Chalee Crouch

Brett Renner is a Series 66 licensed advisor at Quantum Financial Partners LLC with 14 years of industry experience. He has been with Quantum Financial Partners since 2016. Outside of his advisory role, Renner is involved in several non-investment businesses, including ownership and operational roles in a cannabis production company and a restaurant business in the Lake Ozark area. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and manages both individual accounts and a private pooled investment vehicle with performance-based fees.

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

Colton Mc Call is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and having four years of industry experience. He has been affiliated with Bankers Life entities since 2015, including roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. In addition to his advisory work, he is a licensed insurance agent selling life insurance, long-term care, annuities, and Medicare supplement and advantage plans. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting and portfolio management primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

John Madigan is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and owns Madigan Wealth Management. His prior experience includes roles at LPL Financial, INVEST Financial Corp, and Central Bank. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and discretionary model portfolios while enabling advisors to construct customized client portfolios.

Cody Hildebrand is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Cetera Wealth Services, LLC and Pruco Securities, LLC, and has roles in financial services and insurance sales. Hildebrand also engages in fixed insurance sales, including life, disability, annuities, and long-term care products. CWM, LLC serves a diverse client base ranging from individuals to institutional sponsors, offering asset management, financial planning, retirement consulting, and sub-advisory services. The firm utilizes a combination of in-house models, third-party sub-advisors, and technology platforms to provide discretionary portfolio management.

Larry Mc Bee is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Bankers Life Securities Inc. since 2017 and Bankers Life and Casualty since 2011, where he manages a team of agents and is involved in hiring and training. Outside of his advisory role, he and his wife own a long-term rental property managed by a third party. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.