Scott Stauffer is a CFP®-certified financial advisor with Raymond James & Associates, bringing 36 years of industry experience. He has been with Raymond James since 2010 and also serves as a part-time arbitrator for FINRA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers tailored, non-discretionary investment advice supported by extensive research and a variety of portfolio management strategies.

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 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.

Ronald Montgomery is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2016 and also owns Montgomery Financial Services LLC. Outside of his advisory role, he owns and manages Montgomery Property Management, LLC in Rockton, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools to guide client decisions and supports specialized municipal and employer-based retirement plan consulting.

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.

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 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.

Jeffrey Carson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at INVEST Financial Corporation for 14 years before joining LPL Financial in 2018. Carson is also associated with Carson Investments, Inc., a separate business entity for tax and investment purposes. 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.