James Anderson is a CFP® with 10 years of industry experience, currently serving as an advisor at Creekmur Asset Management, LLC since 2020. Prior to this, he held roles at Mundane Apparel and multiple financial firms including Madison Avenue Securities, LLC and AE Wealth Management, LLC. Outside of his advisory work, Anderson is also involved as an insurance sales agent with Creekmur, Inc., doing business as 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 offers discretionary portfolio management and various financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles across multiple asset types.

Brian Bozzer is a financial advisor at Guardian Wealth Management Inc. in Peoria, IL, with four years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, MWA Financial Services Inc., Modern Woodmen of America, and Principal Financial Group. Guardian Wealth Management Inc. 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 and one-time investment planning, using individualized Investment Policy Statements and a combination of fundamental and technical analysis in its investment process.

Andrew Creekmur is a financial advisor with Creekmur Asset Management, LLC and holds Series 65 and Series 63 licenses. He has 10 years of industry experience, including roles at Madison Avenue Securities, AE Wealth Management, CFD Investments, and his own licensed insurance agency, Creekmur, Inc., where he provides insurance products. 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 employs model managers and third-party tools to align portfolios with client risk profiles and offers a range of financial planning and tax services through affiliated entities.

Darcie Phillips is a financial advisor at Guardian Wealth Management Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Illinois Central College and Riverplex. Guardian Wealth Management is a team of four advisors managing approximately $250 million for about 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, focusing on individualized Investment Policy Statements and a combination of fundamental and technical analysis.

Jesse Psinas is a financial advisor with 210 Financial in Morton, IL, holding a Series 65 license and four years of industry experience. He has worked at AE Wealth Management and 210 Financial since 2021 and has additional experience in the automotive finance sector. Outside of advisory, he is involved in finance product services within the auto industry. 210 Financial serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting. The firm employs model-driven portfolio management with third-party sub-advisers and integrates insurance products and donor-advised funds into client strategies.

Robert Personett is a CFP® with seven years of industry experience, currently serving at Creekmur Asset Management, LLC. His prior work includes roles at LPL Financial, Cefcu, and Charles Schwab & Co., Inc. He is also involved with Whitaker Wealth Management Services, focusing on insurance sales. 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 range of financial planning services, utilizing third-party tools and model managers to align portfolios 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 and Series 63 and 65 licenses. His career includes roles at First National Bank Tremont and AE Wealth Management, LLC, among others. He also operates Whitaker Wealth Management Services, focusing on insurance sales and financial advisory. 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 offers discretionary portfolio management and a variety of financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.

Dennis Fulkerson Sr. is a financial advisor at Creekmur Asset Management, LLC with 25 years of industry experience. He holds CFP® and ChFC® designations and previously worked at RSM US, LLC for 16 years and has managed his own practice, Fulkerson Financial Services, LLC, since 2016. In addition to his advisory role, he is also active in insurance sales and services. Creekmur Asset Management is a team-based SEC-registered advisory firm managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management alongside various financial planning services, utilizing third-party tools and model managers to align portfolios with client risk profiles.

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 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.

Carl Williams Jr. is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He previously worked at LPL Financial and Chapin Davis, Inc. He serves as a board member for the Peoria Players Theater, a local community theater troupe. Prospera Financial Services, Inc. is a multi-team firm that manages approximately $12.4 billion across a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm offers investment advisory and financial planning services through multiple platforms, utilizing a combination of firm models, third-party sub-advisers, and customizable allocations.