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Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Walter L

Series 65

Springfield, IL

Salt Creek Hills Money, Ltd.

Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

Passive / index investing Wealth management
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David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
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Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
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Gregory L

CFP®, Series 65

Springfield, IL

Langdon Financial Management, Inc.

Gregory Langdon is a CFP® professional with 29 years of experience in the financial industry. He has been with Langdon Financial Management, Inc. since 1993. Langdon Financial Management, Inc. is an investment advisory and tax consulting firm serving individuals and small businesses, particularly focusing on retirement and brokerage account planning. The firm combines investment advice with federal and state income tax preparation services, reflecting its CPA ownership.

General retirement planning Wealth management
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Debra P

CFP®, Series 65

Springfield, IL

Wealth Management Services,LLC

Debra Peters is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been affiliated with Wealth Management Services, LLC since 2003 and The Barkmeier Group, Inc. since 2004, where she is also involved in tax planning and tax return preparation. Wealth Management Services, LLC offers fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach with an emphasis on global diversification and coordinates closely with legal and accounting professionals on complex tax and estate matters.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
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Lawrence D

Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Lawrence Davsko is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Outside of his advisory role, he provides information technology consulting and support to small business clients through a separate business entity. Skinner, Copper & Ehmen Wealth Management offers investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily consisting of mutual funds, ETFs, and other investment vehicles.

Private / alternative investments Real estate investing Annuities General tax planning
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Melanie L

Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Melanie Lesko is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Skinner, Copper & Ehmen Wealth Management since 2007 and also has a long-standing involvement with Lesko Construction, a business she co-owns. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach to build globally diversified, asset-allocated portfolios primarily using mutual funds, ETFs, and separately managed accounts.

Private / alternative investments Real estate investing Annuities General tax planning
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Douglas S

CFP®, Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Douglas Skinner is a CFP® with 26 years of experience in the financial services industry. He is a founding member of Skinner, Copper & Ehmen Wealth Management, LLC, where he has worked since 2007, and has also been affiliated with Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he serves on the state board of the Fellowship of Christian Athletes, contributing to decision-making and event support. Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, offering a range of portfolio management options and access to alternative investments.

Private / alternative investments Real estate investing Annuities General tax planning
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Ryan E

Series 63, Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Ryan Ehmen is a financial advisor at Skinner, Copper & Ehmen Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Skinner Copper & Ehmen since 2009, also working at Purshe Kaplan Sterling Investments since 2012. Outside of finance, he performs as a guitarist and vocalist in The Rowdy Jones Band. Skinner, Copper & Ehmen Wealth Management, LLC serves individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, globally diversified investment approach based on Modern Portfolio Theory, offering portfolio management, financial planning, and consulting services while primarily using mutual funds, ETFs, and other investment vehicles.

Private / alternative investments Real estate investing Annuities General tax planning
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Noah S

Series 65

Springfield, IL

Skinner, Copper & Ehmen Wealth Management, LLC

Noah Skinner is a financial advisor with Skinner, Copper & Ehmen Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. Before joining his current firm in 2022, he worked at Sikich Capital Management and Sikich LLP from 2018 to 2022. Skinner, Copper & Ehmen Wealth Management, LLC provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory-based approach focused on global diversification and periodic rebalancing, using a range of investment vehicles including mutual funds, ETFs, and separately managed accounts.

Private / alternative investments Real estate investing Annuities General tax planning
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Melissa W

Series 63, Series 66

Endinburg, IL

BCG Securities, inc.

Melissa Willoughby is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. Her prior roles include positions at Horace Mann Companies, Horace Mann Investors, Midwestern Securities Trading Company, and SB Financial at Security Bank. She has also been involved with The Foundation for Excellence since 2008. BCG Securities serves institutional retirement plans and individual clients with account sizes typically above $25,000, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm focuses on developing written investment policy statements and tailors recommendations to client goals, often using non-discretionary implementation and monitored third-party managers.

Wealth management Founder/Business Owner Retired
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Kevin K

Series 63, Series 66

Springfield, IL

IAMS Wealth Management, LLC

Kevin Klickna is a financial advisor at IAMS Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Axa Advisors, LLC. In addition to his advisory role, he operates as an independent insurance agent and provides outsourced estate planning software services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm emphasizes discretionary portfolio management tailored to client objectives and risk tolerances, utilizing a range of investment vehicles including equities, ETFs, fixed income, and alternatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Daniel M

Series 66

Rochester, IL

CreativeOne Securities, LLC

Daniel Morris is a Series 66–licensed financial advisor with 12 years of industry experience. He has been with CreativeOne Securities, LLC since 2017 and previously worked at Oak Grove Investment Services, Inc. In addition to his advisory role, Morris is involved in educational ventures focused on retirement, including teaching workshops through Retiring Smarter and the Retirement Peace Project. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering services through its proprietary advisory platform and a network of 127 advisors.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Terri K

Series 66

Blue Mound, IL

VOYA Financial Advisors, Inc.

Terri Kuizinas is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at Voya Financial Advisors, Pruco Securities, Prudential Insurance Company, and VALIC Financial Advisors. Outside of finance, she owns TooSweet Travel, a travel business specializing in cruises. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategies with technology-enabled tools to provide financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Christopher P

CFP®, PFS™, Series 66

Springfield, IL

OSAIC Institutions, INC.

Christopher Parks is a CFP® and PFS™ with 21 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and has held roles at Infinex Investments, Illinois National Bank, Sws Financial Services, Avantax Advisory Services, and Equitable Advisors. Parks serves as Vice President of the Chatham Police Pension Fund and provides financial guidance to St. Joseph's Church in Chatham, IL. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser and broker-dealer model.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Christopher K

Series 66

Springfield, IL

OSAIC Institutions, INC.

Christopher Karrick is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at INB and US Bank, spanning from 2016 to the present. Outside of finance, he works as a server at The Garden restaurant in New Berlin, Illinois. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, providing firm supervision while delegating investment management to its advisors.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Harlin N

Series 66

Springfield, IL

Private Advisor Group, LLC

Harlin Noel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing 24 years of industry experience. His work history includes roles at LPL Financial LLC, Level Four Advisory Services, Ameriprise, and Morgan Stanley. Private Advisor Group serves individuals, trusts, charities, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both discretionary management and client-assisted selection of managers and model portfolios.

Annuities Founder/Business Owner
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Eric L

Series 63, Series 65, Series 66

Springfield, IL

Benjamin F. Edwards & Company, Inc.

Eric Loy is a financial advisor with Benjamin F. Edwards & Company, Inc. in Springfield, IL, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary and third-party strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Lori J

Series 66

Springfield, IL

OSAIC Institutions, INC.

Lori Johnson is a Series 66 credentialed financial advisor at OSAIC Institutions, INC. with eight years of industry experience. She has worked at multiple firms including INB, Infinex Investments, Inc., Hilltop Securities Independent Network Inc., National General Management, and Stancorp Inc. Outside of her advisory work, Johnson serves as a member of the stewardship and finance committee at Trinity Lutheran Church, providing budgeting and accounting guidance on a volunteer basis. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning while maintaining a hybrid adviser/broker-dealer structure, supporting both discretionary and non-discretionary accounts with access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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