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, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and Byron Bank. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Quinten Daughtry is a financial advisor at Stifel with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Stifel in 2023, he held positions at Associated Bank, several automotive dealerships, and spent seven years in full-time education. He is also involved in managing a real estate-related business outside of his advisory role. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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 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.