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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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Brandi A

Series 63, Series 65

Lerna, IL

Planmember Securities Corporation

Brandi Ames is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Lincoln Financial Advisors. Outside of finance, she has experience in the fitness industry with Integrated Fitness, Inc DBA Curves. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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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 Series 66 licensed financial advisor with 26 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Stifel Nicolaus & Co Inc and Cornerstone Wealth Management, LLC. Outside of his advisory role, he serves as a city commissioner for Mattoon, Illinois, and is involved in high school and college basketball officiating. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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 licenses and bringing 24 years of experience in the industry. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks LLC. In addition to her advisory role, Renee is involved with First Neighbor Tax & Accounting, a tax preparation and accounting business she has been associated with since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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