Tori Lee Black Belt

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.

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.

George Bates is a financial advisor at Bates Financial Advisors, Inc. with a Series 66 designation and experience across several firms, including FTI Consulting, Rice University, Plains All American Pipeline, KPMG, and PricewaterhouseCoopers. He has one year of industry experience. Bates Financial Advisors, Inc. manages approximately $395 million for about 426 clients, offering portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm develops customized investment policies and implements portfolios using a variety of instruments while monitoring accounts continuously.

Matthew Bates is a financial advisor at Bates Financial Advisors, Inc. in Rockford, IL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to his current role, he worked in various positions including at Republic Services, Inc. and held roles at the University of Texas and Brunswick Corporation. Bates Financial Advisors, Inc. manages approximately $395 million for around 426 clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, constructing personalized investment policies and monitoring accounts continuously.

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 ChFC®-designated financial advisor with Midwest Financial Associates, Inc., bringing 36 years of industry experience. He has held positions at AO Risk Consultants, LLC, Arthur J. Gallagher & Co., and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in The Pension Specialists, Ltd., which provides 401(k) plan administration services. Midwest Financial Associates manages approximately $124 million for around 286 clients, offering discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs customized portfolios using a mix of mutual funds, equities, fixed income, annuities, and structured products, making portfolio decisions on a discretionary basis aligned with clients’ risk tolerances and financial goals.