.

Ryan Ehmen is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Skinner, Copper & Ehmen since 2009 and previously worked at Purshe Kaplan Sterling Investments starting in 2012. Outside of his advisory role, he performs as a guitarist and vocalist for the rock band The Rowdy Jones Band. 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 constructs globally diversified, asset-allocated portfolios primarily using mutual funds and ETFs, applying a Modern Portfolio Theory-based approach with periodic rebalancing and tailored client solutions.

David Heitbrink is a CFP® with 28 years of experience in financial advising. He currently serves as Vice-President at Bank of Springfield and is affiliated with BOS Asset Management, LLC, where he has worked since 2022. He also leads Heitbrink Asset Management, which he founded in 2013. BOS Asset Management, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional clients, including pension plans and municipal entities. The firm utilizes a combination of customized, IPS-driven portfolio management and model-driven strategies to tailor investment solutions according to clients' risk tolerance and goals.

Caden Heyen is a financial advisor at KEB Wealth Advisors in Springfield, IL, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Farm Credit Illinois and the University of Illinois. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, and retirement plans, providing investment management, financial planning, and employee benefit advisory services. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers several specialized services, including coordination with fiduciary providers and affiliation with the accounting firm Kerber, Eck & Braeckel LLP.

Noah Skinner is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. Before joining his current firm in 2022, he worked at Sikich Capital Management and Sikich LLP from 2018 to 2022. 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, using a range of investment vehicles including mutual funds, ETFs, and separately managed accounts.

Connor Mc Andrew is a CFP®-certified financial advisor with Sikich Financial in Springfield, IL, with three years of industry experience. He has been with Sikich Financial since 2021, following prior roles including work at Illinois College and Springfield High School. 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 process focused on diversified, asset-class allocations primarily through passively managed mutual funds and ETFs.

Jonathan Carter is a financial advisor at KEB Wealth Advisors with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Carter has been with KEB Wealth Advisors since 1999 and is also associated with Kerber Eck & Braeckel, where he has worked since 1983. KEB Wealth Advisors serves a diverse client base including individuals, trusts, corporations, and not-for-profit organizations, providing investment management, financial planning, and retirement plan advisory services. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Keith Walle is a Certified Financial Planner® at Sikich Financial with 12 years of industry experience. He has worked at Sikich Financial since 2013 and holds principal roles at both Sikich Financial and Sikich LLC. 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, using an asset-allocation approach supported by multiple platforms and both in-house and third-party managers.

Wesley Whamond is a CFP® with 25 years of experience in the financial industry. He is currently a financial advisor at Sikich Financial and has held roles at firms including Triad Advisors, Bank of America, Merrill, TD Ameritrade, and Scottrade. Outside of his advisory work, he sells sneakers from his personal collection through StockX. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension plans, trusts, estates, and businesses. The firm employs a modern portfolio theory approach with diversified, asset-class-based allocations primarily using mutual funds and ETFs, and benefits from its affiliation with parent company Sikich LLC, which provides accounting and tax resources.

Justin Mason is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with KEB Wealth Advisors and its predecessor entities since 2013. KEB Wealth Advisors serves individuals, trusts, partnerships, corporations, not-for-profit organizations, 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, utilizing broadly traded mutual funds, ETFs, and Dimensional Fund Advisors strategies with a buy-and-hold orientation.

Sean Canaday is a financial advisor with BOS Asset Management, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at BOS Asset Management since 2023 and has been affiliated with LPL Financial, Coach, and Bank of Springfield since 2007. BOS Asset Management, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients. The firm combines customized, IPS-driven portfolio management with model-driven strategies, tailoring allocations based on client risk tolerance and goals, and offers both discretionary and non-discretionary investment management.