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John M

Series 63, Series 65

Casey, IL

IPI Wealth Management, Inc.

John Murphy is a financial advisor at IPI Wealth Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IPI Wealth Management since 2000. In addition to his advisory role, he is a part owner and agent at Snedeker & Murphy, Inc., where he is involved in life, health, and fixed annuity insurance sales. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, utilizing an open-architecture investment platform supported by an investment committee and outsourced operational infrastructure.

ESG / Sustainable investing Retirement income strategy
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Shane T

Series 66

Greenup, IL

Edward Jones

Shane Todd is a financial advisor with Edward Jones in Greenup, IL, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2019, he worked at Casey State Bank and Midwestern Securities Trading Co., LLC, and earlier at Ervin Equipment. He serves as a board member for Casey-Westfield School District and is involved with Casey Industries Inc., promoting economic development in Casey, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Retired Founder/Business Owner Executive
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David P

Series 66

Toledo, IL

LPL Financial

David Phipps is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Cornerstone Wealth Management, with additional experience at First Neighborhood Bank. Outside of his advisory work, he serves as a City Commissioner in Mattoon, Illinois, and is involved in high school and college basketball officiating. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of advisory and brokerage services supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Renee S

Series 63, Series 66

Toledo, IL

LPL Financial

Renee Servis is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. She previously worked at Cetera Advisor Networks LLC and has been associated with First Neighbors Bank for over two decades, where she also operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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