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, 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.

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 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.

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 Lawson Products and Byron Bank, as well as ownership of Headon and Considine's Market. Outside of advising, he maintains involvement in farming through a crop share arrangement. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked for INVEST Financial Corporation for 14 years before joining LPL Financial in 2018. Carson also operates Carson Investments, Inc., a business entity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

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 designations and 22 years of industry experience. He has been with LPL Financial since 2011 and has a background with AIG American General Life Insurance Company dating back to 2003. Outside of his advisory role, he is an enrolled agent involved in tax preparation and accounting through Nicklaus Financial Service LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating technologies such as machine learning.

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 Series 66-registered financial advisor with LPL Financial, based in Dixon, Illinois. He has 10 years of industry experience, including roles at LPL Financial and Nicklaus Financial Service, LLC. In addition to advisory services, he provides tax preparation and planning as a member and enrolled agent, and serves as a notary to assist clients with required documentation. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a broad network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chrissie Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has worked at LPL Financial since 2011 and has held roles at Byron Bank and Martin's Tax Service for over two decades. Martin also serves as a board member for Nashua Panmyra Mutual Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing strategies supported by LPL Research and third-party subadvisors.

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 in Mt Morris, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 in Dixon, IL, holding Series 63 and Series 65 designations and 28 years of industry experience. Before joining Ameriprise in 2026, he worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. for ten years and at LPL Financial for four years. Outside of advisory work, he owns and manages an agricultural ranch and is involved in college planning services for families. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary service model.

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, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Byron Bank, Stillman Bank Trust Department, Regal Investment Advisors, LLC, and Lucas Group Financial Advisors, Inc. He is also a business owner of 219 Ventures, LLC (dba Pub 219), a non-investment-related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers diverse advisory programs and financial services supported by proprietary research and third-party subadvisors.

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.