Cassandre Mlakar

David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.

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.

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.