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.

Elisa Hanson is a Series 65-licensed financial advisor with six years of industry experience. She has been with Black Barn Financial, LLC since 2016, working as part of a four-advisor team based in Marengo, Illinois. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $165 million in client assets, offering discretionary portfolio management and flexible financial planning services that incorporate both fundamental and technical analysis tailored to client-specific investment policies.

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.

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.

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® professional at Klaas Financial Asset Advisors, LLC with 11 years of industry experience. He has worked at several firms including Basepoint Wealth LLC, MidwestOne Bank, LPL Financial LLC, and Cetera Investment Services. Breiby 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, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies and provides both discretionary and non-discretionary advisory services supported by technology-enabled planning tools.

Forrest Ross is a CFP® and ChFC® with 33 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2022. His prior roles include positions at Global Retirement Partners, LPL Financial, ISG Advisors, and VSR Advisory Services. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm emphasizes diversified, long-term asset allocation strategies tailored to clients’ objectives and risk tolerances and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.