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.

Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC in Freeport, IL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Regal Investment Advisors and Jones Long LaSalle. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm follows an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, supported by model portfolios and third-party sub-advisers.

Andrew Stewart is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Lucas Group Financial Advisors, LLC and previously worked at Regal Investment Advisors, LLC and Lucas Group Financial Advisors, Inc. In addition to his advisory role, Stewart serves as a tax manager at Lucas Group CPAs + Advisors, coaches middle school football, and holds leadership positions on local youth sports and community foundation boards. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm uses an evidence-based, passive investment approach with diversified portfolios primarily constructed from mutual funds and ETFs, supported by third-party sub-advisers and portfolio modeling tools.

Lucas Beggin is a CFP® professional with 12 years of experience in financial advising. He is currently with Lucas Group Financial Advisors, LLC and has prior experience at Regulus Financial Group, LLC and Regal Investment Advisors, LLC. Beggin is also a partner at Lucas Groups CPA+ Advisors, LLC and serves on the boards of Parkview Homes NFP and the Highland College Foundation, where he is Treasurer. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, and coordinates closely with accountants and other professional advisors.

Katherine Downing is a CFP® with 11 years of experience in the financial industry. She is currently with Lucas Group Financial Advisors, LLC and previously worked at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Outside of advisory work, she is licensed as an insurance agent and provides life insurance and annuity services. Lucas Group Financial Advisors offers investment management and financial planning to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, with both discretionary and non-discretionary management options.

Michael Sullivan is a CFP® professional with 32 years of experience in the financial services industry. He currently serves at Lucas Group Financial Advisors, LLC and has previously worked at Cambridge Investment Research Advisors, Inc., Wallem Associates, Inc., and TransAmerica Financial Advisors, Inc. Lucas Group Financial Advisors provides investment management and financial planning services to individuals, trusts, charitable organizations, foundations, small businesses, and participant-directed retirement plans. The firm employs an evidence-based, passive investment approach using diversified portfolios primarily composed of mutual funds and ETFs, supported by model portfolios and third-party sub-advisers.

Jeffery Wallem is a CFP® with 32 years of industry experience, currently serving at Lucas Group Financial Advisors, LLC. He previously worked at Cambridge Investment Research Advisors and TransAmerica Financial Advisors, Inc., and operated Wallem Associates, Inc. for over 30 years. Lucas Group Financial Advisors provides investment management and financial planning services to a range of clients including individuals, trusts, charitable organizations, and small businesses. The firm employs an evidence-based, passive investment approach utilizing mutual funds, ETFs, model portfolios, and third-party sub-advisers.

Gregory Eicher is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2017 and was previously with J.P. Morgan Securities from 2013 to 2017. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services including discretionary asset management, financial planning, and ERISA plan consulting through a network of approximately 153 advisors.

Brett Nicklaus is a CFP® professional with 39 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 2014. He is also the owner and president of Trinity Insurance & Financial Services, where he manages fixed business sales for life, health, FIA, FA, and DI policies. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and access to advisory programs through various platforms including Hilltop/Envestnet. The firm combines individualized planning with discretionary and non-discretionary account management, offering multiple investment solutions and routinely monitoring third-party managers.

John Loeffler is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Edward Jones, Benchmark Advisory Services, and Kingswood Capital Partners. Outside of his advisory work, he is the owner and founder of John Loeffler Racing, involved in automobile racing as a race car preparer, driver, and sponsorship sales manager. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering portfolio management, third-party manager oversight, ERISA plan consulting, and other financial services.

Robin Saar is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. He has been with LPL Financial since 2010 and has also served at First State Bank-Shannon Polo since 2003. Saar serves as a board member for for-profit banks and financial institutions, including roles started in 2000 and 2024. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Nikayla Petta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, she is a notary public in Freeport, Illinois. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Wendy Dietmeier is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 credential and has 17 years of industry experience. She previously worked at Fifth Third Securities from 2010 to 2016 and has been with Cambridge since 2017. Outside of her advisory role, she is involved in managing a family farm in Orangeville, Illinois. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals using various account platforms and investment strategies.

Trina Bankord Andersen is a Series 66-licensed financial advisor with Edward Jones in Freeport, IL, with nine years of industry experience. She has been with Edward Jones since 2016. 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 through a nationwide network of financial advisors and branch offices.

Jason Mlakar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at LPL Financial and First State Bank of Shannon-Polo since 2019, with prior roles at Kronos and Ascentis. Outside of his advisory work, he is involved with CDF Music Group, a business entity used for tax and investment purposes. LPL Financial provides a range of advisory and brokerage services to individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and integrates advisory and brokerage services tailored to client needs.

Kyle Fleischer is a financial advisor with Edward Jones in Freeport, Illinois, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at US Bancorp Investments, US Bank, and Fifth Third Bank, as well as service in the United States Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with about $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Breedlove is a financial advisor with Edward Jones in Freeport, Illinois, holding CFP® and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an assistant wrestling coach at Freeport High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Cassandre Mlakar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at LPL Financial since 2010 and serves as a for-profit board member at First State Bank Shannon-Polo. 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 supported by an in-house research team and a large network of investment adviser representatives.

Thomas Torossian is a financial advisor at Cetera with seven years of industry experience. He has worked at several firms, including Edward Jones, Merrill, Bank of America, and TCF National Bank. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.

Daniel Hazzard is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2002 and currently also works with GreenState Credit Union. Outside of his advisory role, he is a hobby farmer and serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Kirk Pearson is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at US Bank for 12 years. In addition to his advisory role, he serves as a part-time college instructor and co-facilitator at Highland Community College. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

Talia Allen is a financial advisor with Edward Jones in Freeport, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Maurices for nine years and JM Homecare for ten years. Outside of her advisory role, Allen serves as a Village Trustee in Shannon, IL, and is involved with the Action Council focused on expanding early childhood education access in several Illinois counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Virginia Kenney is a financial advisor with Edward Jones in Freeport, IL, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience, all of which have been with Edward D. Jones & Co., L.P., where she has worked since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large national network of financial advisors and branches and operates under a fiduciary standard when providing advisory services.

Marlyse Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Her career includes roles at First State Bank Shannon-Polo, Midwest Community Bank, and Cetera Investment Advisers. Outside of her advisory work, she owns a grain and livestock family farm and serves as director and secretary/treasurer of a car dealership. 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 solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.