David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.

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.

Adam Olson is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Packerland since 2016 and operates Olson Insurance & Financial Services, Inc., where he has provided insurance services since 1999. Outside of finance, Olson is affiliated with a family-owned drapery and window treatment business, Kustom Kovers, Inc. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing third-party managers and a variety of account structures through the Hilltop/Hilltop-cleared Envestnet platform.

Louis Eastman is a financial advisor with BFC Planning, Inc. in Dixon, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at BFC Planning since 2013 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Eastman is also involved in life insurance sales through Community State Bank in Dixon. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, offering both wrap and non-wrap programs with fee structures that vary by representative.

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.

Jessica Snyder is a financial advisor with Key Investment Services LLC, 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 is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, using a multi-provider model that includes platform management by Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Jeffrey Haub is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc., and has operated as a sole proprietor since 1997. Outside of advising, he owns a tax preparation business and co-owns Axiom Wealth Advisors, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team and a combination of modeling, research, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sean Considine is a financial advisor with LPL Financial in Byron, Illinois, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Byron Bank, Lawson Products, and Headon and Considine's Market. Outside of his advisory work, he is involved with a farm operation through a crop share arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on combining scale and diverse financial offerings alongside its advisory services.

Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Jeffrey Carson is a financial advisor with LPL Financial in Rochelle, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at INVEST Financial Corporation for 14 years before joining LPL Financial in 2018. Carson also operates a separate business entity, Carson Investments, Inc., for tax and investment purposes. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

John Novak is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2009. Outside of advising, he is involved in independent insurance brokering focused on term life insurance. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Chad Nicklaus is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with AIG American General Life Insurance Company since 2003. Outside of his advisory role, he is an enrolled agent providing tax preparation and accounting services through Nicklaus Financial Service LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Charles Schaeffer is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. He has held roles at Edward Jones since 2020 and previously worked at Fastenal and Brothers Country Supply. 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 range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Strum is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2015 and also operates Nicklaus Financial Service, LLC, where he provides tax preparation and planning services as an enrolled agent. Additionally, he offers notary services for client paperwork. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Chrissie Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2011 and concurrently operates Martin's Tax Service and serves as a board member for Nashua Panmyra Mutual Insurance Company. Additionally, she is involved with Byron Bank and Byron Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes a broad platform supported by advanced operational and research tools.

John Novak is a financial advisor with Ameriprise in Dixon, Illinois, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Novak serves as treasurer on the board of directors for Sauk Valley Community Church. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Mason Kaiser is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. His prior roles include positions at Merrill and in family office management at Reimagined Ventures/Litowitz Family Office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory services.

Andrea Haenitsch is a financial advisor at Edward Jones with two years of industry experience. She previously worked at Plews & Edelmann and Now Care, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Stuart Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2013 to 2022. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chad Weigle is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. He previously worked at Edward Jones for 17 years. Outside of his advisory role, he is involved in local community development, serving on the boards of Briar Knoll and Lee County Industrial Development, and owns several real estate-related businesses. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate personalized retirement-income recommendations.

Stuart Seffrood is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include tenures at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc., as well as positions with LPL Financial and Edward Jones. Outside of advising, he owns and manages an agricultural operation called Seffrood Heifer Ranch and provides college planning services to families. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, leveraging proprietary research and third-party data within a managed investment product ecosystem.

Aaron Young is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Dixon, IL. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member of the Rotary Club of Dixon and is the secretary on the Board of Trustees for Oneighty Church in Sterling, IL. 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. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices.

Amy Simmons is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Adam Talbert is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Byron Bank, Stillman Bank Trust Department, Regal Investment Advisors, and Lucas Group Financial Advisors. Outside of advising, he is a business owner of 219 Ventures, LLC, which operates non-investment activities. 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 a broad range of advisory services and investment platforms, combining extensive financial activities with oversight of substantial discretionary assets.

Randal Gabaldon is a financial advisor at Ameriprise Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BFC Planning, Axiom Wealth Advisors, and Berthel Fisher & Company Financial Services. Outside of advisory work, he engages in public speaking on personal development and is the author of two books, "Financial Arcadia" (2000) and "Success Outside the Huddle" (2024). Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.