Eric C. Marshall is a senior partner with Legacy Investment Services, Inc.

Eric provides customized financial planning strategies. He understands the personal complexity many clients feel about retirement and long-term financial planning, and he has access to a variety of tools to provide the analysis and comparison needed to help people feel confident in their decisions.  Eric strategically partners with other financial professionals who share his vision of putting the client first and bring their own expertise, adding value to a client’s overall experience. As your trusted advisor and Certified Fiduciary, Eric takes tremendous pride in aligning your portfolio with your life goals.

“My team and I are committed to continuously improving every aspect of our business. The great Zig Ziglar said ‘help enough people get what they want, and we all get what we want!’  The joy of a satisfied client, and their willingness to recommend our services to their friends, gives me personal satisfaction and motivation for continued growth in this business.”

Eric, his wife, Meg, and their two children live in Germantown Hills.

Financial Planning and Investment Services and Resources 

·        RPS-software for retirement planning simulation

·        Riskalyze – Understand your risk before you invest with a 95% probability

·        Personalized income planning – Take planning to a different dimension by applying the right level of risk to the proper investment, based on your timeline and goals

·        Analysis tools – Morningstar and portfolio engines can drive deep understanding of quality, strengths, weakness and risk adjusted returns

·        Social Security assessment to help you find the optimal time to start collecting your benefits

·        Access to individually managed accounts for customized portfolio management, with proven tax efficient strategies

·        Relationships and direct access to portfolio managers, CFA’s, CPA’s, CFP’s, trust services, wealth transfer specialists, trust attorneys

Professional Experience and Credentials

·        23-year tenure in investment, retirement income planning, life insurance, and long-term care solutions

·        Certified Financial Fiduciary - Bound to operate in good faith, care and loyalty to clients’ best interests

·        Member of National Association of Certified Financial Fiduciaries

·        Member of Financial Services Institute - A voice for the independent financial services firms and investment advisors

·        Investment Advisor Representative with Woodbury Financial Services Inc.

·        Licensed Insurance Producer - FINRA Series 6, 63, & 65

·        Long-term care training and institute

·        Member of Legacy Premier Advisors

·        Member of Strathmore’s Who’s Who in Business

430 N Main St. | East Peoria, IL 61611| (309)-699-8888

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

Diane Brewer, Registered Financial Consultant® and Certified Financial Fiduciary®, has been in the financial services industry for over 30 years. In 1995 she established her own financial advisory business, providing holistic financial planning and including all types of insurances and investments and estate planning services. 

She developed recognition and became respected for her research and reporting on “Key to Wall Street & Special Report: Women on Wall Street”, KEYT 3 TV Santa Barbara, CA, subsidiary of ABC. From these experiences and her passion, she gained a following with her Radio and TV interviews, invited to conduct many financial education workshops and served on the Advisory Board for the largest farm owner insurance provider in California. 

She has been involved in many capacities of the industry, licensed in life, health, disability, property & casualty and with vast experience; she is licensed in 6 States.

Deeply rooted in the concept of excellence and personal service while working, she always continues furthering her knowledge, achieving her business degree from Santa Barbara College and currently holds securities licenses 65 and 63 as passed Series 7, 6 exams. 

Coming from a family of nine siblings, Diane developed many survival and adventurous skills. When she isn’t working, she can be found donating her time to worthy causes, i.e. marketing and developing fund-raising events for Avon’s Breast Cancer 3-Day, Girl’s Inc., and others. With her adventurous spirit, you may find her swimming, playing piano, enjoying cooking and entertaining friends, family, and clients. 

Diane holds a Series 65 & 63 license as an Investment Advisor Representative for a Registered Investment Advisor, Virtue Capital Management, LLC (VCM) and provides investment advisory services.

VCM and Abundance Asset Management Group, Inc. (AAMG) are independent of each other. For a complete desription of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.

Investement advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management,  LLC are affiliated companies. BWA and Abundance Asset Management Group, Inc. are independent of each other. Insurance Products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. 

Michael Michlitsch, CFS^®, CRPC^®

Vice President, InForce Insurance Solutions

Policy Management Company | Life Settlements Advocacy

Valmark Financial Group

130 Springside Dr. Akron, OH 44333

P 330 576 1234 ext. 3536

F 330 576 8262

mmichlitsch@valmarkfg.com

PMC@valmarkfg.com

www.valmarkfg.com

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC

Advisory Services offered through Valmark Advisers, Inc. A SEC registered investment advisor

130 Springside Drive, Akron, OH 44333 800.765.5201

Mark is the founder and principal of Ness Insurance & Annuity, LLC. He shares full ownership with his wife Charlene.

Mark began his financial career in 1972 in Great Falls,Montana; following in the business footsteps of his father, Richard B. “Dick” Ness.

Mark and Char are leaders in the industry and well respected by clients and peers alike. Mark says that their greatest achievement in this business is that not one of his or Char’s clients has ever lost a penny.

Mark and Char have an objective to help clients eliminate as much confusion as possible in planning for their financial future. They are very diligent in helping their customers achieve long term financial objectives by utilizing insurance products.

They believe that everyone should have someone with honesty, integrity and a commitment to make things simpler and less complicated.

They believe that integrity and trust are more important than anything else in the business world.

As advisors, I feel it is important to remember every day why we do what we do. My passion to work with individuals and families is deeply rooted in my own life experiences. I lost my mother to a decade-long battle with cancer in the spring of 2008 when she was only 52 years old. It was at that point I truly began to realize the importance of planning for your future and protecting your loved ones. Today, that loss serves as a source of motivation for me as I work with others.

I sincerely enjoy teaching and helping others understand their financial world by explaining it in terms they understand. By working together, we can help take away the stress associated with investing and finances by implementing a plan that is measurable, achievable, and laid out in a logical order.

Born and raised in Freeport, Illinois, I’m a proud graduate of Western Illinois University’s School of Business and earned a bachelor’s degree in marketing and master’s in sports business. I’ve continued to expand my education and expertise since entering the finance industry, obtaining my Certified Financial Planner™ certification in 2015 and Certified Financial Fiduciary ® certification in 2019.

When I am not working, I enjoy spending time with my family, traveling, exercising and running, and trying to catch as many sporting events and concerts as I can all across the Midwest! My wife, Lauren, and I live in Madison with our three daughters, Alyssa, Hannah, and Madelyn, as well as "Addy," our lovable Jack Russell terrier.

UPDATES:

In March 2016, Matt was recognized as one of the Top 4 Under 40 Advisors in the state of Wisconsin by his industry and their association, NAIFA (National Association for Insurance and Financial Advisors)

In September 2017, Matt was named the recipient of another accolade, this time Advisor Today magazine’s “Four Under Forty Award,” given annually to only four outstanding advisors across the entire United States who achieve excellence in their profession by or before the age of 40.** 

In September 2019, Matt was recognized by Forbes as one of its Best-in-State Next-Generation Wealth Advisors, as well as became a featured author and contributor to its online article series, Forbes Councils.
In March 2020, Matt was recognized by Madison’s InBusiness Magazine as one of it’s 20^th Annual “Forty Under Forty” award winners for business professionals in the region.

I am passionate about building relationships with people and partnering with them to achieve their unique goals. With individual investors, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Whether you're planning for retirement, saving for college, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.  

I am also passionate about working with small business owners. Utilizing my business background, I help in establishing a new benefit to allow their employees to save for retirement, protecting key personnel, and help businesses transition to the next generation.

Born and raised in Fort Atkinson, I received my degree from the University of Wisconsin-Whitewater. I began my professional career on-air as a Sports Anchor/Reporter. I met my wife Sabrina while on-air. She was our station’s Weekend News Anchor. The last 8 years, I have worked in the financial services industry in both banking and financial advising.

 When I’m not working I enjoy traveling with family. My wife loves to plan fun excursions from apple picking to visiting Mickey Mouse. I spend down time actively following my  favorite Wisconsin sports teams. My wife and I are proud parents of two daughters.

Marc Minor is Founder and CEO of Legacy Investment Services, which serves financial advisors and investors through its businesses including Advisor Nation and Advisor Controls™. Founded in 1993, Legacy Investment Services has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high and middle net-worth clients. Established in 2000, Advisor Nation has grown to become one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of over 140 advisors. Advisor Nation is a community of many of the best advisors in the country and was established to empower advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. The three organizations serve a broad base of advisors and investors across the United States.

Marc first began honing his core principles after graduating from Bradley University. While working for a captive investment firm in 1991, Marc embraced the need to create repeatable processes that would improve investment planning and business outcomes: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually, and innovate, enabled Legacy and Advisor Nation to grow to over $10 billion in collective assets and have led Marc to receive many accolades. He is continually ranked among the top advisors by Advisor Group and been honored with holding the Crystal Eagle award for excellence for the most consecutive years ranked by Woodbury Financial Services. Marc’s vision of providing a digital fiduciary path for advancing advisors to high producing levels has been realized through the creation of Advisor Controls™, which has become one of the fastest growing Fin-tech corporations in the country.

Marc is a sought-after speaker, thinker, and investment strategist. In the fall of 2019, Marc continued to expand his industry leadership by collaborating with NACFF™, a leading provider of fiduciary education and certification services. NACFF™ aligns with broker dealers and RIA firms to ensure their advisors are prepared for timely knowledge necessary to meet fiduciary rules.  Marc’s academic credentials include being a Registered Financial Consultant™ and Certified Financial Fiduciary.

Marc is also actively involved in the community. He and his wife, Shelly, support Salvation Army, The American Cancer Society and The Ronald McDonald Foundation. As a technology innovator, Marc has shared his success principles through the development of financial advisor solutions built to deliver higher evaluations and more productivity for advisors nationwide. Marc and Michelle reside in Naples Florida and have three wonderful children. He enjoys spending time with his family, boating, golfing, tennis, and he’s an avid Bradley University basketball fan.

Bill offers 360* financial planning, with a focus on protected income streams and tax minimization.  Having been a financial professional since 1993 has given Bill a unique perspective on various economic climates, and which strategies work well in each setting.  Bill helps his clients prepare tailored income and cash flow solutions designed to last throughout retirement, and is a best-selling author of “The 7.0% Solution”.  Besides being a licensed tax professional, Bill is also a Certified Financial Fiduciary^® (CFF) , RICP^®  (Retirement Income Certified Professional), Certified Senior Advisor (CSA)^®, and CSFP (Chartered Senior Financial Planner).  Bill is a Qualifying Life Member of the Million Dollar Round Table financial services organization, representing 2% of financial professionals worldwide.

Bill is a graduate of the US Military Academy at West Point, and a Gulf War Veteran.  Bill and his wife Sheri have been married 29 years.  They are the founding directors of the Lifeway Center Inc, an area community organization that gives away over $1.2 Million of assistance annually to local residents in need via the Shepherd's Nook Food Pantry and Project Win Cancer Support Group, which they also help manage.

David Johnson, a Registered Financial Consultant® and a Certified Financial Fiduciary®  was born and raised in California and married his childhood sweetheart, Lisa, in 1986. They have three wonderful daughters and nine amazing grandchildren. For over 30 years David has been a wealth manager with the Series 7/63/65/24 licenses, and founded Johnson Wealth Management in 1994 with offices in both Arizona and California.   He is active in his local church, Rotary, and serves on several boards and foundations. He with his wife also love to travel to visit their children and grandchildren around the country.

As a Financial Advisor, Bret believes that there are many different aspects to be considered in planning for one’s financial future, but in order to achieve those long-term goals, investors will need to accumulate enough assets to make those goals a reality. Over 20 years, he has noticed that too many investors focus primarily on the planning side and not enough on the investment process. Is there a plan for managing their assets when markets are under performing as well as when times are good? The answer to that question may determine if goals are achieved or goals have to be re-adjusted. Bret’s focus is not only on helping his clients set their goals, but in also managing their assets in a way that gives them the best chance to realize those dreams.

Bret is a native Texan, born in Houston and raised in San Marcos. He is a graduate of Baylor University and also has an MBA in Finance from Dallas Baptist University. Early in his career, he worked in the real estate and homebuilding industry before moving into the financial services industry. After working at several investment firms in the Dallas area, Bret opened his own independent firm in 2005. In 2014, Bret re-established his firm as a Registered Investment Advisory (RIA) firm through the State of Texas doing business as Wilson Investment Services, LLC.

He lives in Rockwall with his wife of 32 years, Leslie. They have three happily married children and two grandchildren. When he’s not advising clients, watching the markets or reading his favorite investment blogs, Bret enjoys playing golf, building rustic furniture, visiting his kids and grandkids and going on mission trips with the youth at his church, LakePointe Church in Rockwall.