Lucas Group Financial Advisors, LLC

Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC in Freeport, IL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Regal Investment Advisors and Jones Long LaSalle. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm follows an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, supported by model portfolios and third-party sub-advisers.

Andrew Stewart is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Lucas Group Financial Advisors, LLC and previously worked at Regal Investment Advisors, LLC and Lucas Group Financial Advisors, Inc. In addition to his advisory role, Stewart serves as a tax manager at Lucas Group CPAs + Advisors, coaches middle school football, and holds leadership positions on local youth sports and community foundation boards. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm uses an evidence-based, passive investment approach with diversified portfolios primarily constructed from mutual funds and ETFs, supported by third-party sub-advisers and portfolio modeling tools.

Lucas Beggin is a CFP® professional with 12 years of experience in financial advising. He is currently with Lucas Group Financial Advisors, LLC and has prior experience at Regulus Financial Group, LLC and Regal Investment Advisors, LLC. Beggin is also a partner at Lucas Groups CPA+ Advisors, LLC and serves on the boards of Parkview Homes NFP and the Highland College Foundation, where he is Treasurer. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, and coordinates closely with accountants and other professional advisors.

Katherine Downing is a CFP® with 11 years of experience in the financial industry. She is currently with Lucas Group Financial Advisors, LLC and previously worked at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Outside of advisory work, she is licensed as an insurance agent and provides life insurance and annuity services. Lucas Group Financial Advisors offers investment management and financial planning to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, with both discretionary and non-discretionary management options.

Aaron Scibona is a financial advisor at Lucas Group Financial Advisors, LLC with Series 65 registration and one year of industry experience. His prior work includes roles at U.S. Bank, Haber Technologies, and the University of Iowa. He is also the founder and CEO of Uptown Dairy, an ice cream shop in Ankeny, IA. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily through mutual funds and ETFs, and integrates portfolio modeling tools and third-party sub-advisers.

Michael Sullivan is a CFP® professional with 32 years of experience in the financial services industry. He currently serves at Lucas Group Financial Advisors, LLC and has previously worked at Cambridge Investment Research Advisors, Inc., Wallem Associates, Inc., and TransAmerica Financial Advisors, Inc. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, supported by model portfolios and third-party sub-advisers.

Jeffery Wallem is a CFP® with 32 years of industry experience, currently serving at Lucas Group Financial Advisors, LLC. He previously worked at Cambridge Investment Research Advisors and TransAmerica Financial Advisors, Inc., and operated Wallem Associates, Inc. for over 30 years. Lucas Group Financial Advisors provides investment management and financial planning services to a range of clients including individuals, trusts, charitable organizations, and small businesses. The firm employs an evidence-based, passive investment approach utilizing mutual funds, ETFs, model portfolios, and third-party sub-advisers.