David Vaughan Investments, LLC

Johnathan Timko is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with David Vaughan Investments, LLC since 2016 and previously worked at Charles Schwab from 2007 to 2012. David Vaughan Investments provides discretionary investment management and a range of wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, retirement plans, corporations, and other entities. The firm employs a value-oriented, income-producing equity approach combined with conservative fixed-income strategies, utilizing proprietary quantitative and qualitative research methods in portfolio construction.

Jade Laverdiere is a Series 65-licensed financial advisor with David Vaughan Investments, LLC, based in Peoria, IL. They have one year of industry experience and have been with David Vaughan Investments since 2023. Prior to their advisory role, Jade was a full-time student for several years. David Vaughan Investments provides discretionary investment management and wealth planning services to a diverse client base including individuals, estates, foundations, and corporate entities. The firm’s approach focuses on value-oriented, income-producing equities and conservative fixed-income strategies, utilizing proprietary quantitative and qualitative methods in portfolio construction.

Meghan Jackson is a financial advisor at David Vaughan Investments, LLC in Peoria, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with David Vaughan Investments since 2008. David Vaughan Investments provides discretionary investment management and ancillary wealth services to individual and institutional clients, utilizing a value-oriented equity strategy combined with conservative fixed-income management and customized asset-allocation to meet client needs.

Patrick Smarjesse is a financial advisor at David Vaughan Investments, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with David Vaughan Investments, Inc. since 1995. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to a diverse client base, including high-net-worth individuals, trusts, estates, foundations, qualified retirement plans, and corporations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Stephanie Ricketts is a financial advisor at David Vaughan Investments, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with David Vaughan Investments since 2007. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to a diverse client base including individuals, trusts, foundations, and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to address client cash-flow needs.

Andrew Bryant is a Series 65–licensed advisor at David Vaughan Investments, LLC with one year of industry experience. Prior to joining David Vaughan Investments, he held positions at Citizen's Equity First Credit Union and has worked in various roles including at Augustana College and Brown Animal Hospital. David Vaughan Investments provides discretionary investment management and related wealth planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes value-oriented, income-producing equities combined with conservative fixed-income strategies and employs both quantitative and qualitative methods in portfolio construction.

Lawrence Williams is a financial advisor at David Vaughan Investments, LLC with 31 years of industry experience. He holds a Series 65 designation and has been with David Vaughan Investments, Inc. since 1991. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals, trusts, estates, foundations, and qualified retirement plans. The firm uses a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Dalton Mellon is a financial advisor at David Vaughan Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with David Vaughan Investments since 2013. David Vaughan Investments provides discretionary investment management, financial planning, consulting, and OCIO services to a range of clients including individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach combines value-oriented, income-producing equities with a conservative fixed-income strategy, utilizing both proprietary quantitative ranking and qualitative research in portfolio construction.

Deanna Baele is a CFP® with 23 years of industry experience and has been with David Vaughan Investments, LLC since 2000. She holds Series 63 and Series 65 licenses and is based in Peoria, IL. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Brian Christensen is a financial advisor at David Vaughan Investments, LLC with 27 years of industry experience. He holds the Series 63 designation and has been with the firm since 1993. David Vaughan Investments provides discretionary investment management and wealth services to a diverse client base, including high-net-worth individuals, trusts, and institutional clients. The firm employs a value-oriented equity strategy paired with a conservative fixed-income approach, utilizing proprietary quantitative and qualitative research to customize asset allocation and meet client cash-flow needs.

Michael Flaherty is a CFP®, ChFC®, and Series 63-licensed financial advisor with 17 years of industry experience. He has worked at David Vaughan Investments, LLC since 2018 and previously held roles at ValMark Advisers, Inc., Valmark Securities, Inc., and Investment Professionals, Inc. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, utilizing a value-oriented equity strategy combined with a conservative fixed-income approach and customized asset allocation. The firm serves high-net-worth individuals, trusts, foundations, retirement plans, and other entities.

Andrew Lister is a CFA® charterholder with 19 years of industry experience. He has been with David Vaughan Investments, LLC since 2005. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients, including high-net-worth individuals and foundations. The firm employs a value-oriented, income-producing equity strategy combined with a conservative buy-and-hold fixed-income approach and customized asset allocation to meet client cash-flow needs.

Cody Behrens is a CFA® and ChFC® charterholder with seven years of industry experience. He is currently with David Vaughan Investments, LLC and has previously held roles at COUNTRY Capital Management Company, COUNTRY insurance affiliates, COUNTRY Trust Bank, PNC Investments, John Graham & Associates, North Adams State Bank, and Midwestern Securities Trading Company, LLC. David Vaughan Investments provides discretionary investment management and wealth planning services to individuals, high-net-worth clients, trusts, estates, foundations, retirement plans, corporations, and other entities. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach, integrating proprietary quantitative rankings and qualitative research in portfolio construction.

Devin Shaffer is a financial advisor at David Vaughan Investments, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at TD Securities and ARTIS Energy Solutions LLC. Outside of finance, he was involved with Frozen Gnome Properties LLC, operating the Greenhouse Cafe and Tavern. David Vaughan Investments, LLC provides discretionary investment management and ancillary wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and customized asset allocation to meet client cash-flow needs.

Zachery Morgenstern is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at David Vaughan Investments, LLC since 2021 and previously was with Edward Jones from 2019 to 2021. His background also includes roles outside of finance, such as positions with the Germantown School District and several minor league baseball teams. David Vaughan Investments, LLC provides discretionary investment management and wealth services to individual and institutional clients. The firm employs a value-oriented, income-producing equity strategy combined with a conservative fixed-income approach and offers customized asset allocation to meet client cash-flow needs.