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.

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.

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 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 in Rockford, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She previously worked for Rockford Preferred Insurance Services LLC and Pruco Securities, LLC for 20 years. In addition to her advisory role, she is involved in insurance sales through Rockford Preferred Insurance Services. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, supported by an integrated platform that includes insurance products and a collateralized lending program.

James Widstrom is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliate since 2016. Widstrom is also involved with Engen Legacy LLC, where he works as an Associate Advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients near or in retirement, providing written recommendation reports and ongoing advice focused on income planning and tax-aware withdrawal strategies.

Thomas Peterson is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked at several firms including Ameriprise Financial Services, Inc. and Sigma Financial Corporation. Outside of his advisory role, he has worked as a delivery driver for Pizza Hut and DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Plummer is a financial advisor with MassMutual Investors Services in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes nine years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Plummer engages in freelance video production, performs occasionally as a paid musician, and serves as an appointed commissioner on the Planning & Zoning Commission for Cherry Valley, Illinois. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with an emphasis on collaborative, annual planning relationships.

Michael Hibbard is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and Alpine Trust & Investment Services. Outside of his advisory work, he is a member of SWAG Pro, LLC, a business unrelated to investment services. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Leah Fink is a financial advisor with LPL Financial in Roscoe, IL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with LPL Financial since 2018, following prior roles at SII Investments Inc and other positions outside the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by extensive research and model portfolios.

Steven Scholl is a CFP® with 14 years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior roles include positions at Byron Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he serves as Treasurer for American Legion Post 209, a nonprofit veterans organization in Byron, IL. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory and brokerage services to individual and institutional clients. The firm customizes investment strategies based on clients’ risk profiles, utilizing both internal and third-party managers across various portfolio management programs.

Carl Gnewuch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Merrill Lynch/Bank of America and was involved with Prince of Peace Lutheran Church in Rockford, IL. He also serves as Finance Board Chairman for Kindle Servant Leaders in Bloomington, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Derek Erwin is a CFP® professional with 20 years of industry experience, currently serving at Raymond James & Associates since 2007. He holds the Series 66 designation and is based in Loves Park, IL. Derek participates as a committee member on the Rockton School District #140 board, which oversees his children’s K-8 education. 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, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Andrew West is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting clients with managing concentrated stock positions and navigating key financial transitions such as retirement, inheritance, or the sale of a business. Andrew also provides access to Bank of America Private Bank’s trust and estate planning services, as well as Bank of America's credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Andrew’s expertise includes college education planning, executive and equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, and socially responsible investing. He holds a Bachelor's Degree from Eastern Illinois University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Beyond his professional role, Andrew is involved with the Roscoe/Rockton Jr. Indians Football and Cheer program and the Roscoe United Methodist Church. His personal interests include adventure sports, boating, cooking, football, hunting, skiing, spending time with his family, and traveling.

Daniel Leonard is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 22 years of industry experience, including roles at LPL Financial and Byron Bank. Leonard has been with Cambridge Investment Research Advisors since 2018. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary models, third-party managers, and various custody platforms.

Quinten Daughtry is a financial advisor at Stifel in Rockford, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining Stifel, he worked at Associated Bank and has experience in the automotive and service industries, as well as a background in full-time education. Outside of his advisory role, he is involved as an owner and general operations manager of a real estate management entity. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking asset allocation and financial planning analyses.