James Anderson is a CFP®-designated financial advisor with Creekmur Asset Management, LLC, where he has worked since 2020. He has 10 years of industry experience and previously held roles at AE Wealth Management, Madison Avenue Securities, and other firms. Anderson also has experience as an insurance sales agent with Creekmur, Inc., operating under 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 various financial planning services, using third-party tools and model managers to align portfolios with client risk profiles.

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, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He founded Creekmur, Inc. dba Creekmur Wealth Advisors in 2014, where he also serves as a licensed insurance agent, providing insurance products. Prior to his current role, he worked at Madison Avenue Securities, AE Wealth Management, and CFD Investments. 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, and maintains a multi-office presence including sponsorship of a wrap fee program.

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 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.

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.

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 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Galt and Company, and Goldman Sachs. Kirby also serves as a registered representative assisting clients with financial, tax, and estate planning. Guardian Wealth Management provides investment advisory and planning services to individuals, trusts, qualified plans, charities, and businesses. The firm uses client-specific Investment Policy Statements and combines fundamental, technical, and mutual fund analysis to manage portfolios with a focus on asset allocation and security selection, offering both discretionary and non-discretionary management.

Joshua Miller is a CFP® professional with 25 years of industry experience. He has been with Midwestern Securities Trading Company, LLC since 2006 and currently serves as a financial consultant at John Graham and Associates. Outside of his advisory work, he is involved in community activities including serving as a past president of the Astoria Lions Club, co-chairing the finance committee of Graham Health Systems Board of Trustees, and coaching youth football. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plans, municipalities, and charitable organizations. The firm offers financial planning and portfolio management services, utilizing a combination of discretionary model portfolios, non-discretionary advisor recommendations, and third-party management platforms.

Michael Graham is a financial advisor at Midwestern Securities Trading Company, LLC with 30 years of experience. He holds the Series 63 and Series 65 licenses and has worked at Midwestern Securities since 1999 and John Graham & Associates since 1996. He 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 a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm employs a combination of discretionary model portfolios, non-discretionary advisor recommendations, and third-party management to provide financial planning and portfolio management services.

Carl Williams Jr. is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Chapin Davis, Inc., and Williams Investment Network, Inc. He serves as a board member and volunteer for the Peoria Players Theater. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.