Joey Lovgren is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise Financial Services, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging technology tools to support a large network of investment adviser representatives.

Alexander Tabb is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2015 to 2025, and at PNC Wealth Management from 2013 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

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, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at LPL Financial since 2022 and previously was affiliated with CUNA Brokerage Services, Inc. and Consumers Cooperative Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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.

Mc Kenna Marcinkowski is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked in various roles including government service with DeKalb County and in the hospitality sector. Outside of advising, she owns a custom T-shirt sales business called Made by Mack. 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 strategies, supported by a large nationwide network of advisors and branch offices.

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 over 26 years of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, Ameriprise, and A. G. Edwards & Sons. Outside of his advisory work, he serves as a pastor at Immanuel Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and extensive non-advisory financial services.

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.

Trevor Kornfeld is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 63 and Series 66 securities licenses. Prior to his current role, Trevor has had periods of full-time education and worked with 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios alongside alternative investment options.

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.

Adam Ludwig is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cambridge Investment Research Advisors since 2016, previously working at IPI Wealth Management, Inc. He serves as a board director at Exchange State Bank and is an independent insurance agent associated with Anchor Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Alec Gober is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Alec provides guidance on a range of financial topics, including general investing, retirement planning, and preparing for unexpected expenses. He also offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Alec holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Polo Community High School, an Associate's Degree from Sauk Valley Community College, and a Bachelor's Degree from Western Illinois University, where he also attended prior without degree conferment. Alec emphasizes building ongoing relationships with clients to provide continuous advice and guidance as their financial needs evolve.

David Jones is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Walter Wayne Development Company. Outside of advisory work, he owns a business that formalizes his investment approach and shelters his assets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a range of portfolio management styles supplemented by in-house research and model manager options.

Carrie Loven is a financial advisor at Raymond James Financial with 12 years of industry experience and holds a Series 66 designation. She has previously worked at Blackhawk Wealth Advisors and has been associated with First Mid Wealth Management since 1991. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to guide client decisions.