Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

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, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Republic Services, Inc. and has experience in various positions dating back to 2016. Bates Financial Advisors, Inc. is an SEC-registered firm managing approximately $395 million for over 400 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, institutions, and nonprofit organizations, tailoring investment strategies based on clients’ objectives and risk tolerance.

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.

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.

George Bates is a financial advisor at Bates Financial Advisors, Inc. in Austin, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney admitted in Illinois and various federal courts. In addition to his advisory work, he manages Global Proppant Supply LLC, which develops frac sand projects in Wisconsin. Bates Financial Advisors, Inc. is an SEC-registered advisory team of seven professionals managing approximately $395 million for around 426 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, using personalized investment policies and a range of financial instruments.

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.

Nathan Breiby is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Klaas Financial Asset Advisors, LLC and has previously held roles at Basepoint Wealth LLC, MidwestOne Bank, LPL Financial, Cetera, and American Trust & Savings Bank. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement-plan sponsors with discretionary portfolio management, financial planning, tax-preparation, and consulting services. The firm emphasizes long-term, diversified asset allocation tailored to clients' goals and risk tolerances and offers a wrap-fee program alongside a structured retirement-plan practice.

Liane Warcup is a CFP® professional at Klaas Financial Asset Advisors, LLC with 22 years of industry experience. She previously worked at Clarus Financial Planning for 20 years and spent one year at A. G. Edwards & Sons, Inc. before joining Klaas Financial Asset Advisors in 2025. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies emphasizing diversification and provides both fiduciary retirement-plan advice and non-discretionary investment consulting through a structured wrap-fee program.

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.

Craig Klaas is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 65 and Series 66 licenses and possessing 20 years of industry experience. He has worked with Klaas Financial Asset Advisors since 2007 and previously with Investacorp, Inc. Other roles include serving as President of a homeowners association and a Notary Public. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors through discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm emphasizes long-term, diversified asset allocation tailored to client goals and manages a wrap-fee program alongside fiduciary retirement-plan services.

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.

Eric Schmitz is a CFP®-credentialed financial advisor at Klaas Financial Asset Advisors, LLC with four years of industry experience. His prior roles include positions at Woodbury Financial Services and MD Financial / Vestment Financial. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors with discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation driven strategies emphasizing diversification and offers specialized wrap-fee programs and fiduciary retirement-plan services.

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.

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.

Aaron Schueller is a financial advisor with Klaas Financial Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Orgel Wealth Management and Accel Wealth Management LLC. Schueller is based in Loves Park, Illinois. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage customers, offering discretionary portfolio management, financial planning, tax preparation, and retirement-plan services. The firm emphasizes long-term, asset-allocation strategies focused on diversification and customizes recommendations based on clients’ goals, risk tolerance, and liquidity needs.

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.

Joshua Stirling is a CFA® charterholder with eight years of industry experience, currently serving at Klaas Financial Asset Advisors, LLC. He holds Series 65 and Series 63 licenses and has worked at Klaas Financial in various capacities since 2017, with additional experience at Securities America, Inc. and Investacorp, Inc. Outside of his advisory role, Stirling serves as Vice President and a board member of the CFA Society Madison, participating in programming and educational initiatives. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors with discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, diversified asset allocation strategies tailored to client goals and manages approximately $758 million in assets through its wrap-fee program.

Dylan Henderson is a financial advisor with Klaas Financial Asset Advisors, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Klaas, he held positions at Rock Valley Credit Union, Upstream Investment Partners, and various educational institutions. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools within its service offerings.