Wes Morrissey

David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.

Haley Herr is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. Prior to joining Rosemeyer Management Group, she worked at Marquis LLC and Businessolver. Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach and offers discretionary asset management, financial planning, and retirement-plan consulting services.

Adam Olson is a financial advisor with Packerland Brokerage Services, Inc. in Sterling, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at VOYA Financial Advisors and running Olson Insurance & Financial Services, Inc., where he also works as an insurance agent specializing in life, health, fixed annuities, and long-term care insurance. Outside of finance, he is the owner of Kustom Kovers, Inc., a drapery and window treatment business managed by his wife. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and access to advisory programs through firm-managed portfolios, wrap programs, and third-party arrangements. The firm combines individualized planning with discretionary or non-discretionary management and uses tools such as separately managed accounts and automated rebalancing, while operating as both an SEC-registered investment adviser and a FINRA broker-dealer.

Louis Eastman is a financial advisor with BFC Planning, Inc. in Dixon, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at BFC Planning since 2013 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Eastman is also involved in life insurance sales through Community State Bank in Dixon. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, offering both wrap and non-wrap programs with fee structures that vary by representative.

Tirzah Renkes is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Sauk Valley Bank. Outside of her advisory role, she serves on the board of the Granny Rose Animal Foundation and acts as treasurer for the Nicole Olinger Benefit event. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts through branded model portfolios and third-party managers, supported by an internal Investment Advisory Committee.

Ronald Pozen is a financial advisor at Fifth Third Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2008. Outside of his advisory role, he is active in rodeo as a competitor in steer wrestling and team roping, serves as a rodeo judge, and coaches athletics at Kaneland High School. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines bank affiliation with municipal-advisor registration to support its platform and supervisory processes.