Thomas Custer is a financial advisor with Morgan Stanley in Rockford, Illinois, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery tools and firm-approved methodologies to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nicole Morig is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise, Wells Fargo Clearing, and Illinois Bank & Trust. Prior to her financial services career, she spent six years with the Rockford Park District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of thousands of advisors and offers a range of advisory programs and investment solutions operating under a fiduciary standard.

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 at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of his advisory role, he serves on the agent advisory board for the National Catholic Society of Foresters Insurance company, providing guidance on insurance products and industry trends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, supported by proprietary tools and multiple third-party platforms.

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.

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.

Tanya Arreguin is a financial advisor at J.P. Morgan Securities with 6 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2020. She also has 15 years of tenure with JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

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.

Angela Whittenburg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Randall Wealth Management and Alden Debes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement 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 solutions and platform arrangements tailored to client objectives.

Michael Donnelly is a financial advisor at Edward Jones in Rockford, IL, holding Series 63 and Series 66 licenses with 27 years of industry experience, all spent at Edward Jones. Outside of his advisory role, he is a silent partner in an educational business focused on civics and citizenship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Eric Dahl is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Belvidere, Illinois. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns CWAG, LLC, a business entity not related to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide tailored recommendations within a managed account framework.

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.