Our Professionals

Independent but Stronger Together.

We are thankful to have such inspired financial professionals. Each one carries a unique perspective, creating a diverse group of voices. We value our independence, but cherish the camaraderie woven through our network of talent.

Anne Clayton | CWS, ChFEBC

Investment Advisor Representative

Anne Clayton Financial Strategies

Location: Whitehall, IL

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Brian Dreier

Investment Advisor Representative

Heartland Financial Advisors

Location: Quincy, IL

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Jerry Dreier | CLU, ChFC

Investment Advisor Representative

Heartland Financial Advisors

Location: Quincy, IL

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Amy Ericksen

Registered Administrative Assistant

JA Counter

Location: New Richmond, WI

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Darell Faust

Financial Advisor

Faust Financial and Tax Advisory

Location: Quincy, IL

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Janet Fieldman | MBA, ChFEBC

Investment Advisor & Retirement Planner

Fieldman Financial Services

Location: Pueblo, CO

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Eric Filkins

Investment Advisor Representative

FP Concepts

Location: Boca Raton, FL

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Mike Giesing 

Investment Advisor Representative

Heartland Financial Advisors

Location: Quincy, IL

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Joe Grojean | CLU, ChFC

Investment Advisor Representative

Grojean Financial Services

Location: Omaha, NE

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Kelly Hoff

Registered Representative 

Hoff Financial Services

Location: Prairie Farm, WI

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McKylie Hoff

Registered Administrative Assistant

Hoff Financial Services

Location: Prairie Farm, WI

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Diana Johnston | ChFC, CASL, LUTCF, CLU

Financial Advisor/ Owner

Hometown Investments & Insurance Service

Location: New Richmond, WI

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Jack Johnston

Registered Representative

J. Johnston Agency

Location: Homer, IL

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Hank Lehn | ChFC, CLU

Registered Representative 

Lehn Financial

Location: Monticello, MN

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Bobby Lombard

Investment Advisor Representative

Heartland Financial Advisors

Location: Quincy, IL

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John Lyon

Financial Advisor

Lyon Financial Services

Location: Durham, NC

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Aiden McDonnell

Financial Advisor

Encompass Life & Wealth Strategies

Location: Quincy, IL

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Shannon Mehls

Registered Principal

Ohrenda

Location: New Richmond, WI

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Michelle Miller | RICP

Financial Advisor

Emcompass Life & Wealth Strategies

Location: Quincy, IL

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Charles Nesser

Registered Administrative Assistant

Nesser & Nesser Financial Group

Location: Minneapolis, MN

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Lisa Nesser | CFP, CRPC

Investment Advisor Representative 

Nesser & Nesser Financial Group

Location: Minneapolis, MN

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David Pettit

President

Veritas Wealth Advisors

Location: Plantation, FL

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Mitch Piper | CLU, ChFC

Registered Prepresentative & Registered Investment Advisor

Capital Coordinators

Location: Eau Claire, WI

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John Quintero 

Investment Advisor Representative

Quintero Capital

Location: Pembroke Pines, FL

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Andy Rineck

Financial Advisor

JA Counter

Location: New Richmond, WI

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Linda Skoglund | ChFC, CLU, LUTCF, RHU

President | Managing Partner

JA Counter

Location: New Richmond, WI

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Doug Slinkman | CLU, ChFC

Registered Representative

Transition Financial Services

Location: Oak Brook, IL

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Erin Tomlinson

Financial Advisor/ Retirement Plan Consultant

Tomlinson Financial

Location: River Falls, WI

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Jim Veenstra | ChFC, CLU

Registered Representative

Veenstra Financial Services

Location: Lombard, IL

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Lisa Vignola | MBA

Financial Advisor

Veritas Wealth Advisors

Location: Plantation, FL

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Greg Wittland | CFP, ChFC, CPA

Investment Advisor Representative

Encompass Life & Wealth Startegies 

Location: Quincy, IL

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Doug Zima

Registered Representative 

Zima Investments

Location: Onawa, IA

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Where Our Advisors Are Located