Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

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.

Craig Hoesly is a financial advisor at Edward Jones in Monroe, Wisconsin, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a limited partner in The Jones Financial Companies LLLP. 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Mark Peiffer is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2023. Peiffer also operates Peiffer Financial Services, LLC, a business entity for tax and investment purposes unrelated to his advisory role. 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 and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Jon Heller is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 1997. In addition to his advisory role, he serves as treasurer for the Brodhead Youth Basketball Association. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

David Frey is a financial advisor at Raymond James Financial with 14 years of industry experience. He has held positions at Raymond James Financial Services Advisors Inc. since 2017 and previously worked at Edward Jones from 2011 to 2017. Outside of advising, he owns David James Financial Group LLC, used for branding and prospecting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk assessments and supported by extensive research and modeling tools.

Noah Brisky is a financial advisor with Edward Jones in Monroe, WI, holding a Series 66 designation and with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Brisky Business LLC, a real estate leasing company based in New Glarus, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

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.

Lydia Steinmann is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as a volunteer Board Assistant for the Counsel of Catholic Women in Argyle, WI, where she compiles data to prepare membership and activity reports. 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, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.

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.

Michael Alber is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services, LLC. Alber is also the owner of Alber Financial and serves as a deacon at St. Mary’s Catholic Church, where he is involved in liturgy, teaching, and spiritual advice. 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 services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Robert Page is a CFP®-designated financial advisor with Edward Jones in Monroe, WI, where he has worked since 2019. He has six years of industry experience, including prior roles in education with Texas Connections Academy and Denton Independent School District. He also teaches Principles of Finance as an adjunct professor at the University of Dubuque. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory strategies, manages approximately $1.01 trillion in assets, and supports its clients through a large national network of financial advisors and branch offices.

Erik Haworth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Thrivent and its affiliate THRIVENT Financial since 2013. Outside of his advisory role, Haworth serves as Treasurer of the Kiwanis Club of Monroe and as a Troop Leader for Trail Life USA, a Christian-based youth organization focused on character development and outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning across multiple topics, with clients able to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Jeremy Pinnow is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Pinnow is involved in local community activities, including serving as chairperson of the City of Brodhead BID Board and operating a farm focused on hay and beef sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charities. The firm employs a range of investment strategies supported by technology tools and offers various advisory programs, with a network of over 6,000 advisors managing approximately $200 billion in assets.

Misty Warnecke is a financial advisor with Edward Jones in Monroe, WI, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Edward Jones, she worked at GWFS Equities, Inc./Empower and Prudential Investment Management Services LLC. Outside of her advisory role, she works as a server and bartender at a locally owned bar and grill in Watertown, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over one trillion dollars in assets under management.

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.