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 at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 credentials and has been with LPL Financial since 2018. Prior to that, she worked at SII Investments Inc and has experience outside the financial sector, including positions at Texas Roadhouse and Madison Area Technical College. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

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.

Lisa Richard is a financial advisor at Edward Jones in Rockford, IL, holding a Series 66 designation. She joined Edward Jones in 2024 and has prior experience at the Boone County Sheriff's Department and various educational institutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products through a large network of financial advisors nationwide.

Matthew Brandt is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2016. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kristen Ericson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James since 2008, based in Loves Park, IL. Raymond James & Associates, Inc. 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 investors, pension plans, and charitable organizations, offering financial planning and investment consulting through various advisory programs and institutional solutions.

Scott Bloom is a financial advisor with Raymond James Financial in Belvidere, IL, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at firms including FNBO, PNC Investments, and LPL Financial. He is also associated with First Investments and Planning, a DBA used by his group at FNBO. 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 supports municipal and public finance work through unique affiliations among large institutional advisors.

Zachary Bargman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has worked primarily with Thrivent Financial and Thrivent Investment Management since 2022. Outside of his advisory role, he serves as a board member for Katie's Cup, a nonprofit coffee house involved in community work. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations directly. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs while keeping services distinct.

Bradley King is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has previously worked with Amcore Investment Services and Ameriprise. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eli Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Fiorentino, Larson and Associates. Outside of advisory roles, he has experience in landscaping and customer service positions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with a focus on dependable income sources and tax-aware withdrawal strategies.

Jason Werner is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds Series 63 and Series 66 licenses and is based in Rockford, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Michael Laloggia is a financial advisor with Wells Fargo Clearing in Rockford, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Laloggia serves on the advisory board of the Net Foundation, a church organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, employing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Nicholas Kloster is a CFP® professional with 14 years of industry experience, currently serving as an advisor at LPL Financial since 2021. Prior to this, he worked at Edward Jones for nine years. His practice is based in Rockford, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with various advisory platforms and operational tools while overseeing over $819 billion in discretionary assets.

Cole Kirchhoff is a financial advisor with LPL Financial in Rockford, Illinois, holding a Series 66 designation and eight years of industry experience. He worked at the Laborer's International Union of North America #1035 for twelve years before joining LPL Financial in 2017. Outside of his advisory role, Kirchhoff owns and operates a landscaping business called Level Up Lawn Service. 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, managed portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.