John Anderson is a financial advisor at Investments By Design, Inc with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Anderson has led Investments By Design since 2012. Investments By Design provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and some corporate or business entities. The firm employs a blend of fundamental, technical, and cyclical analysis, utilizing various strategies including long- and short-term trading, short sales, margin, and options writing, alongside traditional asset allocations.

David Swisher is a CFP® professional with 28 years of industry experience, currently advising clients at Benchmark Capital Group Ltd. since 2009. He also engages in tax preparation and consulting through Academy Advisors Ltd. and serves as a trustee on his spouse’s living trust and irrevocable life insurance trust. Benchmark Capital Group Ltd. provides portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis and offers both long- and short-term approaches tailored to client objectives.

Richard Hahn is a financial advisor at Benchmark Capital Group Ltd. in Galena, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Benchmark Capital Group Ltd. since 2012. Benchmark Capital Group Ltd. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities by providing discretionary and non-discretionary portfolio management, financial planning, and employer retirement-plan consulting. The firm manages approximately $174 million and employs a varied investment approach that includes fundamental and technical analysis, supporting both long- and short-term strategies tailored to client needs.

Gavin Doyle is a financial advisor at UMB Financial Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Illinois Bank and Trust and LPL Financial. Outside of his advisory role, he is involved with the Northwest Illinois Economic Development Association, contributing to economic development efforts. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering a range of program options and access to various fixed income and equity instruments. The firm utilizes both model-based and manager-driven investment approaches and maintains distinctive structural affiliations with UMB Bank and UMB Investment Management.

Tricia Holdgrafer is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, Iowa, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Eagle Strategies since 2021 and concurrently associated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of her advisory role, she serves as an officer and handles accounting for Holdgrafer Dairy, Inc., a family-operated business. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eileen Allison is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 credentials and has worked with Prudential Investment Management Services and Prudential Insurance Company of America. Allison has been with Empower-affiliated firms since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jesse Dalsing is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including GWFS Equities, Inc., Prudential Customer Solutions LLC, and Global Portfolio Strategies, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Lawrence Segers is a financial advisor with Wells Fargo Clearing in Galena, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alexander Willey is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at John Deere for 16 years. He serves as director and president of the Galena Boat Club, a 501(c)(7) recreational organization in Galena, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, supported by a nationwide network of over 23,000 financial advisors.

Shai Riedl is a CFP®-credentialed financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience and previously worked at Honkamp Krueger, the Wisconsin Department of Natural Resources, and Prudential Insurance Corporation of America. Outside of his advisory role, he owns a farm in Darlington, Wisconsin, and manages a short-term vacation rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of financial advisors and branch offices across the United States.

Ashlie Stoddard is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She holds the Series 66 designation and is based in Elizabeth, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors and serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Rohin Ullberg is a ChFC®-designated financial advisor with 38 years of industry experience, currently with Cambridge Investment Research Advisors. He previously worked at Independent Financial Group, Inc. for eight years. Outside of advisory roles, Ullberg owns a car wash business and has involvement in various investment and insurance-related ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Thomas Stricker is a CFP® professional affiliated with LPL Financial with 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and U.S. Bancorp Investments. Outside of his advisory work, he is involved in retail business ownership through Zazou's Bridal Boutique & Tuxedos and serves on the advisory board for the Loras College Financial Planning Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a wide network of investment adviser representatives and a variety of investment strategies.

James Wachtel is a financial advisor with LPL Financial in Bellevue, Iowa, holding a Series 66 designation and 15 years of industry experience. His prior firms include Transamerica Financial Advisors, Inc. and Morgan Stanley & Co. LLC. Outside of advising, he has been involved with 3Fitt Life, Inc. since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Joseph Ambrosia is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include long-term positions at Avantax Advisory Services and Avantax Investment Services, as well as ongoing engagements with JNM Financial Services and self-employment since 1982. Outside of his advisory work, he is involved in local community activities including serving on the St. Mary Catholic Church budget committee, the Elizabeth Economic Development Committee, and as a board member for the Elizabeth Community Fair. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over 10,000 advisors and approximately $256 billion in assets under management.

David Fant is a financial advisor with Edward Jones in Galena, IL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Lincoln Investment, and Legend Advisory Corporation. He has been with Edward Jones since 2020. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.