Representing the next generation of Sharpe Wealth, Quintin combines fresh perspective with a deep commitment to client success. Growing up watching his father build meaningful relationships with families, he learned early that great financial advice is about more than numbers—it's about understanding what truly matters to people. Quintin brings a modern approach to wealth management, leveraging technology and innovative strategies while maintaining the personal touch that defines Sharpe Wealth. He's particularly skilled at helping clients navigate the intersection of traditional planning and the evolving financial landscape. His collaborative approach means clients always feel heard and understood. Whether you're planning for retirement, growing a business, or thinking about your family's financial future, Quintin takes the time to understand your complete picture before crafting recommendations. Working alongside his father David isn't just a business arrangement—it's the continuation of a family legacy built on trust, integrity, and the belief that every client deserves genuine, personalized attention.

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.

Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.

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.

Charles Dibenedetto is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been associated with DiBenedetto & Associates Ltd since 1981 and Fox & Henry, Inc. since 1982. 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 custom, diversified asset allocations and combines advisory services with independent insurance brokerage, excluding commission-paid insurance products from assets under management.

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.

Nathan Breiby is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2020. His prior experience includes roles at Basepoint Wealth LLC, MidwestOne Bank, LPL Financial, Cetera, and American Trust & Savings Bank. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies with diversified investment approaches tailored to clients’ goals and offers both fiduciary retirement-plan management and participant education.

Liane Warcup is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. She joined Klaas in 2025 after spending 20 years at Clarus Financial Planning. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Rachael Herold Plakut is a financial advisor at Klaas Financial Asset Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Klaas Financial Asset Advisors since 2023. Her prior experience includes roles at the University of Queensland and Compass Properties. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $758 million in assets across more than 1,100 client households.

George Bates is a financial advisor at Bates Financial Advisors, Inc. with a Series 66 designation and experience across several firms, including FTI Consulting, Rice University, Plains All American Pipeline, KPMG, and PricewaterhouseCoopers. He has one year of industry experience. Bates Financial Advisors, Inc. manages approximately $395 million for about 426 clients, offering portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm develops customized investment policies and implements portfolios using a variety of instruments while monitoring accounts continuously.

Matthew Bates is a financial advisor at Bates Financial Advisors, Inc. in Rockford, IL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to his current role, he worked in various positions including at Republic Services, Inc. and held roles at the University of Texas and Brunswick Corporation. Bates Financial Advisors, Inc. manages approximately $395 million for around 426 clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, constructing personalized investment policies and monitoring accounts continuously.

Craig Klaas is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He previously worked at Securities America, Inc. and Investacorp, Inc. Klaas serves as president of a homeowners association in Verona, Wisconsin, on a volunteer basis. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, providing discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm focuses on long-term, asset-allocation strategies emphasizing diversification and customizes advice based on client goals and risk tolerance.

Nathan Winslow is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Securities America, Investacorp, Bank of America, Merrill Lynch, and Linsco/Private Ledger Corp. He has been with Klaas Financial Asset Advisors since 2020. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management through its Klaas Investment Portfolios wrap-fee program, financial planning and consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and integrates tax preparation and a professional referral network into its service model.

Alyssa Thom is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has worked with Klaas Financial Asset Advisors since 2019 and previously held roles at AeroTek and Manley's Belvidere Ford & Lincoln. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Elisa Hanson is a financial advisor at Black Barn Financial, LLC with six years of industry experience. She holds a Series 65 designation and has been with Black Barn Financial since 2016. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm’s five-advisor team manages approximately $164.6 million across 152 clients, offering discretionary asset management as well as financial planning and consulting services. Their investment approach combines fundamental and technical analysis across a variety of asset classes and incorporates client ESG preferences when requested.

Eric Schmitz is a CFP® professional at Klaas Financial Asset Advisors, LLC with four years of industry experience. Prior to joining Klaas Financial, he worked at Woodbury Financial Services and MD Financial/Vestment Financial. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through a range of services including discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm emphasizes long-term, asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $758 million in assets through its Klaas Investment Portfolios wrap-fee program.

Frank Orzel is a financial advisor with First Financial Coaching, Inc. in Fontana, WI, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with First Financial Coaching since 2010 and has operated Frank P. Orzel & Co., an insurance agency specializing in health, dental, long-term care, disability, life, prescription, and discount cards, since 1981. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm offers non-discretionary investment advice and financial analysis, emphasizing investment education and workshops, and partners with third-party asset managers for discretionary portfolio management.

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.

George Bates is a financial advisor at Bates Financial Advisors, Inc. in Rockford, IL, with 54 years of industry experience. He has held roles at multiple related entities including Bates Financial Group, Inc., and Bates Securities, Inc., where he has worked since the early 1980s. Outside of his advisory work, he is involved in horse breeding and racing as a partner and serves as president of a nonprofit supporting education and relief efforts for children in Guatemala. Bates Financial Advisors, Inc. manages approximately $395 million for over 400 clients, offering portfolio management, financial planning, and consulting services to individuals, institutions, and organizations. The firm develops customized investment policies and implements portfolios using a range of instruments while continuously monitoring and reviewing accounts.

Michael Schlimgen is a CFP® professional with three years of experience in financial advising, currently serving at Klaas Financial Asset Advisors, LLC. Prior to his advisory role, he worked at Kroger Company for six years. Klaas Financial Asset Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools into its client services.