Nathan Haas is the principal of Haas Trade Advisors LLC and holds a Series 65 designation. He has experience in financial advising beginning in 2024 and concurrent service in the Tennessee Air National Guard since 2021. His prior professional background includes roles at Primerica Advisors and Hanson Professional Services. Haas Trade Advisors LLC provides financial planning and consulting services to individual clients primarily through video conferencing and an online client portal. The firm focuses on fundamental analysis, long-term investment strategies, and strategic asset allocation, offering written financial plans without managing client assets or custody of funds.

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 with Gibbs Wealth Management, LLC in Rockford, IL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Flying Eagle Financial and currently serves as an independent insurance agent, providing various non-variable insurance products including life, health, and long-term care coverage. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios based on clients’ financial profiles and risk tolerances.

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 maintains an active role as President and Insurance Broker at D.C. Insurance Agency, Inc., where he works with clients on Medicare, life insurance, and annuity needs. His prior experience includes positions at Northwestern Mutual and Midwest Cash and Loan. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement-plan services. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and is notable for its ongoing investment communications and comprehensive retirement services.

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® professional with 21 years of industry experience, currently serving as a financial advisor at Associated Investment Services, Inc. in Rockford, IL. His previous roles include positions at Midland States Bank, Raymond James Financial, and CedarPoint Investment Advisors. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers various model portfolio and separately managed account programs through third-party managers and affiliated entities, managing over $1 billion in assets on a mostly 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 at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously with Transamerica Capital Inc and Tata Consulting Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement age guidance, supported by proprietary software and model portfolios 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 the Series 65 and Series 63 designations and has worked previously at firms including Fidelity Investments and Northwestern Mutual Investment Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating both quantitative and fundamental analysis alongside specialized tools and legacy strategies.

Elise Rand is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. She has worked at both Commonwealth Financial Network and Crabtree Financial Group, LLC since 2019. Rand is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.