Mark Jones

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.

Elisa Hanson is a Series 65-licensed financial advisor with six years of industry experience. She has been with Black Barn Financial, LLC since 2016, working as part of a four-advisor team based in Marengo, Illinois. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $165 million in client assets, offering discretionary portfolio management and flexible financial planning services that incorporate both fundamental and technical analysis tailored to client-specific investment policies.

George Bates is a financial advisor with Bates Financial Advisors, Inc. in Rockford, IL, holding a Series 63 designation and over 53 years of industry experience. He has been associated with multiple firms bearing his name since 1982, including Bates Securities, Inc., Bates Financial Advisors, Inc., Bates Financial Services, Inc., and Bates Financial Group, Inc. Outside of his advisory work, he is a partner in a racing horse venture and serves as president of a nonprofit focused on education and relief for Guatemalan children. Bates Financial Advisors, Inc. is an SEC-registered team of seven professionals managing approximately $395 million for about 426 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, using tailored investment policies implemented through a range of financial instruments and subject to continuous monitoring.

Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.

George Bates is a financial advisor at Bates Financial Advisors, Inc. in Austin, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney admitted in Illinois and various federal courts. In addition to his advisory work, he manages Global Proppant Supply LLC, which develops frac sand projects in Wisconsin. Bates Financial Advisors, Inc. is an SEC-registered advisory team of seven professionals managing approximately $395 million for around 426 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, using personalized investment policies and a range of financial instruments.

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.