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Tuesday, December 05, 2023

Derek A. Schryer, Davis & Campbell L.L.C. & Adam B Hawks, Hilltop Wealth Management/Raymond James

RMD Rules Post-SECURE Act – A Roundtable Discussion

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Member Directory

Laurie Adams, CFP, CLU, LUTCF Country Financial Financial Services
Tony Allen, MBA, CFP, CTFA Heartland Bank and Trust CompanyTrust
Nikolas Alvarado Busey Wealth ManagementFinancial Services
Darrin Autry, CFP, CTFA MCB Trust and Wealth ManagementFinancial Services
Deanna Baele, CFP David Vaughn InvestmentsFinancial Services
Kenneth C Baker Commerce Trust CompanyFinancial Services
Mark Benskin Commerce Trust CompanyFinancial Services
Glen Birnbaum, CPA Heinold-Banwart, Ltd.Accounting
Kelly Brown Busey BankFinancial Services
Sheila A. Burdette, CPA Burdette & Sturgell, P.C.Accounting
Mark L Burnham, CLU, ChFC, CFP MasterPlan Financial GroupFinancial Services
Joseph Cecil Busey Wealth ManagementFinancial Services
Sam Cigelnik Clifton Larson Allen LLPAccounting
Mary A Corrigan Howard & Howard Attorneys, PLLCLegal
David L. Cover Cover Law Group, LLPLegal
James Crowley, Attorney Busey Wealth ManagementTrust
Daryl Dagit, CFP, CRPS, CEP Savant Capital ManagementFinancial Services
Teresa M Dickinson Miller, Hall & Triggs, LLCLegal
Laura Dunton, CTFA Heartland Bank and Trust ComanyTrust
Kenny Eathington Quinn, Johnston, Henderson, Pretorius, CeruloLegal
Mary Etrick Busey Wealth ManagementTrust
April Gould The Salvation ArmyPhilanthropic
James R. Grebe Hasselberg Grebe Snodgrass Urban & WentworthLegal
Jeanette Gruber, CPA, CFP Gruber Financial, Ltd.Financial Services
James A Hackett Benefit ConceptsFinancial Services
Ken Hahn, CFP, CLU ChFC, LUTCF Hahn Financial ServicesFinancial Services
Robert C Hall Miller, Hall & Triggs, LLCLegal
Judy Halverson McGladrey LLPAccounting
Karen S. Hanson Heartland Bank and Trust CompanyFinancial Services
Adam B Hawks Raymond JamesFinancial Services
Jerold I Horn AttorneyLegal
Jeff Huizenga David Vaughn InvestmentsFinancial Services
Matt Hunter State Bank of GraymontFinancial Services
Rick Imhoff MidAmerica National BankFinancial Services
Mary Jane Johnson Alltrust Financial ManagementFinancial Services
Beth A Jones MCB Trust & Wealth ManagementTrust
Michael A. Keeton Miller, Hall & Triggs, LLCLegal
Chad Kirkenmeier Commerce Trust CompanyTrust
Joe Kramp Busey Wealth ManagementFinancial Services
W Thad Kuhfuss Kuhfuss and Proehl PCLegal
Alan L Lee Strategic Wealth ManagementFinancial Services
Linda M Martin David Mills CPAAccounting
Micki McCarthy, CGPA OSF Healthcare FoundationPhilanthropic
Norman L. McGill Stephens, Fiddes, McGill & Associates, P.C.Legal
Samantha McKee MCB Trust & Wealth ManagementTrust
Brenda Miller American Cancer SocietyPhilanthropic
Nathan R Miller Miller, Hall & Triggs, LLCLegal
Kim Mitchell Merrill LynchFinancial Services
Valerie J Moehle Moehle, Swearingen & Lobacz, Ltd.Legal
Christopher Monroe Lakeshore Financial Group PeoriaFinancial Services
Frank Mooney, LUTCF, LACP, MRFC ISI ConsultingFinancial Services
Lisa Moser Alltrust Financial ManagementFinancial Services
Ketra Mytich Ketra A. Mytich, Ltd.Legal
Christopher A Nichols Christopher A. Nichols Law, LLCLegal
Jason O'Brien Edward JonesFinancial Services
Christopher D. Oswald Miller, Hall & Triggs, LLCLegal
Alana Parm MCB Trust & Wealth ManagementTrust
Aimee S. Peterson Kuhfuss & Proehl, P.C.Legal
Joe Pishghadamian Hasselberg, Grebe, Snodgrass, Urban & WentworthLegal
Kim Rapp OSF Healthcare FoundationPhilanthropic
Stephanie A Ricketts David Vaughn InvestmentsFinancial Services
Mark Roberts Community Foundation of Central IllinoisPhilanthropic
Marty Roth, CFP RSM US Wealth Management LLCAccounting
Gary Schmidt Kavanagh, Scully, Sudow, White & Frederick, P.C.Legal
Derek A Schryer, Attorney Davis & Campbell, LLCLegal
Kevin Sheahan Hasselberg Grebe Snodgrass Urban & WentworthLegal
Steve Sink PHX Affiliates Business BrokersFinancial Services
Jason L Story Westervelt, Johnson, Nicoll & Keller, LLCLegal
Karen Stumpe Kavanagh Law FirmLegal
David Sumner Commerce Trust CompanyFinancial Services
Kyle M. Tompkins Hasselberg Grebe Snodgrass Urban & WentworthLegal
Leslie Vallar Busey BankFinancial Services
Kevin Wadle Clifton Larson Allen LLPAccounting
Matt Waugh Gordon, Stockman & Waugh, P.C.Accounting
David Wiest Hasselberg, Grebe, Snodgrass, Urban & WentworthLegal
Joe Wirth, CFP Country FinancialFinancial Services
William C Wombacher Wombacher Law OfficeLegal