Todd M Haas

Haley Herr is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. Prior to joining Rosemeyer Management Group, she worked at Marquis LLC and Businessolver. Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach and offers discretionary asset management, financial planning, and retirement-plan consulting services.

Adam Olson is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Packerland since 2016 and operates Olson Insurance & Financial Services, Inc., where he has provided insurance services since 1999. Outside of finance, Olson is affiliated with a family-owned drapery and window treatment business, Kustom Kovers, Inc. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing third-party managers and a variety of account structures through the Hilltop/Hilltop-cleared Envestnet platform.

Louis Eastman is a financial advisor with BFC Planning, Inc. in Dixon, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at BFC Planning since 2013 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Eastman is also involved in life insurance sales through Community State Bank in Dixon. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, offering both wrap and non-wrap programs with fee structures that vary by representative.

Tirzah Renkes is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Sauk Valley Bank for four years. Outside of advising, she serves on the board of the Granny Rose Animal Foundation and acts as treasurer for the Nicole Olinger Benefit event. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, utilizing a combination of discretionary model portfolios, non-discretionary recommendations, and third-party managers.

Ronald Pozen is a financial advisor at Fifth Third Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2008. Outside of his advisory role, he is active in rodeo as a competitor in steer wrestling and team roping, serves as a rodeo judge, and coaches athletics at Kaneland High School. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines bank affiliation with municipal-advisor registration to support its platform and supervisory processes.

Jeffrey Haub is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., and has operated as a sole proprietor since 1997. Outside of advising, he owns a tax preparation business and co-owns Axiom Wealth Advisors, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team and a combination of modeling, research, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.