Pacesetter Financial Group, L.L.C.

Connor Koberlein is a financial advisor at Pacesetter Financial Group, L.L.C. in Lincoln, Illinois. He holds a Series 65 credential and has approximately one year of industry experience. His prior work includes roles at J.M. Abbott & Associates and Culver's. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and retirement plans. The firm applies Modern Portfolio Theory to build diversified portfolios primarily with mutual funds and provides discretionary and non-discretionary portfolio management along with 401(k) advisory services.

Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. He previously worked at Ameriprise Financial, Inc. and Lincoln Christian University. In addition to his financial advising role, Timothy works as an accountant at J.M. Abbott & Associates, Ltd., a certified public accounting firm co-owned by the same majority partners as Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business entities, tax-exempt organizations, and company-sponsored retirement plans, offering portfolio management, financial planning, and 401(k) advisory services. The firm employs Modern Portfolio Theory to construct diversified portfolios, often utilizing funds from Dimensional Fund Advisors, and integrates tax and accounting services through its affiliation with a sister CPA firm.

Kristen Lanning is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has been with Pacesetter Financial Group, L.L.C. since 2001. Pacesetter Financial Group serves individuals, trusts, business and tax-exempt entities, and sponsors of 401(k) plans, managing approximately $145 million. The firm uses Modern Portfolio Theory to create diversified portfolios with disciplined asset-class mutual funds and provides personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.

Andrew Fitzpatrick is a financial advisor with Pacesetter Financial Group, L.L.C. in Lincoln, Illinois, holding a Series 65 license and possessing 16 years of industry experience. He has worked concurrently at J.M. Abbott & Associates, Ltd., a certified public accounting firm, where he is a certified public accountant assisting with tax returns, financial statements, tax planning, and business consulting. Both firms share common ownership and complementary services. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company-sponsored 401(k) plans, managing approximately $145 million across discretionary and non-discretionary accounts. The firm applies Modern Portfolio Theory to build diversified portfolios mainly using asset-class mutual funds and provides personalized portfolio management as well as 401(k) plan design, oversight, and participant support.