Guardian Wealth Management Inc.

Ronald Kirby is a financial advisor at Guardian Wealth Management Inc. in Peoria, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Wealth Management since 2010, Purshe Kaplan Sterling Investments since 2013, and Summit Financial Advisors since 1997. He is the president and sole owner of both Guardian Wealth Management and Summit Financial Advisors, dedicating significant time to both entities. Guardian Wealth Management is a team of four advisors managing approximately $250 million for about 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management and investment planning, emphasizing individualized investment policies, asset allocation, security selection, and coordination of tax and estate planning with clients’ other advisors.

Brian Bozzer is a financial advisor at Guardian Wealth Management Inc. in Peoria, IL, with four years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, MWA Financial Services Inc., Modern Woodmen of America, and Principal Financial Group. Guardian Wealth Management Inc. is a team of four advisors managing approximately $250 million for around 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management and one-time investment planning, using individualized Investment Policy Statements and a combination of fundamental and technical analysis in its investment process.

Darcie Phillips is a financial advisor at Guardian Wealth Management Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Illinois Central College and Riverplex. Guardian Wealth Management is a team of four advisors managing approximately $250 million for about 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management as well as one-time investment planning, focusing on individualized Investment Policy Statements and a combination of fundamental and technical analysis.

Kyle Gilmore is a CFA® charterholder with three years of industry experience. He has worked at Guardian Wealth Management Inc. since 2022 and previously held roles at State Farm Insurance Company and GCM Grosvenor. He also attended the University of Illinois at Urbana-Champaign from 2015 to 2019. Guardian Wealth Management is a team of four advisors managing approximately $250 million for around 138 clients, including individuals, trusts, qualified plans, charities, and businesses. The firm provides discretionary and non-discretionary portfolio management as well as one-time investment planning, employing a process that emphasizes individualized Investment Policy Statements, asset allocation, and both fundamental and technical analysis.

Joshua Kirby is a financial advisor with Guardian Wealth Management Inc. in Peoria, IL, holding Series 65 and Series 63 credentials and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Galt and Company, Goldman Sachs, Tesla, and Anheuser-Busch. Guardian Wealth Management provides investment advisory and planning services to individuals, trusts, qualified plans, charities, and businesses, using a tailored investment approach based on an Investment Policy Statement. The firm manages a diverse mix of account types through discretionary and non-discretionary mandates, employing fundamental, technical, and mutual fund analysis with an emphasis on asset allocation and portfolio construction.