Tamie La Torre is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliates since 2011, with a brief period at Burch Dental. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal planning.

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 CFP® with 48 years of industry experience. She is currently with OSAIC and previously worked for American Portfolios for 17 years. Larson also owns Certified Consulting Services, Inc., a financial planning firm serving individual clients. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisers.

Robert Panzloff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. He has worked at Raymond James Financial since 2020 and previously spent three years at Goodwill Industries. 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 financial planning, investment consulting, and municipal advisory services.

Tori Black Belt is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Amy Galluzzo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Raymond James in 2023. 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, institutional accounts, and municipal entities, offering financial planning and consulting primarily through non-discretionary arrangements supported by extensive research and multiple portfolio management styles.

Michael Foreman is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. Foreman holds Series 63 and Series 65 licenses and is active in his community as the immediate past president of the Rockford Rotary Club and as a boys volleyball coach at Gifted Academy at Thurgood Marshall School. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.

Tim Spinker is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he spent 40 years with Pruco Securities, LLC. Outside of his advisory role, he is involved with Rockford Preferred Insurance Services, which provides individual and employer-sponsored medical insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance product sales through an affiliated agency and utilizes various portfolio management strategies including discretionary and third-party managed accounts.

Paul Green is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Sean Vanhille is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts in Janesville, Wisconsin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Tara Harris is a financial advisor with Edward Jones in Rockford, IL, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Gerard is a financial advisor with Charles Schwab in Rockford, Illinois, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Charles Schwab since 2013. Gerard serves as a board member for the Pheasant Ridge Homeowners Association and participates in local government through the Village of Fontana Fire & Police Commission and as secretary for a homeowners association. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory, brokerage, custody, and financial planning services. The firm employs a primarily non-discretionary client relationship model, combined with access to discretionary separately managed accounts through its affiliate, Charles Schwab Investment Management.

Virgie Taylor is a CFP® professional with eight years of experience in financial advising. She has worked at RBC Capital Markets since 2020 and previously was employed by Associated Bank and Alpine Bank/Midland States Bank. She is based in Rockford, IL, and holds the Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

David Casalena is the Senior Resident Director and Wealth Management Advisor at Merrill's Rockford, IL office. He joined Merrill in 1992 and leads a team that works with individuals and families navigating significant life transitions, such as retirement, home purchases, divorce, or the death of a spouse. David also has extensive experience assisting clients with the distribution options of employer-sponsored plans and company stock plans, including business owners and corporate executives with substantial stock options. He earned a Bachelor's degree from Rensselaer Polytechnic Institute and holds the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) credential. David's advisory approach involves helping clients prioritize their essential goals, wishes, and concerns to foster confident financial decisions, protect their financial lifestyle, and manage investment risk thoughtfully. David is active in his community, serving as Chair of the Rosecrance Health Network's Foundation Board and coaching youth baseball and hockey in Rockford. He is also a board member of Rosecrance, Inc. David resides in Rockford with his wife, Jennifer, and their two children, Saxon and Kash.

Jason Crouch is a financial advisor with Stifel in Rockford, IL, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Stifel since 2018 and previously spent five years at B.C. Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance intended to support client decision-making.

Fred Belknap is a financial advisor with LPL Financial in Rockford, IL, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2023, he spent 11 years with Spc and Sigma Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by in-house and third-party research.

Gary Love is a CFP® professional with 28 years of industry experience. He is currently affiliated with Osaic Wealth and has also worked with Robert W. Baird & Co. Inc. for over 16 years. In addition to his advisory work, he serves on the Investment and Finance Committee of Rockford Christian Church. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Holly Mathiesen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and over 22 years of industry experience. She has worked at Thrivent Investment Management and Thrivent Financial for Lutherans since 2003. Outside of her financial advisory role, she occasionally performs as a musician, singing or playing instruments primarily in church settings. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various financial planning topics. The firm allows clients to combine planning with managed-account programs under a consolidated billing option but does not provide discretionary trading authority for its planning services.

Ryan Jeffrey is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of advisors and branches.