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.

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.

Tirzah Renkes is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Sauk Valley Bank for four years. Outside of advising, she serves on the board of the Granny Rose Animal Foundation and acts as treasurer for the Nicole Olinger Benefit event. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, utilizing a combination of discretionary model portfolios, non-discretionary recommendations, and third-party managers.

Ronald Pozen is a financial advisor at Fifth Third Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2008. Outside of his advisory role, he is active in rodeo as a competitor in steer wrestling and team roping, serves as a rodeo judge, and coaches athletics at Kaneland High School. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines bank affiliation with municipal-advisor registration to support its platform and supervisory processes.

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.

Robin Saar is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2010 and concurrently serves at First State Bank-Shannon Polo since 2003. Saar also holds board positions at for-profit banks, including a current role at CBSC in Springfield, IL. 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, supported by a network of over 22,800 advisors.

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.

Michael Loos is a financial advisor with Edward Jones in Sterling, Illinois, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he was previously president of a construction corporation that was dissolved in 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

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.

Tom Gleissner is a Series 66 licensed financial advisor with Edward Jones in Sterling, IL, where he has worked since 2020. He has five years of industry experience, including prior roles at Champion Chisel Works Inc. and MBW Inc. Outside of advising, he owns ShipsRight LLC, a shipping and logistics business serving e-commerce customers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Nicklaus is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2011 and has also worked with AIG American General Life Insurance Company since 2003. Outside of his advisory role, Nicklaus 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 other 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 operational and research tools.

Richard Hubbard is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Edward Jones, Waddell & Reed, and Chase Investment Services. In addition to his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, institutions, and banks, offering a range of financial planning and investment management services through a large network of advisors.

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.

William Vandermyde is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nestle Purina PetCare Company and Wal-Mart Distribution Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning that covers a wide range of financial topics and allows clients to combine planning with managed accounts under a consolidated billing option.

Matthew Gimbal is a financial advisor with Edward Jones in Sterling, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Vestolit Specialty Resin and spent ten years with Putnam County CUSD #535. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jason Mlakar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Kronos and Ascentis. In addition to his advisory role, he is involved with CDF Music Group, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of investment adviser representatives.

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.

Cassandre Mlakar is a financial advisor with LPL Financial in Shannon, Illinois, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at LPL Financial since 2010 and also serves in a board role at First State Bank Shannon-Polo. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management options, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

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.

Ashley Ottens is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James, Ottens worked at Midland States Bank, LaSalle Street Securities, U.S. Bancorp Investments, and Thrivent Investment Management. Outside of advisory roles, Ottens is employed as a business development and relationship manager at Midland States Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains unique municipal and public-finance advisory capabilities.

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.

Marlyse Johnson is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at First State Bank Shannon-Polo, Cetera Investment Advisers, and Citizens State Bank. Outside of advising, she owns a grain and livestock family farm and serves as a director and secretary/treasurer of a car dealership in Pearl City, IL. 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 portfolio programs, third-party asset management, and institutional platforms.

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.