Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

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.

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.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Beloit, WI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 professionals managing approximately $137 million for around 186 clients.

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.

Terrell Gamble is a financial advisor at IAMS Wealth Management, LLC in Beloit, WI, holding a Series 65 designation with nine years of industry experience. He has operated Gamble Retirement Solutions since 2013, which includes insurance sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations, primarily through discretionary portfolio management tailored to client objectives and risk tolerances.

Joel Radakovitz is a CFP® professional with over 41 years of experience in the financial services industry. He has been with Harbour Investments, Inc. for 28 years and also leads Exult Wealth LLC and The Pension Specialists Ltd., where he provides retirement plan consulting and fiduciary services. Outside of his advisory roles, he co-authors and co-owns copyrights for a novel unrelated to investing and holds a minority interest in a golf course. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing multiple investment approaches and execution platforms tailored by individual advisors and approved third-party managers.

Tevin Gamble is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Northwestern Mutual. Gamble is also involved in insurance sales through Gamble Wealth Management. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

Jared Arn is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. He previously worked at LPL Financial for 15 years before joining Advisory Services Network and Calton & Associates, Inc. in 2026. Outside of his advisory work, he serves as an assistant track and field coach. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and a wrap-fee program, managing about $8.6 billion in client assets.

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.

Tony Torbey is a financial advisor with Madison Avenue Securities, LLC and holds a Series 65 designation. He has five years of experience at Madison Avenue Securities and has operated Torbey Financial since 2004, where he is the owner and an insurance agent specializing in life, health, and annuity sales. He also serves as co-owner of Senior Advisors of Illinois and works as a sales trainer for Castle Exteriors, a roofing contractor company. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for roughly 14,000 clients through multiple wrap programs, third-party manager relationships, and advisor-managed models.

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.

Heath Sorenson is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Associated Investment Services, Inc. and has held prior roles at firms including Midland Wealth Advisors, 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 delivers advisory solutions through third-party managers and affiliated entities, managing over $1 billion in assets with a focus on model portfolio and separately managed account programs.

Aurora Coleman is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Transamerica Capital Inc, Tata Consulting Services, and Transamerica. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with tailored managed advice and investment education services, utilizing proprietary tools and model portfolios developed in partnership with Morningstar Investment Management.

Anne Huneycutt is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms including Fidelity Investments, Northwestern Mutual Investment Services, and Bates Financial Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, combining active and passive strategies through an enhanced open architecture investment approach.