Erik Valenza is a financial advisor with Ameriprise in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns CWAG, LLC, a business entity not related to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide tailored recommendations within a managed account framework.

Lisa Capriotti Angileri is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Rockford Preferred Insurance Services LLC and Pruco Securities, LLC for over 20 years. Her background includes service and sales related to medical insurance and variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

James Widstrom is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliate since 2016. Widstrom is also involved with Engen Legacy LLC, where he works as an Associate Advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients near or in retirement, providing written recommendation reports and ongoing advice focused on income planning and tax-aware withdrawal strategies.

Thomas Peterson is a financial advisor with LPL Financial based in Rockford, IL, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc., Robert Baird & Co., RBC Capital Markets, and other firms. Outside of his advisory role, he has part-time employment as a delivery driver for Pizza Hut and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Christopher Plummer is a financial advisor with MassMutual Investors Services in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes nine years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Plummer engages in freelance video production, performs occasionally as a paid musician, and serves as an appointed commissioner on the Planning & Zoning Commission for Cherry Valley, Illinois. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with an emphasis on collaborative, annual planning relationships.

Chrissie Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2011 and concurrently operates Martin's Tax Service and serves as a board member for Nashua Panmyra Mutual Insurance Company. Additionally, she is involved with Byron Bank and Byron Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes a broad platform supported by advanced operational and research tools.

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.

Daniel Leonard is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 22 years of industry experience, including roles at LPL Financial and Byron Bank. Leonard has been with Cambridge Investment Research Advisors since 2018. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary models, third-party managers, and various custody platforms.

Scott Bloom is a financial advisor with Raymond James Financial in Belvidere, IL, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at firms including FNBO, PNC Investments, and LPL Financial. He is also associated with First Investments and Planning, a DBA used by his group at FNBO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations among large institutional advisors.

Zachary Bargman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked primarily with Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, he serves as a board member for Katie's Cup, a nonprofit coffee house involved in community work. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations directly. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs while keeping services distinct.

Eli Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Fiorentino, Larson and Associates. Outside of advisory roles, he has experience in landscaping and customer service positions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with a focus on dependable income sources and tax-aware withdrawal strategies.

Nicholas Kloster is a CFP® professional with 14 years of industry experience, currently serving as an advisor at LPL Financial since 2021. Prior to this, he worked at Edward Jones for nine years. His practice is based in Rockford, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with various advisory platforms and operational tools while overseeing over $819 billion in discretionary assets.

Simeon Hanson is a financial advisor at Osaic Wealth Inc. with a Series 66 credential and one year of industry experience. His prior work includes roles at R.W. Baird, ABC Supply, ForeverLawn Chicago, and self-employment. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party money managers to construct diversified portfolios and supports various managed-account solutions and legacy platform transitions.

Jennifer James is a Series 66-credentialed financial advisor with LPL Financial, with six years of industry experience. She has been with LPL Financial since 2018, following roles at IAU College and Northern Illinois University's Study Abroad Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies supported by operational tools including machine learning, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Damon De Dario is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also associated with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he owns a rental property through his company, Toadario LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Lana Engen is a financial advisor with Ameriprise in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as a consultant for Engen Legacy LLC, providing financial advisory services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers detailed retirement planning reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

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.

Tamie La Torre is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. Her career includes multiple tenures with Ameriprise spanning over a decade, as well as a brief role at Burch Dental. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Marjorie Larson is a financial advisor at Osaic with 48 years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Osaic in 2024, she worked at American Portfolios for 17 years and at Certified Consulting Services, Inc. for 33 years. Larson owns and operates two financial services businesses focused on financial planning and consulting. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party money managers to construct portfolios tailored to client needs, with options for discretionary or non-discretionary management.

Michael Foreman is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. Foreman holds Series 63 and Series 65 licenses and is active in his community as the immediate past president of the Rockford Rotary Club and as a boys volleyball coach at Gifted Academy at Thurgood Marshall School. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.