Springfield, IL Office

Anna Mc Cormick is a Series 66-licensed financial advisor with Money Concepts Capital Corp, based in Springfield, IL, with five years of industry experience. Prior to her advisory role, she has worked as an emergency physician at Blessing Hospital and with MidAmerica Emergency Physicians, roles she continues to hold. She also owns McCormick Medical Services, LLC, a medical services business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, supported by multiple third-party managers and platforms.

Nathaniel Boyle is a CFP® professional with 13 years of industry experience. He has been with Money Concepts Capital Corp since 2016, following prior roles at CWM, LLC and LPL Financial, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs that utilize model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Margaret Haugh is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and no prior industry experience. She previously worked at Peterman Financial Group, where she provided administrative support for tax return preparation. Money Concepts Capital Corp is an enterprise firm with over 400 advisors, offering portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and corporations. The firm utilizes various managed programs and combines fundamental and technical analysis with modern portfolio theory to guide investment decisions.

William Peterman is a CFP® and holds a Series 66 license with 25 years of industry experience. He has worked at Carson Wealth Management since 2016 and previously at LPL Financial, llc from 2014 to 2016. Outside of his advisory work, he operates Bill Peterman, CPA, providing tax preparation and accounting services. He is an enterprise advisor at Money Concepts Capital Corp, a firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management and financial planning services using a combination of model portfolios, third-party sub-advisers, and ongoing consulting across various client types.