Nathan Haas is the principal of Haas Trade Advisors LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Primerica Advisors and Primerica Financial Services, as well as service in both the Tennessee and Illinois Army National Guards. Haas also operates a separate financial-coaching business alongside his advisory work. Haas Trade Advisors LLC provides financial planning and consulting services to individual clients, focusing on budgeting, cash flow, risk management, and long-term asset allocation. The firm emphasizes a fundamental analysis approach with a buy-and-hold strategy, delivering advice primarily through virtual meetings and an online portal without acting as a discretionary manager.

Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. 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 customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.

Timothy Knauf is a ChFC®-designated financial advisor with Midwest Financial Associates, Inc., bringing 36 years of industry experience. He has held positions at AO Risk Consultants, LLC, Arthur J. Gallagher & Co., and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in The Pension Specialists, Ltd., which provides 401(k) plan administration services. Midwest Financial Associates manages approximately $124 million for around 286 clients, offering discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs customized portfolios using a mix of mutual funds, equities, fixed income, annuities, and structured products, making portfolio decisions on a discretionary basis aligned with clients’ risk tolerances and financial goals.

Benjamin Murray is a financial advisor at Midwest Financial Associates, Inc. with 47 years of industry experience. He holds the Series 63 designation and previously worked at Sagepoint Financial, Inc. for 12 years. Murray also owns an insurance agency that sells life insurance to individuals. Midwest Financial Associates manages approximately $123.9 million for about 286 clients, offering discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses customized portfolios and a mix of investment products, making portfolio decisions on a discretionary basis integrated with financial planning.

Anthony Pozzi is a financial advisor with Keating Financial Advisory Services in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Keating Financial Advisory Services in 2025, he worked at Raymond James Financial and Raymond James Financial Services from 2007 to 2025, and at Rockford Bank & Trust Co. from 2007 to 2019. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, utilizing mutual funds, ETFs, individual equities, and fixed income, and provides modular financial planning and consulting services.

Cyla Fromm Minett is a financial advisor at American Independent Securities Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Northwestern Mutual and D.A. Davidson & Co. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Martin Weiss is a financial advisor at Gibbs Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Flying Eagle Financial since 2013 alongside his current role at Gibbs Wealth Management. In addition to his advisory work, Weiss is an independent insurance agent specializing in non-variable insurance products including life, health, and long-term care insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by various analytical approaches. The firm emphasizes risk assessment, tax-efficient strategies, and guaranteed-income solutions in its investment process.

David Cardenas is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Northwestern Mutual and Midwest Cash and Loan. Outside of advisory work, he serves as President and Insurance Broker at D.C. Insurance Agency, Inc., where he assists clients with Medicare, life insurance, and annuities. Sequent Planning, LLC (Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services delivered by a network of advisors utilizing firm-developed models, third-party managers, and customized allocations within a structured risk framework.

Janet Nordquist is a financial advisor at International Assets Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank and JP Morgan Securities. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers or wrap programs as part of its strategy implementation.

Hunter Vinke is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and experience dating from 2022. His prior roles include positions at NuVista Capital Management and By the Dozen. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Erik Zuberbuhler is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Harbour Investments since 2019. Outside of his advisory role, he established an LLC intended to purchase a property for use as a workshop. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisers and third-party managers.

Arne Jacobsen is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2009. His prior experience includes roles at NuVista Capital Management and his own firms, Arne Jacobsen/Equisource, Inc. and Jacobsen Insurance Service. He serves as a board member of Miracle Mile Rockford, a local business association. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Rodelle Zuberbuhler is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at both Integrity Investments and Harbour Investments since 2007. In addition to her advisory role, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Daniel Osborn is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Meraki Wealth Management, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is also an independent insurance agent, including activities related to equity index annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a mix of fundamental and technical analysis to create customized portfolios using various investment instruments and offers model-based solutions through a subscription platform.

Heath Sorenson is a CFP® with 21 years of industry experience, currently with Associated Investment Services, Inc. He has held roles at several firms including Midland Wealth Advisors, Raymond James Financial, and CedarPoint Investment Advisors. Sorenson is also affiliated with Associated Trust Company. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolios and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis.

Noah Wadley is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Harbour Investments, he worked at Meraki Wealth Management and Faribanks Morse, and before that held positions at Rock Valley College and The Keystone School. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to each advisor and client.

Aurora Coleman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes roles at Transamerica Capital Inc and Tata Consulting Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice focused on asset allocation, contribution rates, and retirement planning, supported by proprietary tools and portfolio oversight from Morningstar Investment Management.

Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.

Anne Huneycutt is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 65 and Series 63 credentials and has worked at several firms including Fidelity Investments and Northwestern Mutual Investment Services LLC. Her career includes roles in wealth planning and investment advisory services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers a range of services such as investment management, financial counseling, family office solutions, and fiduciary services, employing a long-term, tax- and fee-sensitive investment approach across multiple asset classes and strategies.

Jessica Snyder is a financial advisor with Key Investment Services LLC in Byron, Illinois, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group with affiliations that support a broad range of investment and brokerage services.