Jesse Psinas is a financial advisor at 210 Financial in Morton, IL, holding a Series 65 credential with four years of industry experience. His prior roles include positions in auto finance and insurance sales at Premier Dealer Services and several auto dealerships. Outside of advising, he is involved in insurance sales and services through 210 Financial and works as a sub-agent handling extended warranty and maintenance claims in the auto industry. 210 Financial serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and consulting through model-driven portfolio management and third-party sub-advisers. The firm incorporates insurance products and donor-advised funds into client strategies and publicly utilizes endorsements and educational seminars.

Robert Personett is a CFP®-certified financial advisor at Creekmur Asset Management, LLC with seven years of industry experience. He has held roles at several firms including LPL Financial and Charles Schwab & Co., Inc., and maintains an ownership interest in 309 Capital LLC, a real estate holding company. Personett also engages in insurance sales through Whitaker Wealth Management Services. 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 offers discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

Raymond Whitaker is a financial advisor at Creekmur Asset Management, LLC with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at AE Wealth Management, Global Financial Private Capital, and First National Bank Tremont. He also operates Whitaker Wealth Management Services, which provides insurance sales and services. Creekmur Asset Management is a team-based SEC-registered advisor managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.

Dennis Fulkerson Sr. is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Creekmur Asset Management, LLC and previously led Fulkerson Financial Services, LLC for ten years. Prior to that, he worked at RSM US, LLC for sixteen years. Outside of his advisory role, he is involved in insurance sales and services. 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 along with various financial planning services and utilizes third-party tools and managers to guide investment decisions.

Jeffrey Augspurger is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked at Nepsis, Inc. for nine years and is the sole member of Augspurger, LLC. Outside of his advisory work, he is the owner of Augspurger Farms, an agricultural business, and a silent partner in a bitcoin mining company. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning focused on retirement and estate planning. The firm customizes investment strategies based on client objectives and risk tolerance, managing assets primarily on a discretionary basis while incorporating third-party sub-advisors as needed.

Krista McBeath is a financial advisor with McBeath Financial Group in Normal, Illinois. She holds the ChFC® designation and a Series 65 license, and has 17 years of industry experience. Prior to her current role, she worked at Motiv8 Investments LLC from 2017 to 2020. In addition to her advisory work, she serves as president and licensed insurance producer at McBeath Tax & Financial Services, L.L.C. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm offers tailored asset allocations using fundamental, technical, and cyclical analysis, combining strategic and active models, with portfolio management supported by a sub-advisory relationship while retaining supervisory control.

Kyleigh Snyder is a CFP® professional at McBeath Financial Group with one year of industry experience. Prior to joining McBeath Financial Group, she worked at Heartland Bank & Trust for three years. McBeath Financial Group offers personalized investment advisory and comprehensive financial planning to individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations and provides both discretionary and non-discretionary portfolio management.

Julie Karstens is a financial advisor at McBeath Financial Group in Normal, IL, holding a Series 65 designation with four years of industry experience. Her prior work history includes roles at First State Bank and First State Bank of Bloomington. McBeath Financial Group serves individuals, trusts, estates, and charitable organizations with personalized investment advisory and comprehensive financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis to build tailored asset allocations and uses both strategic and active asset-allocation models, with trading and portfolio management conducted through a sub-advisory relationship.

Tyler Wrezinski is a financial advisor at Virtus Financial Group with five years of industry experience and holds a Series 65 designation. He has been involved with ChangePath, LLC since 2021 and operates Wrezinski Advisory Services, his own advisory business, since 2014. In addition to his advisory work, he serves as director at the Institute for Financial Education, where he presents courses on financial topics. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates with fee-based investment management and financial planning. The firm manages most client assets on a non-discretionary basis and integrates affiliated tax and planning services, including tax preparation provided by a CPA on its leadership team.

Jason Strough is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Nepsis, Inc., Mutual of Omaha Investor Services, and Edelman Inc. He is also licensed as an insurance agent, offering life, disability, and health insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, focusing on retirement and estate planning. The firm uses tailored investment strategies and may employ third-party sub-advisors while maintaining supervisory responsibility.

Connor Creekmur is a Series 65-licensed advisor with Creekmur Asset Management, LLC and has five years of industry experience. His background includes roles at Creekmur Wealth Advisors and positions in academic and library settings. He also works as an insurance sales agent outside of his advisory role. 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 model managers to tailor investment strategies to client risk profiles.

Andrew Pisel is a financial advisor at Creekmur Asset Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Savant Wealth Management, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory role, he is involved in insurance sales through Creekmur Wealth Advisors. 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, utilizing third-party tools and managers to inform investment decisions while offering custody options from major providers and operating wrap-fee programs.

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.

Ian Cavallo is a Series 65-credentialed advisor at McBeath Financial Group with one year of industry experience. Prior to joining McBeath Financial Group, he worked at Advance Trading Inc. and held positions in education and retail. McBeath Financial Group provides personalized investment advisory and comprehensive financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored asset allocations and manages client portfolios through a sub-advisory relationship with GeoWealth.

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.

Josie Fischer is a financial advisor at Virtus Financial Group with a Series 65 designation and four years of industry experience. She has worked at Virtus Wealth Management since 2022 and has prior experience at Bloomington Country Club, Luhr Bros, Inc., and Illinois State University. Fischer is also a licensed insurance professional. Virtus Financial Group serves individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and coordinated tax and insurance services. The firm is notable for managing most client assets on a non-discretionary basis and integrating tax planning through CPA leadership alongside its investment services.

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.

Gregory Fahrenkrug is a financial advisor at Virtus Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at BPA Troxell Benefits, Brick Technology Group, and operated G F Computing LLC. Fahrenkrug is also a licensed insurance professional under the DBA Wrezinski Advisory Group. Virtus Financial Group advises individuals, high-net-worth clients, families, trusts, and estates, offering fee-based investment management and financial planning. The firm manages client assets primarily on a non-discretionary basis and integrates affiliated tax and planning services through a CPA on its leadership team.