Jack Wheeler Jr. is a Series 66 credentialed financial advisor with 23 years of industry experience, currently with Wells Fargo Clearing in Rockford, IL. He previously worked at Bank of America and Merrill for a combined 10 years. Outside of advising, he serves as an arbitrator for FINRA and is a finance committee member for the United Way of Rock River Valley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Michael Teleso is a financial advisor at Wells Fargo Clearing with a Series 66 designation and over ten years of industry experience. His prior roles include positions at Midwestern Securities Trading Co. LLC, Northwest Bank of Rockford, and Cetera Investment Services LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and employs more than 14,000 financial advisors.

Brian Lindsay is a financial advisor with Morgan Stanley in Rockford, Illinois, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2009 and affiliated with Morgan Stanley Private Bank, National Association since 2015. Lindsay serves as a board member of Montessori Learning Path Ltd and is the board president and finance committee member at Forest Hills Country Club. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

Vinay Phommachanh is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with Amcore Investment Services since 2007 and joined LPL Financial in 2021. Outside of advisory services, he owns Bamboo Enterprises, Inc., an investment-related business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Fehrle is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven, tailored to plan objectives and risk tolerances, and includes both non-discretionary and discretionary services as an ERISA fiduciary.

Benjamin Hoffman is a financial advisor at Ameriprise in Beloit, WI, holding a Series 66 designation with three years of industry experience. He previously worked at Northwestern Mutual and Lori Knapp Inc. before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexandria Krebs is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, she worked for seven years at SSM Health St Mary's Hospital in Madison. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristen Riffle is a financial advisor with Edward Jones in Rockford, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at RE/MAX Professional Advantage and US Cellular. She serves as Vice President of the Rock River Terrace Park Association, a nonprofit organization managing shared river park access in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Casondra Rowley is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Resource Bank and Forge Resource Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Scott Jeffrey is a Series 66 licensed financial advisor with Edward Jones in Rockford, IL, where he has worked since 2009, accumulating 17 years of industry experience. He is part of a large institutional firm known for serving both individual and institutional clients through a wide range of wealth management services. Edward Jones manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Sandberg is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at BMO Bank, FNIC, Monarch Solutions, Inc., and Arthur J. Gallagher. 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 diversified investment programs and advisory platforms, supported by extensive operational and research tools, serving over 22,800 advisors nationwide.

Thomas Sullivan is a financial advisor with Merrill in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill since 1993 and has also been with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Shane Stuart is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding a Series 66 designation and five years of industry experience. He has been with Cambridge since 2021 and has prior experience working with the Rockford Park District. Outside of his advisory role, Stuart coaches high school golf and serves as treasurer for the Tony Steward Scholarship Fund. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches tailored to client objectives.

David Carter is a financial advisor with Thrivent Investment Management in Rockford, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while maintaining separate service components.

John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.

Michelle Bowman is a financial advisor at Edward Jones in Rockford, IL, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is involved in community organizations, serving as Vice President of the Edgewater Neighborhood Association and as a Board Member and Vice President of the Rockford Network of Professional Women. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors.

Mrudangi Desai is a financial advisor at Ameriprise with a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, Desai held roles at Questrade Financial Group and FGF Brands Inc, as well as various short-term positions and educational pursuits at the University of Waterloo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with 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.

Bradley Gummow 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 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he is a part-owner of Moving Angels of Madison and serves as a director of the Gummow Family Foundation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Block is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2014. Outside of his advisory role, he serves as a referee for an adult soccer league in St. Augustine, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary portfolio management, fund advisory, and the delivery of model portfolios.

Joseph Reynolds is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp and Securities America. In addition to his advisory role, he is an insurance agent offering insurance-related products under the DBA Financial Designs. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.