Chrissie Martin

Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

Nathan Haas is a financial advisor at Haas Trade Advisors LLC holding a Series 65 designation. Based in Davis Junction, IL, he provides financial planning and consulting with a focus on long-term, strategic investment guidance. Haas Trade Advisors delivers written financial plans covering asset allocation, retirement, tax, estate, cash flow, and education planning primarily through virtual meetings. The firm emphasizes holistic, goal-based planning without managing client assets or accepting trading discretion.

Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.

Timothy Knauf is a financial advisor at Midwest Financial Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and has worked at firms including Arthur J. Gallagher & Co. and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in THE PENSION SPECIALISTS, LTD., a company providing 401(k) plan administration services. Midwest Financial Associates offers discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm constructs customized portfolios using asset allocation and tactical shifts across mutual funds, stocks, bonds, and annuities, typically exercising discretionary authority and aligning investment decisions with financial planning.

Benjamin Murray is a financial advisor at Midwest Financial Associates, Inc. in Rockford, IL, with 47 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. from 2009 to 2021. Outside of advising, he owns an insurance agency that sells life insurance to individuals. Midwest Financial Associates provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on customized portfolios using asset allocation and tactical shifts across various asset classes, typically managing client accounts on a discretionary basis.

Jarrett Heck is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and over 10 years of industry experience. His career includes roles at NuVista Capital Management and Wesley Willows. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using a variety of instruments and offers model-based solutions through a subscription platform.