Bradley King is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Amcore Investment Services, Inc. for five years and Ameriprise for one year. Bradley operates out of Rockford, IL. 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, supporting client strategies with both discretionary and non-discretionary options.

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 serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for eight years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Laloggia is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Laloggia serves as an advisory board member for a church organization and acts as a trustee for a charitable remainder trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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.

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 holding a Series 66 designation with one year of industry experience. His work history includes roles at R.W. Baird, ABC Supply, ForeverLawn Chicago, and self-employment prior to joining Osaic. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Maxwell Licary is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and two years of industry experience. His prior work includes roles at Commonwealth Financial Network, Securities America, and Northwestern Mutual. Licary served in the Armed Forces for six years before beginning his financial career. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including model portfolios and third-party asset management, supported by technology tools for advisors.

Damon De Dario is a financial advisor with J.P. Morgan Securities in Rockford, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has an ownership interest in Toadario LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes a range of regulatory registrations and derivatives capabilities.

Mary Haverly is a financial advisor with LPL Financial in Rockford, IL, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at International Assets Investment Management, LLC, J.P. Morgan Securities, and Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and operational tools.

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 credentials and bringing 29 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he has operated Keres tes Tax and Financial Services for over 30 years. In addition to his advisory role, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Tamie La Torre is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. Her career includes multiple tenures with Ameriprise spanning over a decade, as well as a brief role at Burch Dental. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Fatin Said is a financial advisor with Mass Mutual Investors Services in Rockford, IL, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. Said has worked with Massachusetts Mutual Life Insurance Company since 2017 and with Mass Mutual Investors Services since 2016. MassMutual’s subsidiary MML Investors Services, LLC, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements and offers a range of services including event-driven and employer-sponsored planning programs.

Jacob Fitzgerald is a CFP®-certified financial advisor with Ameriprise, based in Loves Park, IL, and has 31 years of industry experience. He has worked at Ameriprise and its affiliates since 2009. Outside of advising, he owns and operates Stumpys Pub, a bar in Rockford, Illinois. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Marjorie Larson is a financial advisor at Osaic Wealth with 48 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, she worked at American Portfolios for 17 years and operated Certified Consulting Services, Inc. for over three decades, providing financial planning services to individual clients. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and the use of third-party money managers.