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 credential with one year of industry experience. Prior to joining KEB Wealth Advisors, Riley's work history includes roles at Texas Tech University and Buckhart Sand & Gravel. 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 using Modern Portfolio Theory and coordinates closely with an affiliated accounting firm to integrate tax, estate, and retirement planning services.

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 at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Skinner Copper & Ehmen since 2009, also working at Purshe Kaplan Sterling Investments since 2012. Outside of finance, he performs as a guitarist and vocalist in The Rowdy Jones Band. Skinner, Copper & Ehmen Wealth Management, LLC serves individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, globally diversified investment approach based on Modern Portfolio Theory, offering portfolio management, financial planning, and consulting services while primarily using mutual funds, ETFs, and other investment vehicles.

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 CFP® professional with 13 years of industry experience, currently serving as a financial advisor and principal at Sikich Financial in Springfield, IL. He has held roles with Sikich Financial since 2013 and also serves as a principal of Sikich LLC, the firm's parent company. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm integrates financial planning and portfolio management, employing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.

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.

Wade Mathis is a CFP® professional with two years of experience at BOS Asset Management, LLC. His prior work includes roles at Lincoln College, MacMurray College, and Heartland Dental. BOS Asset Management, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and a range of institutional clients. The firm offers customized IPS-driven portfolio management and model-driven strategies, utilizing third-party research and subadvisors to tailor investment solutions based on client risk tolerance and goals.

Caleb Steber is a financial advisor at BOS Asset Management, LLC with a Series 65 designation and one year of industry experience. He has previously worked at the Bank of Springfield and Lowe's. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients, including pension plans and state or municipal entities. The firm uses a combination of customized IPS-driven management and model-driven strategies, incorporating third-party research and subadvisors to tailor investment solutions based on client risk tolerance and goals.

Valerie Johnson is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Sikich Financial since 2013. She previously worked at Triad Advisors, Inc. and OSAIC. Outside of her advisory work, she is involved in the arts community, serving as a board director for the United Performing Arts Fund and having been president of the Skylight Music Theatre board. Sikich Financial is an SEC-registered multi-team advisory firm with approximately $1.18 billion in assets under management, serving individuals, retirement plans, trusts, estates, and businesses. The firm integrates financial planning and portfolio management using asset-allocation strategies supported by both in-house and third-party managers.

Burton Burrows is a financial advisor with BOS Asset Management, LLC, holding Series 66, Series 63, and Series 65 designations and bringing 35 years of industry experience. His prior experience includes over three decades at Nationwide Investment Services Corporation and roles at Prudential-related firms. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and various institutional clients. The firm combines individualized portfolio management with model-driven strategies and collaborates with subadvisors and third-party research providers to implement its investment approach.

Frank Coffey is a financial advisor at BOS Asset Management, LLC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at The Baker Group LP, LPL Financial, Bank of Springfield, and Equitable Advisors LLC. Before entering the financial sector, he held positions in government, including the Office of the Vice President of the United States and the Office of the House of Representatives. BOS Asset Management provides financial planning, portfolio management, and retirement-plan consulting to individuals, high-net-worth clients, and a variety of institutional clients. The firm offers customized, IPS-driven portfolio management, model-driven strategies, and serves as sponsor and manager of a wrap-fee program, with a focus on individualized securities selection and rules-based fixed-income processes.

Melissa Willoughby is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior roles include positions at Horace Mann Companies, Horace Mann Investors, Midwestern Securities Trading Company, and SB Financial at Security Bank. She has also been involved with The Foundation for Excellence since 2008. BCG Securities serves institutional retirement plans and individual clients with account sizes typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailors recommendations to client goals, often using non-discretionary implementation and monitored third-party managers.