Andrew Lister is a CFA® charterholder with 19 years of industry experience. He has been with David Vaughan Investments, LLC since 2005. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative buy-and-hold fixed-income approach and customized asset allocation to meet client cash-flow needs.

Anne Schutt is a financial advisor at Midwestern Securities Trading Company, LLC with seven years of industry experience. She holds the CFP® and ChFC® designations, along with a Series 66 license. Prior to joining Midwestern Securities, she worked at Northwestern Mutual Wealth Management Company and Genentech. Outside of her advisory role, Schutt serves as the 2nd Vice President of Membership for the Peoria Women's Club and contributes as a writer for Construction Beauty Magazine. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm combines discretionary model portfolios, non-discretionary recommendations from advisors, and third-party manager oversight in its investment process.

Harry Johnson is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior roles include positions at CreativeOne Securities, Brokers International Financial Services, Investment Planners Inc., Calton & Associates, Inc., and ProEquities, Inc. Johnson is also the owner of Johnson Financial, a diversified financial services business offering fixed insurance, life insurance, long-term care, and fixed annuities. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through multiple platforms, including firm-managed portfolios and third-party arrangements. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and offering both brokerage and advisory service options.

Josiah Springer is a financial advisor at Midwestern Securities Trading Company, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Illini State Bank. His background includes roles in public and community organizations. 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 non-discretionary advisory recommendations and third-party management, maintaining dual broker-dealer and investment adviser registration while offering brokerage and insurance services alongside advisory solutions.

Karen Strickler is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked with several firms within the Thrivent organization and Purshe Kaplan Sterling Investments, Inc. She also serves as an insurance agent selling and servicing fixed insurance contracts. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified long-term portfolios using a range of investment vehicles.

Alyssa Marks is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 14 years of industry experience. She has worked at Geneos Wealth Management since 2006 and has been associated with Trifecta Financial LLC since 2020. Marks is also a notary public and an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic investment approaches and strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Diane Buchanan is a financial advisor at Prospera Financial Services, Inc. with 43 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at LPL Financial, Chapin, Davis, and Morgan Stanley. Prospera Financial Services 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 business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Ryan Knapp is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Advisors' Pride, Inc. and LPL Financial, llc. Knapp provides administrative services through Advisors' Pride, Inc., an independent investment advisor firm. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers.

Eric Grant is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He previously worked at COUNTRY FINANCIAL before joining Midwest Bank and Midwestern Securities Trading Co. LLC in 2017. Outside of his advisory role, Mr. Grant serves as a scoreboard operator for Monmouth College football games and coaches basketball at Immaculate Conception School. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and fiduciary services, combining discretionary model portfolios with advisor recommendations and third-party manager oversight.

James Kreid is a financial advisor with Silver Oak Securities, Inc. in Peoria, IL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He previously worked at Geneos Wealth Management Inc. for 17 years before joining Silver Oak Securities and Cmfs Group Inc. since 2020. Kreid serves as a board member for Youth For Christ in Peoria. Silver Oak Securities serves a broad range of clients including individuals, pension and profit-sharing plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes tailored, primarily discretionary investment management aligned with client objectives and risk tolerances.

Cody Behrens is a CFA® and ChFC® charterholder with seven years of industry experience. He is currently with David Vaughan Investments, LLC and has previously held roles at COUNTRY Capital Management Company, COUNTRY insurance affiliates, COUNTRY Trust Bank, PNC Investments, John Graham & Associates, North Adams State Bank, and Midwestern Securities Trading Company, LLC. David Vaughan Investments provides discretionary investment management and wealth planning services to individuals, high-net-worth clients, trusts, estates, foundations, retirement plans, corporations, and other entities. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach, integrating proprietary quantitative rankings and qualitative research in portfolio construction.

Devin Shaffer is a financial advisor at David Vaughan Investments, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at TD Securities and ARTIS Energy Solutions LLC. Outside of finance, he was involved with Frozen Gnome Properties LLC, operating the Greenhouse Cafe and Tavern. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Zachery Morgenstern is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at David Vaughan Investments, LLC since 2021 and previously was with Edward Jones from 2019 to 2021. His background also includes roles outside of finance, such as positions with the Germantown School District and several minor league baseball teams. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and offers customized asset allocation to meet client cash-flow needs.

Jeffrey Huizenga is a CFP®, ChFC®, and Series 63 licensed advisor with 24 years of industry experience. He has been with David Vaughan Investments, LLC since 2014. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals, trusts, and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to address client cash-flow needs.

Christopher Kent is a financial advisor with David Vaughan Investments, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining David Vaughan Investments in 2023, he worked at Stetson University from 2019 to 2023 and Cardinal Newman High School from 2015 to 2019. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Emily Bruington is a financial advisor at Midwestern Securities Trading Company, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at John Graham & Associates and in various other roles including at Starbucks and the University of Illinois. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, combining discretionary model portfolios and third-party management with advisory recommendations.

Michael Armistead is a CFP® professional with 14 years of industry experience. He has worked at David Vaughan Investments, LLC since 2022 and previously held roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. from 2010 to 2022. David Vaughan Investments provides discretionary investment management, financial planning, and consulting services to a range of clients including individuals, high-net-worth clients, trusts, and institutions. The firm emphasizes value-oriented, income-producing equities and conservative fixed-income strategies combined with proprietary quantitative and qualitative research.

Drew Rowley is a financial advisor at Midwestern Securities Trading Company, LLC, holding a Series 66 designation with no prior industry experience. Before joining the financial sector, he held positions at Sterling Federal Bank and various automotive groups. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, and community financial institutions, offering financial planning, portfolio management, and ERISA 3(38) fiduciary services. The firm combines discretionary model portfolios with non-discretionary advisory recommendations and uses both internal and third-party management platforms.

Glenn Maxey is a CFA® charterholder with 10 years of industry experience. He has been with David Vaughan Investments, LLC since 2017 and previously worked at Evercore Group LLC from 2015 to 2017. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals and various entities. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client needs.

Matthew Rupert is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked with Thrivent Investment Management Inc and State Farm Insurance. Outside of his advisory role, he owns and operates a personal income tax preparation service as a registered CPA. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, bonds, and alternative investments.