David Koch is a financial advisor with LPL Financial in Rockford, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, Robert Baird & Co., and Ameriprise Advisor Services. 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, third-party asset management, and institutional platforms.

Justin Seivert is a financial advisor with OSAIC based in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. He also serves on the agent advisory board for the National Catholic Society of Foresters Insurance company, advising on product offerings and industry trends. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to construct diversified portfolios.

Kristine White is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. Her prior experience includes roles at VOYA Financial Advisors and operating Waterside Financial Advisors, where she provides tax preparation and accounting services. She is also an independent insurance agent in Rockford, IL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing 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 both proprietary and third-party investment strategies tailored to client objectives.

Erica Hoffman is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering customized financial planning and consulting services with a variety of portfolio management strategies.

Peter Junor is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the CSMJ group of Merrill in 2016, where he collaborates with a team to assist clients in identifying their primary financial goals and developing tailored wealth management strategies. His services include asset allocation, education funding, retirement planning, tax minimization strategies, estate planning, and ongoing implementation and maintenance of these plans. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7 and 66 FINRA registrations. He earned a Bachelor of Science degree with a double major in Economics and Finance from Illinois State University in Normal, IL. His areas of focus encompass college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Peter's personal interests include camping, golfing, and traveling.

Daniel Reece is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. Before joining Raymond James in 2019, he worked for BMO Harris Financial Advisors for five years. Outside of his advisory role, he owns and manages rental real estate properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, and provides financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

James Rose Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 10 years of industry experience. He has worked at Edward Jones and multiple Blackhawk entities before joining First Mid Bank and Trust in Beloit, WI, where he currently serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients evaluate potential outcomes and supports a broad network of advisors with specialized programs and institutional consulting.

Suzanne Holt is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. She previously worked at Ameriprise Financial Services and Regulus Financial Group. In addition to her advisory work, she is president and CEO of The Front Line Foundation, which supports fallen first responders and military personnel, and leads a large global sales team as an independent consultant and Silver Senior Vice President with Norwex. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, through discretionary and non-discretionary portfolio management and access to third-party money managers. The firm offers a multi-manager platform with various program structures and has over $256 billion in assets under management.

Bryan Theis is a CFP®-designated financial advisor with Edward Jones, based in Beloit, WI. He has 25 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Tanya Arreguin is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2020 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its investment recommendations.

Justin Seeley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at First National Bank and Trust and Cetera Investment Services LLC. Outside of his advisory work, he has experience providing administrative and clerical assistance in investment and brokerage management roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Vanessa Day is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2008. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers and offering a range of investment strategies and overlays.

Mary Laudicina is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2008. In addition to her advisory role, she has worked as a part-time independent beauty consultant for Mary Kay Cosmetics, Inc. since 1997. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services.

Amy Hatch is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise in various capacities since 2001. Outside of her advisory role, she is involved in organizing and participating in her high school reunion activities for Beloit Memorial High School. 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 clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice based on investment research and tax-aware withdrawal strategies.

Erin Calkins is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She has been with Robert Baird since 2005 and holds a Series 66 designation. Outside of her advisory role, she serves as a board member of B&B Tool Company and the Pregnancy Care Center in Rockford, IL. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Ronald Brierton is a financial advisor with RBC Capital Markets in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through various advisory programs, utilizing a combination of in-house and third-party investment managers.

John Manis is a financial advisor at Edward Jones in Rockford, IL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Edward Jones for his entire advisory career, beginning in 2013. 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 and investment solutions through a nationwide network of more than 23,000 financial advisors.

Allan Larson is a financial advisor with Ameriprise in Caledonia, IL, holding Series 63 and Series 66 registrations and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is involved in franchise consulting. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Erik Valenza is a financial advisor with Ameriprise in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, he owns CWAG, LLC, a non-investment-related business. Ameriprise is an institutional firm offering a retirement-income planning service aimed at clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Lisa Capriotti Angileri is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Rockford Preferred Insurance Services LLC and Pruco Securities, LLC for over 20 years. Her background includes service and sales related to medical insurance and variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.