Matthew Greer

Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.

Todd Ernst is a financial advisor at Berger Financial Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and CETERA Financial Specialists LLC. Outside of advising, he is involved in tax and accounting services as a tax manager at Quorum Consulting, LLC, and owner of Ernst Tax & Financial Services, where he represents clients before the IRS. Berger Financial Group provides wealth management, retirement and succession planning, income tax planning, and consulting for individuals, families, trusts, businesses, and retirement plans. The firm manages accounts on a discretionary basis using fundamental analysis and primarily long-term strategies, with a notable ownership structure involving an Employee Stock Ownership Plan Trust and a team that includes Certified Public Accountants offering separate tax services.

Robert Beard is a financial advisor with BFC Planning, Inc. in Jacksonville, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory roles, Beard serves as Secretary/Treasurer of the Jacksonville Country Club. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.

Daniel Schraeder is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors. Outside of his advisory role, he serves as Treasurer for the Hurstbourne Homeowners Association, overseeing the association's financial records and funds. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor investment solutions.

Mitch Wallner is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 credential and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in several business ventures including a restaurant and entertainment space, as well as management and oversight roles in storage unit operations and residential rental property investments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support along with access to asset management through multiple third-party managers. The firm operates a hybrid referral and implementation model that incorporates both advisory and brokerage channels and emphasizes individualized client planning.