Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Regal Investment Advisors, Jones Long LaSalle, and Collins Aerospace. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a broad client base using a long-term, evidence-based investment approach centered on diversified passive funds and employs third-party sub-advisers for portfolio management.

Andrew Stewart is a financial advisor at Lucas Group Financial Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at multiple related firms, including six years at Regal Investment Advisors, LLC. Outside of his advisory role, Stewart serves as a football coach at Freeport Middle School and is the Board President of Freeport Phantoms Youth Football and Cheer. He also sits on the board of The Foundation for Northwest Illinois. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term Modern Portfolio Theory approach with diversified, passive, and evidence-based investments, and collaborates with an affiliated accounting firm for coordinated tax and financial services.

Lucas Beggin is a CFP® professional with 12 years of industry experience. He is a partner at Lucas Group Financial Advisors, LLC and has previously worked with Regulus Financial Group, Regal Investment Advisors, and Lucas Group Financial Advisors, Inc. Outside of his financial advisory role, he serves on the boards of Parkview Homes NFP and the Highland College Foundation, acting as Treasurer for the latter. He is also a partner at Lucas Groups CPA+ Advisors, a public accounting and management firm. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term, evidence-based approach with diversified portfolios and coordinates with its affiliated accounting firm to integrate tax and financial planning services.

Katherine Downing is a CFP® professional with 12 years of experience in the financial industry. She currently works at Lucas Group Financial Advisors, LLC and previously held roles at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Downing is also licensed as an insurance agent, providing life insurance and annuity services. Lucas Group Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term Modern Portfolio Theory approach using diversified, passive, evidence-based mutual funds and ETFs, and coordinates closely with an affiliated accounting firm for integrated client services.

Michael Sullivan is a CFP® professional with 32 years of experience in financial advising. He currently works at Lucas Group Financial Advisors, LLC and previously worked at Cambridge Investment Research Advisors and Wallem Associates, Inc. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a diverse client base and employs a long-term Modern Portfolio Theory approach using diversified, passive, and evidence-based mutual funds and ETFs.

Jeffery Wallem is a CFP® professional with 32 years of experience in financial advising. He is currently with Lucas Group Financial Advisors, LLC, having previously worked at Cambridge Investment Research Advisors, Inc. and operated Wallem Associates, Inc. for over three decades. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to a diverse client base, including individuals, trusts, and small businesses. The firm employs a long-term Modern Portfolio Theory approach, utilizing diversified, passive, and evidence-based funds, and coordinates closely with an affiliated accounting firm for integrated client services.

Gregory Eicher is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Associated Investment Services, U.S. Bancorp Investments, and Invest Financial Corporation. He has worked with IHT Wealth Management since 2017. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm utilizes a combination of proprietary model portfolios, third-party managers, and quantitative investment techniques tailored to client objectives and risk tolerances.

Brett Nicklaus is a CFP® with 40 years of industry experience. He has been with Packerland Brokerage Services, Inc. since 2014 and previously worked at firms including Integrity Alliance, LLC and American General Securities Incorporated. Outside of his advisory role, he is the owner and president of Trinity Insurance & Financial Services, a fixed business sales company. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes the Hilltop-cleared Envestnet platform to provide various managed account programs and facilitates advisory and brokerage services.

John Loeffler is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience and holds a Series 66 designation. His career includes roles at Kingswood Capital Partners, Benchmark Advisory Services, Benchmark Investments, IFS Securities, Edward Jones, and Symmetry Financial Group. Outside of his advisory work, he is the owner and founder of John Loeffler Racing, where he is involved in race car preparation, driving, and sponsorship sales. Kingswood Wealth Advisors serves retail and institutional clients, including individual and high-net-worth investors and retirement plan sponsors, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm offers investment advice on both discretionary and non-discretionary bases and operates an open-architecture platform utilizing third-party managers and sub-advisors.

Craig Hoesly is a financial advisor with Edward Jones in Monroe, Wisconsin, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Mark Peiffer is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones for seven years before joining LPL Financial, where he has been since 2023. Peiffer also operates Peiffer Financial Services, LLC, a tax and investment-related business that is not investment advisory in nature. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Jon Heller is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 1997 and concurrently at Bank of New Glarus since 1994. Outside of his advisory roles, he serves as treasurer for the Brodhead Youth Basketball Association. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

David Frey is a financial advisor with Raymond James Financial in Monroe, WI, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James in 2017. Outside of his advisory role, he is the owner of an LLC that manages rental commercial real estate and operates a support company for branding and prospecting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports both municipal finance work and innovative advisory programs.

Noah Brisky is a financial advisor with Edward Jones in Monroe, WI, holding a Series 66 designation and with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is the owner of Brisky Business LLC, a real estate leasing company based in New Glarus, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Nikayla Petta is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. In addition to her advisory role, she serves as a notary public in Freeport, Illinois. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Wendy Dietmeier is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked at Cambridge since 2017, following six years at Fifth Third Securities. Outside of her advisory role, she is involved in managing a family farm in Orangeville, Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management strategies and platform arrangements.

Trina Bankord Andersen is a Series 66-licensed financial advisor with Edward Jones in Freeport, IL, with nine years of industry experience. She has been with Edward Jones since 2016. 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 through a nationwide network of financial advisors and branch offices.

Lydia Steinmann is a financial advisor with Edward Jones in Monroe, Wisconsin, holding the Series 66 designation and bringing 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she volunteers as a board assistant for the Counsel of Catholic Women in Argyle, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kyle Fleischer is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at US Bancorp Investments, US Bank, Fifth Third Bank, and the United States Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Alber is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at VOYA Financial Advisors and operated Alber Financial since 2006. Outside of his advisory work, he serves as a deacon at St. Mary’s Catholic Church in Durand, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Robert Page is a CFP®-designated financial advisor with Edward Jones in Monroe, WI, where he has worked since 2019. He has six years of industry experience, including prior roles in education with Texas Connections Academy and Denton Independent School District. He also teaches Principles of Finance as an adjunct professor at the University of Dubuque. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a range of advisory strategies, manages approximately $1.01 trillion in assets, and supports its clients through a large national network of financial advisors and branch offices.

Erik Haworth is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Thrivent and its affiliate THRIVENT Financial since 2013. Outside of his advisory role, Haworth serves as Treasurer of the Kiwanis Club of Monroe and as a Troop Leader for Trail Life USA, a Christian-based youth organization focused on character development and outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning across multiple topics, with clients able to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Adam Breedlove is a financial advisor with Edward Jones in Freeport, Illinois, holding CFP® and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an assistant wrestling coach at Freeport High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jeremy Pinnow is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Pinnow is involved in local community activities, including serving as a member and chairperson of the City of Brodhead BID Board, and he operates a farm specializing in hay and beef sales. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm employs a variety of portfolio construction tools and offers integrated brokerage and investment advisory services with access to third-party money managers and managed-account solutions.

Misty Warnecke is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 designations and has previous experience at GWFS Equities, Prudential Investment Management Services, and The Prudential Insurance Company of America. Outside of her financial career, she works as a server and bartender at a locally owned bar and grill in Watertown, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory options, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Thomas Torossian is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Edward Jones, and TCF National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Daniel Hazzard is a financial advisor with LPL Financial based in Freeport, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2002 and has also worked with GreenState Credit Union since 2019. Outside of his advisory role, he is a hobby farmer and a notary public. 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.

Kirk Pearson is a financial advisor with Cambridge Investment Research Advisors in Freeport, Illinois. He holds Series 63 and Series 65 credentials and has six years of industry experience, including twelve years at US Bank prior to joining his current firm. Pearson also works part-time as a college instructor and co-facilitator at Highland Community College. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Talia Allen is a financial advisor with Edward Jones in Freeport, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Maurices for nine years and JM Homecare for ten years. Outside of her advisory role, Allen serves as a Village Trustee in Shannon, IL, and is involved with the Action Council focused on expanding early childhood education access in several Illinois counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Virginia Kenney is a financial advisor with Edward Jones in Freeport, IL, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience, all of which have been with Edward D. Jones & Co., L.P., where she has worked since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm has a large national network of financial advisors and branches and operates under a fiduciary standard when providing advisory services.