Shane Stuart is a Series 66 licensed financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. His prior experience includes roles at Cambridge Investment Research Inc. and community involvement as a high school golf coach and treasurer of a local scholarship fund. He also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various platforms and proprietary model strategies to support discretionary and non-discretionary management.

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.

Scott Englehart is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Englehart is a singer in a local performing band called Rock5ive and serves as a business administrator for SLE Services Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mrudangi Desai is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and beginning her advisory career in 2023. Prior to joining Ameriprise, she worked at Questrade Financial Group and has experience across multiple roles including positions at FGF Brands Inc and Morneau Shepell. Her background also includes several periods of full-time education at the University of Waterloo. 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 annual 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, Illinois, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. Prior to joining Wells Fargo in 2016, he spent 14 years with Stifel. Outside of his advisory work, Gummow is a director of the Gummow Family Foundation and has a majority ownership stake in Moving Angels of Madison, a nonprofit organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from the Wells Fargo Investment Institute and third-party sources.

Shandra Thomas is a financial advisor with LPL Financial based in Beloit, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2021, she worked at BMO Harris Bank NA for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Brittany Metz is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and nine years of industry experience. She has been with Raymond James since 2017 and previously worked at Scentsy for two years. Outside of her advisory role, she is involved as a registered associate and chief operating officer at Montgomery Financial Services. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a variety of advisory programs and specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Block is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2014. Outside of his advisory work, Block 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joseph Reynolds is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes long tenures with Investacorp Advisory Services and Securities America firms. He is also active as an insurance agent offering insurance-related products through a separate business. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, delivering a broad range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is known for its scale, complex affiliate network, and integration of multiple custodial and investment program arrangements.

Kelsey Knudson is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2023. Prior to that, she spent seven years at JP Morgan Securities and five years at JP Morgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Andrew Latino is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at 5/3 Bank and Midwest Financial Associates. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports in partnership with advisors.

Grant Heinberg is a financial advisor with Robert W. Baird & Co. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Festival Bakery, American Community Wealth Management, and American Community Bank & Trust, as well as teaching positions at the University of Wisconsin Whitewater and local schools. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth 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.

Steven Steiner is a Series 66 licensed advisor at Thrivent Investment Management in Rockford, IL, with nine years of industry experience. He has worked at Thrivent Financial and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services and focuses on financial advisory relationships without discretionary trading authority.

Jeffrey Marrs is a financial advisor with Morgan Stanley in Rockford, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as experience at Boylan Central Catholic High School and Machinery Source LLC. Outside of finance, he is involved in agricultural work with Marrs Farms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker‑dealer serving both individual and institutional clients. The firm offers advisory programs focused on tailored financial planning supported by firm-approved tools and a broad range of investment and planning services.

Jeffrey Luedke is a financial advisor with Stifel in Rockford, IL, holding a Series 66 designation and eight years of industry experience. He has been with Stifel Nicolaus & Company Inc. since 2018. Prior to his advisory career, he worked at Trader Joe’s and UNA Purchasing Solutions. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Christopher Mueller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2022, he worked at Country Trust Bank, Country Capital Management Company, and Country Companies Insurance for over two decades. He also serves on the board of directors for The Harvard State Bank, participating in oversight of the institution’s management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Amy Harris is a financial advisor with Ameriprise in Rockton, IL, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is employed by Engen Legacy LLC, where she provides client advice and services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing assets managed within Ameriprise accounts.

Caleb Hartmann is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Service Master, Edward Jones, Umpqua Bank, and Raymond James. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports that integrate assets held both inside and outside Ameriprise accounts.