Brent Brodeski is a CFP®, CFA®, and Series 63 licensed financial advisor with 28 years of industry experience. He is currently with Savant Wealth Management in Rockford, IL, and has been with the Savant affiliated firms since 2012. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a range of affiliated implementation services.

Cory Barel is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has been with Savant Wealth Management in Rockford, IL, since 2019, serving in various capacities at the firm. Savant Wealth Management provides comprehensive wealth management, portfolio management, and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Robert Stranges is a CFP® professional with 21 years of industry experience. He is currently with Savant Wealth Management and has previously worked at Empower Advisory Group, Charles Schwab and Co., Inc., and TD Ameritrade. Outside of his advisory role, he manages Pupterra LLC, an outdoor adventure resource that provides gear reviews, trip guides, and land and camp rental opportunities. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Michael Mulford is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1985, also working at Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a power of attorney for two entities based in Rockford, Illinois. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base, including individuals, high-net-worth clients, and corporate fiduciaries. The firm integrates with Bank of America’s corporate platform to deliver a wide range of investment products and services.

Aaron Urbelis is a financial advisor at Charles Schwab in Rockford, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Charles Schwab since 2017 and previously held positions at The Studio and LensCrafters. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, written advice policies, and alternative investment options.

Jonathon Bowker is a financial advisor at Robert Baird & Co. in Rockford, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Robert Baird & Co. since 2008. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services tailored to client goals, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Michael Fasano is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its related entities since 2022, previously spending six years at Associated Investment Services, Inc. He is also a partner at Mutually Focused Financial Advisors, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, including access to affiliated and third-party managers, various program structures, and ongoing client supervision.

Kelly Eickstead is a financial advisor at Edward Jones in Beloit, WI, holding the ChFC® and Series 66 designations with nine years of industry experience. She has been with Edward Jones since 2016. Outside of advising, she maintains an active Mary Kay distributorship and serves on the Finance Committee of YWCA Rock County, providing spending and investment policy guidance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Daniel Fetty is a financial advisor with Raymond James & Associates in Loves Park, Illinois, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, he worked at True Value Company from 2017 to 2021. He serves on the Board of Directors and Finance/Investment Committee for the United Way of Greater McHenry County. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting across a broad client base, including individuals, institutions, and public entities, delivering non-discretionary advice supported by extensive research and a large affiliate network.

Jeremy Mashburn is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Prior to his advisory career, he worked at Federal Express for 25 years. He is also involved in providing tax preparation and planning through his business, Mashburn Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing multiple investment platforms and a range of discretionary and non-discretionary implementation options.

Daisy Fernandez is a ChFC® with 13 years of industry experience, currently serving clients at Edward Jones since 2020. Her prior experience includes roles at BMO Harris Bank and JPMorgan Chase, encompassing both banking and securities positions. 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 strategies, tax-efficient services, and affiliated investment products.

John O'Connor is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Commonwealth Financial Network for seven years. Outside of his advisory role, he is a musician, songwriter, and recording artist. 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 broad range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and technology.

Jennifer Reisinger is a financial advisor with Edward Jones in Rockford, IL. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

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, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Amcore Investment Services since 2007 and joined LPL Financial in 2021. Outside of his advisory roles, he is the owner of Bamboo Enterprises, Inc., an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

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.