IPI Wealth Management, Inc.

Aaron Eberhart is a financial advisor at IPI Wealth Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackbaud, Inc. and Blackbaud Europe. Outside of his advisory role, he serves as president of Root of Academy’s board and is involved with Financial Peace University. IPI Wealth Management serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans. The firm employs an open-architecture investment platform featuring proprietary risk-based models and collaborates with outside managers, while offering both discretionary and non-discretionary portfolio management and comprehensive financial planning.

Sean Craig is a financial advisor at IPI Wealth Management, Inc. in Bloomington, Illinois, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked with IPI Wealth Management and Investment Planners, Inc. since 2016 and previously spent a year at Royal Alliance. Outside of his advisory role, he serves as president of the Youth Opportunities Foundation board. 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 outsources operational functions to a systems provider for trade execution and reporting.

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.

Charles Brown is a financial advisor at IPI Wealth Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wilbanks Securities and Cabot Lodge Securities. Outside of advising, he serves as unit committee chairman for local Boy Scout and Cub Scout troops affiliated with the Kiwanis Club of Kennett, MO, and is president of American Agency Insurance Group, a non-investment-related role. IPI Wealth Management serves a broad range of retail and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture platform with proprietary risk-based model suites and employs an outsourced-agent operational model for trade execution and related services.

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.

Monte Hazelbaker is a financial advisor at IPI Wealth Management, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Investment Planners, Inc. since 1999. 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, using an open-architecture platform with proprietary risk-based model suites and an outsourced-agent operational model.

Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. in Quincy, IL, holding a Series 65 designation and with over nine years of industry experience. He previously worked at Casey Hlubek from 2015 to 2024 before joining IPI Wealth Management. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets across 66 advisors and offers a range of discretionary risk-based model portfolios, strategic asset allocation, and active manager oversight.

Jorge Rodriguez Bonano is a financial advisor at IPI Wealth Management, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Service Inc. and MassMutual for 15 years. Outside of advising, he is an independent insurance agent and serves as president of Advisers Alliance, Inc., managing operational costs for the business location. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm uses an open-architecture investment platform with proprietary risk-based models and employs an outsourced-agent operational framework for trade execution and portfolio management.

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.

Jerald Peabody is a financial advisor with IPI Wealth Management, Inc. in Macomb, Illinois, holding a Series 66 designation and 28 years of industry experience. He has been with IPI Wealth Management and its predecessor, Investment Planners, Inc., since 1998. Outside of his advisory role, he is the owner of Daly/Peabody Inc. and serves as president and owner of Financial Planning Services Inc., where he manages branch staff and operations. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans by providing portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based model suites and outsources operational functions to an appointed systems provider.

Justin Dietrich is a financial advisor at IPI Wealth Management, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at IPI Wealth Management since 2021. Outside of his advisory role, Dietrich serves as President and Director of Coaching for the Yankton Youth Soccer Association in a voluntary capacity. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes an open-architecture investment platform with proprietary risk-based models and an investment committee framework, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning services.

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.

Cole Closser is a financial advisor at IPI Wealth Management, Inc. in Gainesville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at IDP Connect and Investment Planners Inc, as well as diverse experience outside finance including adult education and international teaching. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans by offering discretionary and non-discretionary 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 an outsourced-agent operational structure to support trade execution and reporting.

Lori Fuerstenberg is a financial advisor at IPI Wealth Management, Inc. in Decatur, IL, with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Freedom Investors Corp and Kcd Financial, Inc. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan advice.