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.

Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.

Muhammad Mustafa is a financial advisor at Orenta Capital with a Series 65 designation. He has been self-employed since 2016 and has worked with Orenta Capital since 2026. Orenta Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management based on client-specific Investment Policy Statements and standalone financial planning engagements billed on a fixed-fee basis.

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.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

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.

Philip Guske is a financial advisor with Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Pathfinder Advisory since 1996. Outside of his advisory role, Mr. Guske owns and operates a commercial real estate rental company. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, offering both discretionary and non-discretionary services along with investor education and financial coaching.

Mohsin Khan is a financial advisor with Orenta Capital holding a Series 65 designation and no prior industry experience. He has worked at Mercyhealth Rockford since 2016 alongside his advisory role beginning in 2026 at Orenta Capital. Orenta Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and standalone financial planning services. The firm employs fundamental analysis and strategies including long-term investing and options trading, offering discretionary portfolio management alongside fixed-fee financial planning engagements.

Jeffrey Aurand is a financial advisor with Vista Investment Partners in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and PNC Investments. Outside of his advisory work, he owns and manages bitcoin mining operations through 815 Bitcoin, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management, emphasizing asset allocation and manager selection with proprietary strategies and the integration of bitcoin as part of client portfolios.

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.

Shawn Quam Schulz is a financial advisor at Merit Financial Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for over three decades, followed by roles at Commonwealth Financial Network and Purshe Kaplan Sterling. Outside of his advisory work, he is a co-owner of The Wood Shop, a business unrelated to investments. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and supports both discretionary and non-discretionary accounts, with investment oversight from internal teams and use of third-party managers.

Duncan Reidner is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. Prior to joining Merit, he worked at Blueprint Wealth Advisors and Citizens State Bank, among other roles. Merit Financial Group is a multi-team SEC-registered advisory firm that provides asset management, financial planning, retirement plan consulting, and employee financial-wellness programs to individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach combines long-term, diversified asset allocation with centrally managed portfolios and utilizes both internal and third-party managers.

Jarrett Heck is a financial advisor at Choreo, LLC in Rockford, IL, holding a Series 65 designation. He has experience at multiple firms, including NuVista Capital Management and Wesley Willows, spanning from 2010 to the present. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a comprehensive investment process that incorporates strategic asset allocation, quantitative screening, and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Mark Biegel is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and previously worked at BDO USA, P.A. and Biegel & Waller LLP. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

David Juzwiak is a CFA® charterholder with four years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at BDO Wealth Advisors, LLC and Lowery Asset Consulting, LLC. Choreo, LLC provides investment and advisory services to a diverse client base including individuals, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Michael Lynch is a CFP® and CFA® charterholder with eight years of experience in financial advising. He has worked at Choreo, LLC since 2023, following prior roles at BDO Wealth Advisors, LLC and Optimized Transitions, Independent Investment Counsel, LLC. Lynch is based in New York, NY. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

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.

Bryan Moscinski is a CFP® professional with 17 years of industry experience. He is currently an advisor at Choreo, LLC, where he has worked since 2022. His prior experience includes roles at RSM US Wealth Management, Ameriprise Financial Services, Robert Baird & Co., and Savant Wealth Management. Choreo serves a diverse client base ranging from individual investors to institutional clients and offers a broad array of advisory services including portfolio management, financial planning, consulting, and outsourced CIO services. The firm's investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios through various vehicle types and specialized advisory services.

Scott Krowczyk is a financial advisor at Choreo, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at RSM US Wealth Management LLC for 20 years before joining Choreo in 2022. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.