Lori Fuerstenberg

Tim Baker is the sole advisor at Baker & Company Advisory Group Inc in Decatur, IL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been affiliated with Baker and Company since 1983 and also maintains roles at First Allied Advisory Services and First Allied Securities. Baker operates an insurance services business focused on fixed, life, health, and property and casualty insurance. Baker & Company Advisory Group provides fee-based investment advisory and financial planning services to individuals, trusts, retirement accounts, and corporations, generally requiring a minimum managed account of $100,000. The firm employs an active asset allocation and risk management approach using fundamental, technical, and cyclical analysis, with portfolios typically managed on a discretionary basis and monitored daily.

Andrew Dejong is a financial advisor at IPI Wealth Management, Inc. in Las Vegas, NV, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Woodstock Financial Group and Sagepoint Financial. Outside of advisory work, he also operates as a health and Medicare insurance broker and works as a rideshare driver. IPI Wealth Management serves a diverse client base ranging from individual investors to institutional and retirement plan clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and employs an outsourced-agent operational model for trade execution and reporting.

Nathan Hoebing is a financial advisor at IPI Wealth Management, Inc. with Series 63 and Series 65 licenses and two years of industry experience. He has been with Investment Planners Wealth Management since 2021 and previously worked at Knights of Columbus and Hyvee. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and utilizes an outsourced-agent operational model for trade execution and reporting.

Michelle Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with IPI Wealth Management, Inc. since 2014. Michelle works out of Decatur, Illinois, and has spent her entire recent career at IPI Wealth Management and its affiliated firm, Investment Planners Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform that emphasizes risk-based model suites and an investment committee framework.

Tanner Bartlow is a Series 66-licensed financial advisor with six years of industry experience. He is currently with IPI Wealth Management, Inc. and has prior experience at Forthright Capital Partners, JP Morgan Chase Bank, and Equitable Advisors. Outside of advisory work, Bartlow is involved in insurance sales, focusing on individual life insurance and fixed annuity products. IPI Wealth Management serves a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm provides portfolio management, financial planning, and retirement plan advice through an open-architecture investment platform featuring proprietary risk-based models and an outsourced-agent operational structure.

Galen Unruh is a financial advisor with IPI Wealth Management, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with IPI Wealth Management and its affiliated firm Investment Planners Inc. since 2006 and 2007, respectively. IPI Wealth Management serves a diverse range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm operates an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent model for trade execution and portfolio management.