Jonathan Urish is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Beloit College for 25 years. Outside of his advisory role, he serves as an election official and is a board member of Friends of Riverfront in Beloit, as well as a director of The Catapult Foundation, which supports data fluency initiatives for under-resourced youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through its WealthPlan service while maintaining separate relationships for planning and asset management.

Alexandra Branca is a CFP® professional with 13 years of experience at Raymond James & Associates. She serves as President of the Northern Illinois Hospice Foundation, where she oversees board operations and financial reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alisa Lee is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC before moving to Wells Fargo Clearing in 2016. Lee holds a Series 63 designation. Outside of her advisory role, she has partial ownership in a rental property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Mathiesen is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering various planning topics, with options to combine planning and managed-account services under its WealthPlan program.

Joey Lovgren is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise Financial Services, Inc. and Sigma Financial Corporation. Outside of his advisory role, he is involved with Upstream Investment Partners, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Alexander Tabb is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A., where he worked for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and technology-driven strategies.

Karre Cromwell is a financial advisor at Edward Jones in Rockford, IL, holding the ChFC® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones, he worked at Bealls Outlet and operates a consulting business, HomeTeam Sports Advisors, which assists student athletes in creating introductory packages for college coaches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Justin Jones is a financial advisor with Ameriprise in Byron, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and First Residential Services Inc. Outside of advising, he is involved in real estate ownership focused on multi-family properties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

David Boccignone is a financial advisor with Ameriprise in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rockford Art Museum and pursues painting, with plans to sell his artwork. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to support its advisory services.

Sarah Faulkner is a financial advisor with LPL Financial in Loves Park, IL, holding Series 63 and Series 66 licenses with six years of industry experience. She has worked at LPL Financial since 2022 and previously at CUNA Brokerage Services, Inc. and Consumers Cooperative Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

William Osborne is a financial advisor with Charles Schwab in Rockford, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Charles Schwab since 2014 and is also involved with SMG Management since 2010. Outside of his advisory role, Osborne serves as a trustee of the Knights of Columbus St. Rita Council and participates in community activities as an usher and mascot for the local professional ice hockey team. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Holly Muth is a Series 66-licensed financial advisor with Edward Jones in Roscoe, IL, where she has worked for 16 years. She is co-owner of Scott D Muth LLC, a rental business, and has participated in election administration and poll work in Beloit, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Joshua Greenfield is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of a family lake home through Greenfield Brothers, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support diversified investment strategies and provides both brokerage and advisory solutions at scale.

Gregg Bowen is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. Outside of his advisory role, he serves as a pastor at Immanuel Lutheran Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to research, model portfolios, and various technology-driven investment solutions.

Stephen Knutson is a Financial Advisor with Merrill Lynch Wealth Management, offering over 20 years of experience in the financial industry. He provides expertise in areas including investing, retirement planning, family wealth management, institutional consulting, small business strategies, philanthropic planning, and tax mitigation strategies. Additionally, Stephen supports clients with specialized services encompassing banking, credit, financing, retirement options, and trust services. He holds a Bachelor's Degree from DePaul University and the Personal Investment Advisor (PIA) professional designation. Stephen emphasizes building lasting client relationships based on trust, transparency, and tailored financial advice that aligns with individual priorities and goals. His professional philosophy centers on helping clients identify what is most important and offering guidance on efficiently supporting those values. Outside of his professional role, Stephen is involved with organizations such as the Aurora Sportsmen's Club and contributes to community groups including 21st Century Game Film at Harlem High School, Carlson Ice Arena, and First Covenant Church. His personal interests include boating, hunting, ice hockey, music, running, scuba diving, swimming, tennis, woodworking, and spending time with his family.

Julie Tesluk is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Prairie Hill Elementary School District #133 for nine years. Tesluk has an interest in financial investments through her involvement with Jones Financial Companies, L.L.L.P. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Brian Bruhn is a financial advisor at Edward Jones in Beloit, WI, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining Edward Jones in 2023, he held positions at various companies including Primerica Financial Services and WW Grainger. Outside his advisory role, Bruhn co-owns Janesville Juice Bar, a local business focused on fruit and vegetable juice sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Trevor Kornfeld is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His work history includes multiple roles at Charles Schwab as well as periods of full-time education and employment at the YMCA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary guidance and access to discretionary separate managed accounts.

Kevin Heideman is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved in managing real estate holding companies and co-owns an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Matthew Montalbano is a CFP® with 27 years of experience currently affiliated with RBC Capital Markets in Rockford, IL. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. He serves on the Board of Directors for The Workforce Connection, an organization focused on workforce development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with portfolio management and financial planning services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.