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. 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.

Tirzah Renkes is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Sauk Valley Bank. Outside of her advisory role, 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 provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts through branded model portfolios and third-party managers, supported by an internal Investment Advisory Committee.

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.

Samuel Meier is a CFP® and Series 66-licensed financial advisor with Edward Jones in Rock Falls, IL, where he has worked since 2009. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Peter Hembrough is a financial advisor with Ameriprise in Dixon, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in farming and custom machine hire activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Hembrough.

Shane Beckman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, maintaining capabilities in municipal work and investment banking.

Todd Haas is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2023 and previously held roles at LPL Financial, BMO Harris Financial Advisors, TD Ameritrade, and Excel Physical Therapy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory strategies, including tax-efficient services and affiliated mutual funds.

Michael Loos is a financial advisor with Edward Jones in Sterling, Illinois, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he was previously president of a construction corporation that was dissolved in 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

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.

Tom Gleissner is a Series 66 licensed financial advisor with Edward Jones in Sterling, IL, where he has worked since 2020. He has five years of industry experience, including prior roles at Champion Chisel Works Inc. and MBW Inc. Outside of advising, he owns ShipsRight LLC, a shipping and logistics business serving e-commerce customers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Adam Gee is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked for Sterling Public Schools for twelve years. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains specialized capabilities in public finance and municipal services.

Anthony Sharp is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked previously at Sterling Federal Bank and Midwestern Securities Trading Co. LLC. Outside of finance, Sharp serves as the men's basketball coach at Sauk Valley Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs and affiliated investment products.

Richard Hubbard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies. Outside of his advisory work, he is a commissioned notary. 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 a large network of investment adviser representatives.

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.

Christie Freas is a financial advisor at Raymond James & Associates with 22 years of industry experience. She has been with Raymond James & Associates since 2003 and holds Series 63 and Series 66 licenses. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

James Mc Pherson is a CFP® professional with 25 years of industry experience and has been with Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a commercial rental property in Sterling, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is recognized for its extensive advisor and branch network and offers comprehensive services including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Dylan Devers is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2021. Outside of his advisory role, he serves on the boards of Self Help Enterprises Inc., an educational nonprofit, and the Sterling Rock Falls Jaycees, a community nonprofit organization. He is also the president and owner of Wells Tax Consultants LLC, a tax preparation and consulting firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary services with a broad institutional platform.

William Vandermyde is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to his current role, he worked at Nestle Purina PetCare Company and Wal-Mart Distribution Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm specializes in holistic, goal-based financial planning across a broad range of topics without discretionary trading authority, offering planning as either one-time or ongoing engagements.

Matthew Gimbal is a financial advisor with Edward Jones in Sterling, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Vestolit Specialty Resin and spent ten years with Putnam County CUSD #535. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Joseph Wells is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors. Outside of his advisory role, he serves as a board member of the nonprofit organization Abiding Word and is a part owner of two car wash businesses. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and third-party managed programs.

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.

Nicolas Lareau is a CFP®-designated financial advisor with Edward Jones in Sterling, IL, where he has worked since 2008, accumulating 18 years of industry experience. Prior to his advisory career, he served as a medic in the U.S. Air Force Illinois Air National Guard. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of advisory programs, supported by a large network of financial advisors and branch offices nationwide.

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.

Madeline Wold is a CFP®-certified financial advisor with Edward Jones in Prophetstown, IL, and has seven years of industry experience. She has worked at Edward Jones since 2015 and has held roles at Webster University and Deer Valley Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tyler Ewing is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 under management through a broad network of advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

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.

Tonya Wiersema is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of her advisory role, she assists with bookkeeping for her husband’s farming business and volunteers as a bookkeeper for the Chadwick Milledgeville PTO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets, and offering a range of investment strategies and affiliated financial services.

Ashley Ottens is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Inc., Thrivent Investment Management, and LaSalle Street Securities, LLC. Outside of her advisory role, she is also an associate and business development/relationship manager at Midland States Bank in Sterling, IL. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and implementation support through brokerage, advisory accounts, and outside managers.

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.

Nathan Wells is a CFP® and ChFC® with 17 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services. Outside of financial advising, he is involved in managing an entertainment and bar business focused on axe throwing and owns an ATM business serving local bars and restaurants. Cetera Investment Advisers serves a diverse range of clients including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities within a broad advisory platform.

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.