Joshua Greenfield is committed to providing individuals and their families with wealth management strategies tailored to his clients’ long-term goals, time frame to retirement and risk tolerance. His knowledge and insights, gained through more than 25 years as a wealth professional and his own life experience, give him perspective for the development of plans for a flourishing life.

Josh helps his clients with a wide range of services, from retirement planning, education savings strategies and risk management to estate planning strategies for transitioning wealth to future generations. When appropriate, he helps
clients access the broader resources of the firm such as banking, lending and trust services. *

He is a graduate of the University of Illinois at Urbana-Champaign with a Bachelor of Science degree in Finance. Josh earned the CERTIFIED FINANCIAL PLANNER™ professional certification and the Accredited Asset Management
SpecialistSM certification from the College for Financial Planning®. For these designations, he completed approved educational programs, passed rigorous examinations and met stringent experience requirements.

Josh has been named by Wells Fargo Advisors to the Platinum Council** in 2014, 2015, 2016, 2017, 2021, 2022 and
2023. This distinction is held by a select group of financial advisors with Wells Fargo Advisors as measured by the
completion of educational components, business production based on the past year, and professionalism. Additional
criteria, including length of service, may also be used to determine recipients. Josh was named to the Forbes Best-in-State Wealth Advisor list for Illinois in 2023. ***

Away from the office, Josh enjoys watching sports and fishing. He has two daughters and resides near Freeport on a
small farm with their dogs, cats and horses. When he lost his wife to cancer in 2022, it gave him personal experience
to help him relate to occurrences his clients often go through in their own lives.

*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR IS 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Program, rates, terms, and conditions are subject to change without advanced notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NML IS 0906158). Wells Fargo Clearing Services, LLC holds a residential mortgage broker license in Georgia and is licensed as a residential
mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender.

**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients.

***2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/22 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criteria. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Allie Krebs was born and raised in Rockford and is the newest member of the team. She will spend time servicing clients in both the Rockford and Freeport offices.

Allie looks forward to building relationships by meeting one-on-one with individual clients. She has helped the team integrate the use of Wells Fargo Advisors’ eMoney planning tool. This software helps clients plan for and pursue their long-term objectives. She understands the importance of strict compliance with policies and procedures, delivering an important level of professionalism combined with a personal approach that helps clients feel comfortable with their wealth management plan of action.

She holds a Bachelor of Science in Nursing from Illinois State University and a Master of Science in Nursing Education from Southern Illinois University. In the past, Allie helped people live a healthy, thriving lifestyle. She realigned her professional career with the desire to help individuals and families pursue financial health and prosperity.

In her free time, Allie and her husband, Jay, enjoy cycling, hiking and travel.

For more than 17 years, Cassandra Eberle has embraced the opportunity to work alongside financial advisors in service to clients, helping to meet their day-to-day operational needs. From opening or transferring accounts and maintaining client records to scheduling review meetings and answering questions, Cassandra finds the most rewarding aspect of her work is being able to assist clients quickly and accurately.

Cassandra’s lengthy experience encompasses several roles at the firm, giving her a deeper understanding of procedures, policies, requirements and the need to exceed client expectations. She appreciates the opportunity to form personal relationships with clients and their families.

When out of the office, you will find Cassandra enjoying her son’s sporting events, spending time with family and friends, and especially, grilling out during the summer months.

Kayla Petta brings more than a decade of experience to support financial advisors and serve the clients of her team. In her administrative role, she is often the first person of contact for individuals and families, handling administrative and operational tasks and providing answers to account questions and requests.

Working alongside financial advisors, she strives to deliver service excellence, earn the trust of clients, and to build long-lasting, rewarding client relationships. Accuracy and efficiency are hallmarks of her performance.

Kayla holds the Series 7 and Series 66 registrations and is responsible for the movement of cash and securities and accepts and enters trades as appropriate. She has an Associate of Arts degree from Highland Community College.

Kayla and her husband, Ryan, have two children, a son and a daughter. Through her experience saving for her
children’s college and retirement, she understands that clients’ have their own family-related needs. In her free time,
she enjoys painting, cooking and spending quality time with her family.

Amber Brackett understands the importance of addressing administrative and operational matters for clients with a highly managed approach. Her goal is to earn clients’ confidence in the integrity of the team as well as enjoy a pleasant experience. She also takes the lead in planning and executing informative and enjoyable client events every year.

Her dedication to clients’ needs helps make the process of working with the team a smooth one, from the opening and transferring of accounts, to the handling of money and security transfers, IRA servicing and other income distributions.

In addition to her nine years of experience, Amber holds an Associate of Arts degree from Rock Valley College. She considers building relationships with clients and earning their trust the most rewarding aspect of her position.

Amber loves to cook, enjoys reading, and volunteers at her church. She resides in Machesney Park with her husband,
Peter, and two daughters.