David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.

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.

Adam Olson is a financial advisor with Packerland Brokerage Services, Inc. in Sterling, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at VOYA Financial Advisors and running Olson Insurance & Financial Services, Inc., where he also works as an insurance agent specializing in life, health, fixed annuities, and long-term care insurance. Outside of finance, he is the owner of Kustom Kovers, Inc., a drapery and window treatment business managed by his wife. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and access to advisory programs through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized planning with discretionary or non-discretionary management and uses tools such as separately managed accounts and automated rebalancing, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

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.

Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.

Ashley Jackson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked at Central Bank of Illinois since 2011 and concurrently serves as a Client Relationship Officer there. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a variety of financial planning and asset management solutions supported by an in-house research team.

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.

Susana Belmonte is a financial advisor at LPL Financial in Rochelle, IL, holding a Series 66 designation with one year of industry experience. She has been affiliated with Central Bank Illinois and LPL Financial since 2015. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wes Morrissey is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in Kaleel Clothing and Printing, a retail business in Dixon, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm is notable for its large retail advisor network and comprehensive capabilities beyond advisory services, including trust and securities-based lending options.

Sean Considine is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. Prior to that, he was employed at Lawson Products and co-owned Headon and Considine's Market. Outside of his advisory role, he is involved in a farm crop share operation in Amboy, IL. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Scott Coutts is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he held roles at Central Bank Illinois, Ameriprise Financial Services, and several other financial institutions. Coutts also serves as a Trust Administrator Officer at Central Bank Illinois. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Carson is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Century Investment Services and INVEST Financial Corporation. Carson also operates Carson Investments, Inc., a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and a large network of investment adviser representatives.

John Novak is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2009. Outside of advising, he is involved in independent insurance brokering focused on term life insurance. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Chad Nicklaus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2011 and also works with AIG American General Life Insurance Company. Outside of his advisory role, he is an enrolled agent providing tax preparation and accounting services through Nicklaus Financial Service LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment strategies, combining large-scale advisory operations with insurance and credit product offerings.

Charles Schaeffer is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. He has held roles at Edward Jones since 2020 and previously worked at Fastenal and Brothers Country Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Stojan is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Steven Strum is a financial advisor with LPL Financial in Dixon, Illinois, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2015 and also operates Nicklaus Financial Service, LLC, where he provides tax preparation and planning services as an enrolled agent. Additionally, he offers notary services for client paperwork. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a range of advisory and brokerage services supported by in-house research and model portfolios, accommodating various investment strategies and client needs.

Chrissie Martin is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2011. Her professional background also includes roles at Byron Bank, Martin's Tax Service, and Nashua Mutual Insurance Company. Martin serves as a board member for Nashua Panmyra Mutual Insurance Company. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by in-house research and a large network of investment adviser representatives.

Aaron Spencer is a financial advisor with Ameriprise in Dixon, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Allstate, and Northwestern Mutual. Outside of his advisory work, he is involved with Capitalists LLC, assisting with client meetings, financial planning, and trade execution. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Novak is a financial advisor with Ameriprise in Dixon, Illinois, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Novak serves as treasurer on the board of directors for Sauk Valley Community Church. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Mason Kaiser is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Reimagined Ventures/Litowitz Family Office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored plans developed via client interviews and risk profiling.

Andrea Haenitsch is a financial advisor at Edward Jones with two years of industry experience. She previously worked at Plews & Edelmann and Now Care, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Brooks is a financial advisor with LPL Financial in Princeton, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2001. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Stuart Cooper is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Chad Weigle is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. He previously worked at Edward Jones for 17 years. Outside of his advisory role, he is involved in local community development, serving on the boards of Briar Knoll and Lee County Industrial Development, and owns several real estate-related businesses. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate personalized retirement-income recommendations.

Anthony Rowley is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience and is also a Major and Executive Officer in the United States Marine Corps Reserve. Outside of his advisory role, he is self-employed in raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and branch offices.

Stuart Seffrood is a financial advisor with Ameriprise in Monroe, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His previous roles include positions at BFC Planning, Berthel, Fisher & Company Financial Services, and LPL Financial. Outside of his advisory work, he owns and manages a cattle and crop farm and is involved in college planning services that assist families with scholarship and asset organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax strategies to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Aaron Young is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Dixon, IL. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member of the Rotary Club of Dixon and is the secretary on the Board of Trustees for Oneighty Church in Sterling, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices.

Amy Simmons is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Adam Talbert is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Byron Bank, Stillman Bank Trust Department, Regal Investment Advisors, and Lucas Group Financial Advisors. Outside of his advisory work, he is a business owner of 219 Ventures, LLC, which operates Pub 219. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Randal Gabaldon is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BFC Planning, Axiom Wealth Advisors, and Berthel Fisher & Company Financial Services. Outside of advising, he engages in public speaking on personal development and is the author of two books, *Financial Arcadia* and *Success Outside the Huddle*. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations primarily for clients with significant investable assets.