Jarrett Heck

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.

Nathan Haas is a financial advisor at Haas Trade Advisors LLC holding a Series 65 designation. Based in Davis Junction, IL, he provides financial planning and consulting with a focus on long-term, strategic investment guidance. Haas Trade Advisors delivers written financial plans covering asset allocation, retirement, tax, estate, cash flow, and education planning primarily through virtual meetings. The firm emphasizes holistic, goal-based planning without managing client assets or accepting trading discretion.

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.

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 financial advisor at Midwest Financial Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and has worked at firms including Arthur J. Gallagher & Co. and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in THE PENSION SPECIALISTS, LTD., a company providing 401(k) plan administration services. Midwest Financial Associates offers discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm constructs customized portfolios using asset allocation and tactical shifts across mutual funds, stocks, bonds, and annuities, typically exercising discretionary authority and aligning investment decisions with financial planning.

George Bates is a financial advisor with Bates Financial Advisors, Inc. in Rockford, IL, holding a Series 63 designation and over 53 years of industry experience. He has been associated with multiple firms bearing his name since 1982, including Bates Securities, Inc., Bates Financial Advisors, Inc., Bates Financial Services, Inc., and Bates Financial Group, Inc. Outside of his advisory work, he is a partner in a racing horse venture and serves as president of a nonprofit focused on education and relief for Guatemalan children. Bates Financial Advisors, Inc. is an SEC-registered team of seven professionals managing approximately $395 million for about 426 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, using tailored investment policies implemented through a range of financial instruments and subject to continuous monitoring.