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.

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 with Prospera Financial Services, Inc. He holds Series 65 and Series 63 licenses and has 33 years of industry experience. His prior roles include positions at LPL Financial, Chapin Davis, Inc., and Williams Investment Network, Inc. Outside of his advisory work, he serves as a board member for the Peoria Players Theater. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Winfield Ellis is a financial advisor at Midwestern Securities Trading Company, LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Midwestern Securities, he worked at John Graham and Associates and Equitable Advisors LLC, among others. He also serves as a pastor at East Peoria Bible Missionary Church. 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 third-party management and advisory recommendations, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services.

Johnathan Timko is a CFP® and holds a Series 66 license, with 19 years of industry experience. He has worked at David Vaughan Investments, Inc. since 2016 and previously at Charles Schwab starting in 2007. David Vaughan Investments provides discretionary investment management along with wealth management, financial planning, consulting, and OCIO services to a range of clients including individuals, high-net-worth clients, trusts, estates, foundations, retirement plans, corporations, and other business entities. The firm employs a value-oriented, income-producing equity approach combined with a conservative fixed-income strategy, using proprietary quantitative and qualitative methods in portfolio construction.

Caleb Scholl is a financial advisor at Midwestern Securities Trading Company, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at John Graham and Associates, Taylor University, Designer Concepts, AMC, Christian Center, and Peoria Christian School. Midwestern Securities Trading Company serves a broad client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios with non-discretionary advisor recommendations and third-party discretionary management, offering a range of financial planning and portfolio management services.

Jason Stadsholt is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Midwestern Securities since 2017 and previously spent nine years with infinex Investments, Inc. Stadsholt also serves as a financial advisor at Havana National Bank and is involved as the treasurer for the Athens Youth Sports Association. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, discretionary and non-discretionary investment services, and ERISA 3(38) fiduciary support, combining internal model portfolios with third-party management platforms.

Richard Kirk is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Peace of Mind Wealth Management, Virtue Capital Management, LLC, and Horter Investment Management. In addition to advisory work, he is involved with Lifeguard Retirement Planning as an insurance broker, focusing on annuities, life insurance, long-term care, and senior health products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Timothy Whisler is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Simplicity Wealth, LLC and USA Financial Securities. Outside of advisory work, he is the owner and independent insurance agent of The Whisler Agency and serves as an instructor for the Council of Financial Educators, a nonprofit focused on retirement education. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and integrates model portfolios with an asymmetric rebalancing strategy.

Jade Laverdiere is a Series 65-licensed financial advisor with David Vaughan Investments, LLC, based in Peoria, IL. They have one year of industry experience and have been with David Vaughan Investments since 2023. Prior to their advisory role, Jade was a full-time student for several years. David Vaughan Investments provides discretionary investment management and wealth planning services to a diverse client base including individuals, estates, foundations, and corporate entities. The firm’s approach focuses on value-oriented, income-producing equities and conservative fixed-income strategies, utilizing proprietary quantitative and qualitative methods in portfolio construction.