John Anderson is a financial advisor at Investments By Design, Inc in Galena, IL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 17 years of industry experience and has been with Investments By Design since 2012. Investments By Design provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and business entities. The firm’s investment approach is based on documented client goals, time horizon, and risk tolerance, employing a range of analysis methods and strategies from long-term investing to options writing.

Alan Bird is a CFA® charterholder with 13 years of industry experience. He co-founded McDevitt & Bird Investment Management Co. in 1996, where he continues to work. Outside of his advisory role, Bird served as a director and officer of Royal Savings Bank, a community bank in Chicago, from 1972 until his planned retirement in 2012. McDevitt & Bird Investment Management Company provides discretionary and non-discretionary portfolio management and investment advice primarily to high-net-worth individuals and a small number of institutional clients. The firm uses a combination of charting, cyclical, fundamental, and technical analysis to recommend individual securities and tailors holding periods to client objectives.

David Swisher is a CFP® with 28 years of industry experience and has been with Benchmark Capital Group Ltd. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in tax preparation and consulting through Academy Advisors Ltd. and serves as trustee on his spouse’s living trust and her irrevocable life insurance trust. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm customizes strategies based on client objectives and risk tolerance, employing various analytical methods and trading strategies, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. with 26 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 65 designations. Benchmark Capital Group Ltd. provides investment advice and planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and trading strategies tailored to client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside modular financial planning and retirement plan consulting.

Gavin Doyle is a financial advisor at UMB Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Illinois Bank and Trust and LPL Financial. Outside of his advisory role, he is involved with the Northwest Illinois Economic Development Association, contributing to economic development efforts. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering a range of program options and access to various fixed income and equity instruments. The firm utilizes both model-based and manager-driven investment approaches and maintains distinctive structural affiliations with UMB Bank and UMB Investment Management.

Tricia Holdgrafer is a financial advisor with Eagle Strategies (NY Life) in Bellevue, IA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of her advisory role, she is an officer at Holdgrafer Dairy, Inc., where she manages accounting functions. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Lawrence Segers is a financial advisor with Wells Fargo Clearing in Galena, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alexander Willey is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at John Deere for 16 years. He serves as director and president of the Galena Boat Club, a 501(c)(7) recreational organization in Galena, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,000 financial advisors.

Shai Riedl is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked at Honkamp Krueger, the Wisconsin Department of Natural Resources, and Prudential Insurance Corporation of America. Outside of his advisory role, he owns a farm in Darlington, Wisconsin, and manages a short-term vacation rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices across the United States.

Ashlie Stoddard is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She holds the Series 66 designation and is based in Elizabeth, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors and serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Rohin Ullberg is a ChFC® with 37 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Independent Financial Group, Inc. and SII Investments, Inc. Outside of his advisory role, Ullberg owns a car wash business in Antioch, IL. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and third-party strategists.

James Wachtel is a financial advisor at LPL Financial with a Series 66 designation and over 15 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., WFG, Cottingham and Butler, and healthcare-related firms such as Healthez and Euphebe Healthcare Inc. He is also involved with 3Fitt Life, Inc., an entrepreneurial venture focused on health and wellness. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a broad range of programs and services, including wrap programs, third-party asset management, financial planning, and retirement plan consulting, managing more than $819 billion in advisory assets.

Joseph Ambrosia is a financial advisor at Cetera with 30 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes eight years at Avantax Advisory Services and a long tenure at Avantax Investment Services. Outside of his advisory role, he is involved in community activities in Elizabeth, Illinois, including serving on the economic development committee, participating in the local chamber of commerce, attending church budget meetings, and helping organize the Elizabeth Community Fair. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional and trust solutions.

David Fant is a financial advisor with Edward Jones in Galena, IL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Lincoln Investment, and Legend Advisory Corporation. He has been with Edward Jones since 2020. 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 nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.