Jeffrey Carson

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.

Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.

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.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

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.