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.

Elisa Hanson is a Series 65-licensed financial advisor with six years of industry experience. She has been with Black Barn Financial, LLC since 2016, working as part of a four-advisor team based in Marengo, Illinois. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $165 million in client assets, offering discretionary portfolio management and flexible financial planning services that incorporate both fundamental and technical analysis tailored to client-specific investment policies.

George Bates is a financial advisor with Bates Financial Advisors, Inc. in Rockford, IL, holding a Series 63 designation and over 53 years of industry experience. He has been associated with multiple firms bearing his name since 1982, including Bates Securities, Inc., Bates Financial Advisors, Inc., Bates Financial Services, Inc., and Bates Financial Group, Inc. Outside of his advisory work, he is a partner in a racing horse venture and serves as president of a nonprofit focused on education and relief for Guatemalan children. Bates Financial Advisors, Inc. is an SEC-registered team of seven professionals managing approximately $395 million for about 426 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, using tailored investment policies implemented through a range of financial instruments and subject to continuous monitoring.

Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.

George Bates is a financial advisor at Bates Financial Advisors, Inc. in Austin, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney admitted in Illinois and various federal courts. In addition to his advisory work, he manages Global Proppant Supply LLC, which develops frac sand projects in Wisconsin. Bates Financial Advisors, Inc. is an SEC-registered advisory team of seven professionals managing approximately $395 million for around 426 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, using personalized investment policies and a range of financial instruments.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

Charles Dibenedetto is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been associated with DiBenedetto & Associates Ltd since 1981 and Fox & Henry, Inc. since 1982. 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 custom, diversified asset allocations and combines advisory services with independent insurance brokerage, excluding commission-paid insurance products from assets under management.

Philip Guske is a financial advisor with Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Pathfinder Advisory since 1996. Outside of his advisory role, Mr. Guske owns and operates a commercial real estate rental company. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, offering both discretionary and non-discretionary services along with investor education and financial coaching.

Nathan Breiby is a CFP® professional at Klaas Financial Asset Advisors, LLC with 11 years of industry experience. He has worked at several firms including Basepoint Wealth LLC, MidwestOne Bank, LPL Financial LLC, and Cetera Investment Services. Breiby has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies and provides both discretionary and non-discretionary advisory services supported by technology-enabled planning tools.

Forrest Ross is a CFP® and ChFC® with 33 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2022. His prior roles include positions at Global Retirement Partners, LPL Financial, ISG Advisors, and VSR Advisory Services. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Liane Warcup is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. She joined Klaas in 2025 after spending 20 years at Clarus Financial Planning. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with one year of industry experience. She holds a Series 65 credential and has a background that includes academic roles at the University of Queensland and the University of Wisconsin, as well as experience in property management and the food delivery sector. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, consulting, and retirement plan services. The firm employs diversified, long-term asset allocation strategies and provides a combination of discretionary and non-discretionary advice supported by technology-enabled planning tools.

Craig Klaas is a financial advisor at Klaas Financial Asset Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Securities America, Inc. and Investacorp, Inc. Klaas also serves as a notary public and is the volunteer president of a homeowners association. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan services. The firm generally employs diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances, and combines wrap-fee management with tax preparation and a professional referral network.

Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.

Alyssa Thom is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has worked with Klaas Financial Asset Advisors since 2019 and previously held roles at AeroTek and Manley's Belvidere Ford & Lincoln. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Eric Schmitz is a CERTIFIED FINANCIAL PLANNER™ (CFP®) affiliated with Klaas Financial Asset Advisors, LLC, with three years of industry experience. His prior roles include positions at Woodbury Financial Services and MD Financial / Vestment Financial. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, non-discretionary investment consulting, and retirement plan services. The firm employs diversified, long-term asset allocation strategies and integrates technology-enabled planning tools to support its advice.

Frank Orzel is a financial advisor with First Financial Coaching, Inc. in Fontana, WI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with First Financial Coaching since 2010 and has operated Frank P. Orzel & Co., an insurance agency specializing in health, dental, long-term care, disability, life, prescription, and discount cards, since 1981. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, emphasizing investment education and workshops, and partners with third-party asset managers for discretionary portfolio management.

Jeffrey Aurand is a financial advisor at Vista Investment Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at PNC Investments and Wells Fargo Clearing Services. Outside of his advisory role, he owns and manages bitcoin mining operations through 815 Bitcoin, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, typically working with clients who meet an investable-asset threshold. The firm offers financial planning and portfolio management, emphasizing asset allocation and manager selection through fundamental analysis and proprietary strategies, including the use of bitcoin as part of client portfolios.

Michael Schlimgen is a CFP® professional with three years of experience in financial advising, currently serving at Klaas Financial Asset Advisors, LLC. Prior to his advisory role, he worked at Kroger Company for six years. Klaas Financial Asset Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools into its client services.

Joshua Stirling is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Klaas Financial Asset Advisors, LLC. He has held various roles within Klaas Financial and previously worked at Investacorp, Inc. Outside of his advisory work, Stirling is Vice President and a Board Director of the CFA Society Madison, where he also serves on the Programming Committee. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates in-house tax preparation and a professional referral network alongside its discretionary wrap-fee management.