Keith Heil is a PFS™ credentialed financial advisor with 25 years of industry experience. He is currently with Dale K. Ehrhart, Inc., where he has been since 2023, following 15 years at Arise Wealth Management, LLC, which he also owns, along with Heil CPA Services, LLC. Dale K. Ehrhart, Inc. provides investment management services to individuals, corporations, charitable organizations, and other RIAs through divisions including a Family Office with a $50 million minimum, a TAMP for independent advisers, and a Private Client division. The firm employs a mix of fundamental analysis, diversified mutual fund and ETF strategies, and active trading techniques to manage portfolios.

Mary Flaherty is a CFP® professional with 13 years of industry experience. She currently works at Prospera Financial Services, Inc. and has previously been associated with firms including Charles Schwab and Focused Alpha, LLC. Mary holds Series 63 and Series 66 licenses. She is licensed for non-variable insurance sales, though she is not actively selling at this time. 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 business entities, offering financial planning and portfolio management through both proprietary and third-party advisory programs.

Michael Curtis is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including over 20 years with Cambridge. Curtis is also involved in several independent insurance agency roles and manages his own financial services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary model strategies and access to unaffiliated managers.

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Kevin Nicol is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience and has led several financial and advisory firms, including Nicol Advisors Corporation and Nicol Financial Services, LLC. Nicol also serves as president of The Nicol Foundation and is a board member of the Southern Illinois University at Edwardsville Foundation. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a range of portfolio management approaches and both discretionary and non-discretionary strategies.

Robert Groene is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.