James Wolf is the principal of Wolf Financial Advisors LLC in Pekin, Illinois. He holds the ChFC® designation and Series 65 license and has 25 years of industry experience, including 18 years with his current firm. In addition to providing financial advisory services, he is a Certified Public Accountant who also delivers income tax preparation and accounting services, primarily during the tax season. Wolf Financial Advisors LLC offers financial planning and investment advisory services to individuals, high-net-worth clients, and certain retirement plans. The firm utilizes a passive, index-based investment approach with diversified portfolios of low-cost mutual funds and ETFs and integrates tax and accounting services alongside its advisory practice.

I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Philip Cooper is a financial advisor at 210 Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Creative Financial Designs. Outside of advisory work, he is involved in real estate through ownership of CKH Holdings. 210 Financial provides discretionary investment advisory and portfolio management services along with financial planning to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm manages approximately $145 million in assets and utilizes model portfolios overseen by financial professionals and implemented through third-party sub-advisers.

Kendall Stahl is a financial advisor with 10 years of industry experience, currently serving at 210 Financial since 2020. He holds a Series 65 designation and has previously worked with AE Wealth Management and Kingdom Purposes. Outside of his advisory role, Stahl is the owner and operator of Stahl Farms, a farming business. 210 Financial provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, profit-sharing plans, estates, and trusts. The firm employs model-based portfolio management with third-party sub-advisers and integrates financial planning into its advisory services.

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.

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.

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.

John Cagle is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2020. Outside of advisory services, he is a licensed independent agent selling medical, health, and life insurance products. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to third-party investment programs, and managed account options, with a mix of discretionary and non-discretionary assets under management.

Jeffrey Engelbrecht is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm’s investment approach relies on algorithmic risk assessments and third-party managed model strategies executed with mutual funds and ETFs.

Robert Hinzman is a financial advisor at Edward Jones with Series 66 credentials. He has approximately one year of industry experience, including prior roles at GT Church and IDCAG. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large national network of financial advisors and branch offices.

Kenneth Eckhardt is a CFP® professional with 16 years of industry experience, currently serving at Cetera since 2010. He holds the Series 66 designation and has worked with Cetera Financial Specialists LLC since 2009. Outside of his advisory role, he is the treasurer of the Shiloh Cemetery Association and is involved as a lead research person and financial professional with Orchard Financial Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Timothy Crump is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Motor Parts & Equipment Corporation for eleven years. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Christopher Kaufman is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Everence Trust Company and Concourse Financial Group Securities Inc. Kaufman is also a part owner and financial advisor at Grieder Financial Services, Inc., where he provides insurance and investment services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a large nationwide network of independent advisors.

Courtney Nussbaum is a financial advisor at Edward Jones in Morton, IL, holding ChFC® and Series 66 designations with one year of industry experience. Prior to joining Edward Jones in 2025, Courtney worked at State Farm for five years and CIT Trucks for seven years. Outside of advisory work, Courtney is involved with J Nussbaum Group LLC, a retail business, where they assist with monthly banking transactions and paperwork. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jared Sterr is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2011. Outside of his advisory role, he is involved with JLS Capital LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with resources like LPL Research and third-party subadvisors.

Carlos Escobar is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial and Thrivent Investment Management Inc. since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and management services.

Peter Kates is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has one year of industry experience and previously worked for Peoria Public Schools District 150 for 29 years and owned Avanti's Italian Restaurant for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning that covers various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ian Koch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Grace College and First National Bank of Tremont, as well as involvement with the Tremont Area Park District and a startup called Bushbaby. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers various advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Lisa Moser is a financial advisor with LPL Financial in Morton, Illinois, holding a Series 66 designation and with 20 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she is a commissioned notary public for the state of Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and portfolio management options supported by internal research and third-party subadvisors.

Brett Wieser is a financial advisor with LPL Financial in Pekin, IL, holding a Series 66 license and three years of industry experience. His prior roles include positions at Citizens Equity First Credit Union, Eastman Financial and Insurance Services LLC, and MassMutual. He also spent 14 years as a self-employed commodity trader. Wieser advises clients and members of Citizens Equity First Credit Union on financial matters through an affiliated LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research and model portfolios, offering both discretionary and non-discretionary management across its services.

Jeffrey Gillis is a financial advisor with Edward Jones in Pekin, IL, holding a Series 66 license and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Bass Pro Shops from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jed Otto is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. He is CEO and President of Orchard Financial Group Inc., where he oversees policy, staff management, and client advisory processes. Otto has worked at Cetera since 2013 and at Orchard Financial Group since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, with multiple program structures and access to both affiliated and third-party managers.

A. Bruce Otto is a financial professional with 35 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at Cetera since 1998, alongside roles at Orchard Financial Group and O & G Financial Consulting. Outside of his advisory work, he serves as president of Miner Progress Inc. and is secretary/treasurer of the Minier Foundation, a local nonprofit community foundation. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options, financial planning, and access to third-party money managers.

Adam Spangler is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Zachary Williams is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2021, he worked at Cornbelt Energy and the Champaign Fire Department. Outside of his advisory role, he serves as a baseball coach for Unit 5 School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Amy Herring is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked at Clever Marketing and Midwest Food Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning across various topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Aaron Mc Combs is a financial advisor with Edward Jones in Mackinaw, IL. He holds the Series 66 designation and has one year of experience with Edward Jones, following thirteen years at Auto-Owners Insurance. Outside of his advisory role, he is a co-owner of a farmland property in Astoria, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Phillis is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves as an advisor for CUNA Brokerage Services, Inc. and Cefcu. Outside of his advisory roles, he has been involved with Nena Ace Hardware since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Daniel Basham is a Series 66-licensed financial advisor with Edward Jones in Mackinaw, Illinois, where he has worked since 2017. He has eight years of industry experience, including nine years previously with CIT Trucks, Inc. Outside of his advisory role, Basham serves on the board of the Mackinaw Community Center Food Pantry and the Village of Mackinaw Liquor Control Commission. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, combining a large nationwide advisor network with affiliated capabilities including mutual funds, trust services, and securities-based lending.

Hope Pollmann is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation and the Series 66 license. Before joining Edward Jones in 2017, she worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lucas Porritt is a financial advisor with Edward Jones in Tremont, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he has been involved as a swim instructor at the Hopedale Wellness Center and as an assistant coach for the YDocs swim team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Andrew Eilts is a financial advisor at Edward Jones in Pekin, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

Allan Hart is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a member of the Hart Family Partnership, LLC, a family LLC owning farm ground in Bloomington, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Marilyn Hawkins is a Series 66 licensed financial advisor with Edward Jones, based in Pekin, IL. She has 25 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of more than 23,700 financial advisors.