Sheila Lautenbacher

John Alongi II is a financial advisor with Alliance Wealth Advisors in Carbondale, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Alliance Wealth Management LLC since 2019 and has also worked with LPL Financial since 2008. Outside of his advisory role, he is a partner in a family-owned Italian restaurant. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individuals and pension and profit-sharing plans. The firm uses a combination of fundamental and technical analysis to establish individualized investment policies and routinely exercises discretionary authority to implement client trades.

Bradley Wills is a Certified Financial Planner™ (CFP®) with 19 years of industry experience. He is currently with Alliance Wealth Advisors in Carbondale, IL, where he has worked since 2019, and has also been affiliated with LPL Financial since 2008. Alliance Wealth Advisors provides investment supervisory services and discretionary portfolio management primarily for individual clients and pension and profit-sharing plans. The firm employs a mix of fundamental and technical analysis to develop individualized investment policies and routinely exercises discretionary authority in managing client portfolios.

Jolene Johnson is a financial advisor with KCPAG Financial Advisors LLC and Kemper Capital Management LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has worked at Kemper Capital Management LLC and KCPAG Financial Advisors LLC since 2008, and previously at Securities America, Inc. from 2007 to 2019. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a combination of fundamental analysis, trading strategies, and access to institutional model portfolios and third-party platforms to develop individualized investment programs.

Max Novak is a CFP® with three years of industry experience, currently serving as a financial advisor at Core Planning. He previously worked at Facet Wealth, Moneta Group Investment Advisors, Personal Capital, PaySimple, and Southern Illinois University. Outside of his advisory role, Novak holds a position as Director of Client Success at Domain Money, a flat fee financial planning firm. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals, time horizons, and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Michael Nichols is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Cutter & Company Brokerage, Inc. for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple delivery platforms.

Michael Kaiser is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Valic Financial Advisors since 1998. In addition to his advisory role, he serves on the board of the Lake Estates Property Owners Association in Marion, Illinois. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.