Tori Black Belt is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Amy Galluzzo is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Raymond James in 2023. 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 financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Paul Green is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

Prudence Harker is a financial advisor with Equitable Advisors in Beloit, WI, holding Series 63 and Series 65 credentials and having 47 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond advising, she serves as Vice President of the KANDU Endowment Fund and participates on several local nonprofit committees, including the Stateline Community Foundation and the Beloit Health System Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering diversified investment options and ERISA fiduciary services without sponsoring its own wrap fee program.

Sean Vanhille is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family trusts in Janesville, Wisconsin. 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, utilizing research and analytics grounded in diversification and modern portfolio theory.

Tara Harris is a financial advisor with Edward Jones in Rockford, IL, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Gerard is a financial advisor with Charles Schwab in Rockford, Illinois, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Charles Schwab since 2013. Gerard serves as a board member for the Pheasant Ridge Homeowners Association and participates in local government through the Village of Fontana Fire & Police Commission and as secretary for a homeowners association. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory, brokerage, custody, and financial planning services. The firm employs a primarily non-discretionary client relationship model, combined with access to discretionary separately managed accounts through its affiliate, Charles Schwab Investment Management.

Virgie Taylor is a CFP® professional with eight years of experience in financial advising. She has worked at RBC Capital Markets since 2020 and previously was employed by Associated Bank and Alpine Bank/Midland States Bank. She is based in Rockford, IL, and holds the Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

David Casalena is the Senior Resident Director and Wealth Management Advisor at Merrill's Rockford, IL office. He joined Merrill in 1992 and leads a team that works with individuals and families navigating significant life transitions, such as retirement, home purchases, divorce, or the death of a spouse. David also has extensive experience assisting clients with the distribution options of employer-sponsored plans and company stock plans, including business owners and corporate executives with substantial stock options. He earned a Bachelor's degree from Rensselaer Polytechnic Institute and holds the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) credential. David's advisory approach involves helping clients prioritize their essential goals, wishes, and concerns to foster confident financial decisions, protect their financial lifestyle, and manage investment risk thoughtfully. David is active in his community, serving as Chair of the Rosecrance Health Network's Foundation Board and coaching youth baseball and hockey in Rockford. He is also a board member of Rosecrance, Inc. David resides in Rockford with his wife, Jennifer, and their two children, Saxon and Kash.

David Licary is a financial advisor with LPL Financial in Roscoe, Illinois, holding Series 63 and Series 66 certifications and bringing 33 years of industry experience. He has previously worked at several firms including Strategic Wealth Management, Commonwealth Financial Network, and Securities America Advisors. Licary is also a co-owner of Strategic Wealth Management, a private entity focused on securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management programs and combines advisory services with non-advisory financial products and partnerships.

Jason Crouch is a financial advisor with Stifel in Rockford, IL, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Stifel since 2018 and previously spent five years at B.C. Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance intended to support client decision-making.

Fred Belknap is a financial advisor with LPL Financial in Rockford, IL, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at SPC, Sigma Financial Corporation, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Holly Mathiesen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and over 22 years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2003. Outside of her financial advisory role, she occasionally performs as a musician, singing or playing instruments primarily in church settings. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various financial planning topics. The firm allows clients to combine planning with managed-account programs under a consolidated billing option but does not provide discretionary trading authority for its planning services.

Robert Custer is a financial advisor at Morgan Stanley with a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2026. Prior to joining Morgan Stanley, he worked in various roles at Abnormal AI, Forcepoint, Evolve Security, and Coyote Logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Ann Ragnar is a financial advisor with Ameriprise in Janesville, WI, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved in managing an independent advisory business, Fitzgerald Wealth Management, where she works as a paraplanner. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bryan Orvis is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as Assistant Financial Secretary for the St Anthony of Padua Church Holy Name Society in Rockford, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Brian Aarvig is a Series 66-credentialed financial advisor with Morgan Stanley in Rockford, IL, with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and specifically at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Meisch is a financial advisor with Morgan Stanley in Rockford, IL, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning approach.

Jeremy Pinnow is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of advising, he is involved in managing a farm specializing in hay and beef sales and serves as a member and chairperson of the City of Brodhead’s Business Improvement District bid board. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to third-party money manager programs.

Tonya Kalodimos is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015, with additional experience at BMO Harris Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.