Derek Erwin is a CFP® professional with 20 years of industry experience, currently serving at Raymond James & Associates since 2007. He holds the Series 66 designation and is based in Loves Park, IL. Derek participates as a committee member on the Rockton School District #140 board, which oversees his children’s K-8 education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Andrew West is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting clients with managing concentrated stock positions and navigating key financial transitions such as retirement, inheritance, or the sale of a business. Andrew also provides access to Bank of America Private Bank’s trust and estate planning services, as well as Bank of America's credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Andrew’s expertise includes college education planning, executive and equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, and socially responsible investing. He holds a Bachelor's Degree from Eastern Illinois University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Beyond his professional role, Andrew is involved with the Roscoe/Rockton Jr. Indians Football and Cheer program and the Roscoe United Methodist Church. His personal interests include adventure sports, boating, cooking, football, hunting, skiing, spending time with his family, and traveling.

Quinten Daughtry is a financial advisor at Stifel in Rockford, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining Stifel, he worked at Associated Bank and has experience in the automotive and service industries, as well as a background in full-time education. Outside of his advisory role, he is involved as an owner and general operations manager of a real estate management entity. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking asset allocation and financial planning analyses.

Lisa Richard is a financial advisor at Edward Jones in Rockford, IL, holding a Series 66 designation. She joined Edward Jones in 2024 and has prior experience at the Boone County Sheriff's Department and various educational institutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large network of financial advisors nationwide.

Matthew Brandt is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kristen Ericson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James since 2008, based in Loves Park, IL. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional solutions.

Bradley King is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2021 and has concurrently worked at Amcore Investment Services, Inc. since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, incorporating discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jason Werner is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 66 licenses and is based in Rockford, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Michael Laloggia is a financial advisor with Wells Fargo Clearing in Rockford, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Laloggia serves on the advisory board of the Net Foundation, a church organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, employing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Cole Kirchhoff is a Series 66-licensed financial advisor with LPL Financial, based in Rockford, Illinois. He has eight years of industry experience, including twelve years with the Laborer's International Union of North America #1035 prior to joining LPL in 2017. Outside of his advisory role, Kirchhoff owns and operates Level Up Lawn Service, a landscaping business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs and provides both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Anthony Binotti is a financial advisor at Edward Jones in Rockford, IL, holding a Series 66 designation. He has one year of experience in the industry and has previously worked at ADP and Atlas Financial Holdings, Inc. Binotti's background also includes roles at Illinois State University, University of Wisconsin Platteville, and Randy's Cycle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Ryan Benton is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2020 before joining Thrivent. Outside of his advisory role, Benton creates product review content for Amazon and TikTok. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers ongoing or one-time engagements without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Tammy Schindler is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2005. Outside of her advisory role, she assists occasionally with office duties at River Bend Builders, a general contracting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Mary Haverly is a financial advisor at LPL Financial in Rockford, IL, holding a Series 66 license with 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and International Assets Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Jennifer Thorvalson is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has held her current role since 2018 and previously worked at First Heartland Capital, Inc. from 2001 to 2018. She holds Series 63 and Series 65 registrations. She is part of The DDK Group within Baird’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Erna Colborn is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. She has prior experience teaching community education classes at Rock Valley College and was involved with the Alzheimer's Disease and Related Disorders Association. Outside of her advisory role, she continues to engage in community education through Rock Valley College. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, notable for its extensive advisor and branch network.

Ariel Esquivel is a financial advisor with Morgan Stanley in Rockford, IL. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to this, his background includes roles in staffing, landscaping, and education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Michael Kerestes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has operated Keres Tes Tax and Financial Services since 1996. Outside of his advisory role, he is involved in tax preparation and accounting through his ownership of Kerestes Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technologies such as machine learning across discretionary and non-discretionary management strategies.

Fatin Said is a financial advisor with Mass Mutual Investors Services in Rockford, IL, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. Said has worked with Massachusetts Mutual Life Insurance Company since 2017 and with Mass Mutual Investors Services since 2016. MassMutual’s subsidiary MML Investors Services, LLC, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements and offers a range of services including event-driven and employer-sponsored planning programs.

Jacob Fitzgerald is a CFP®-certified financial advisor with Ameriprise, based in Loves Park, IL, and has 31 years of industry experience. He has worked at Ameriprise and its affiliates since 2009. Outside of advising, he owns and operates Stumpys Pub, a bar in Rockford, Illinois. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.