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 in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2021 and has concurrently worked at Amcore Investment Services, Inc. since 2005. 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 programs, incorporating discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked at Edward Jones for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cole Kirchhoff is a Series 66-licensed financial advisor with LPL Financial, based in Rockford, Illinois. He has eight years of industry experience, including twelve years with the Laborer's International Union of North America #1035 prior to joining LPL in 2017. Outside of his advisory role, Kirchhoff owns and operates Level Up Lawn Service, a landscaping business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs and provides both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Anthony Binotti is a financial advisor at Edward Jones in Rockford, IL, holding a Series 66 designation. He has one year of experience in the industry and has previously worked at ADP and Atlas Financial Holdings, Inc. Binotti's background also includes roles at Illinois State University, University of Wisconsin Platteville, and Randy's Cycle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Simeon Hanson is a financial advisor at Osaic Wealth Inc. with a Series 66 credential and one year of industry experience. His prior work includes roles at R.W. Baird, ABC Supply, ForeverLawn Chicago, and self-employment. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party money managers to construct diversified portfolios and supports various managed-account solutions and legacy platform transitions.

Damon De Dario is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also associated with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he owns a rental property through his company, Toadario LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Mary Haverly is a financial advisor at LPL Financial in Rockford, IL, holding a Series 66 license with 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and International Assets Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Lana Engen is a financial advisor with Ameriprise in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as a consultant for Engen Legacy LLC, providing financial advisory services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers detailed retirement planning reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Jennifer Thorvalson is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She has held her current role since 2018 and previously worked at First Heartland Capital, Inc. from 2001 to 2018. She holds Series 63 and Series 65 registrations. She is part of The DDK Group within Baird’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Erna Colborn is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. She has prior experience teaching community education classes at Rock Valley College and was involved with the Alzheimer's Disease and Related Disorders Association. Outside of her advisory role, she continues to engage in community education through Rock Valley College. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, notable for its extensive advisor and branch network.

Ariel Esquivel is a financial advisor with Morgan Stanley in Rockford, IL. He holds a Series 66 designation and has been with Morgan Stanley since 2026. Prior to this, his background includes roles in staffing, landscaping, and education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Michael Kerestes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has operated Keres Tes Tax and Financial Services since 1996. Outside of his advisory role, he is involved in tax preparation and accounting through his ownership of Kerestes Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technologies such as machine learning across discretionary and non-discretionary management strategies.