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.

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 at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and 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, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Michael Foreman is a financial advisor with OSAIC in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously spent 30 years with Lincoln Financial Advisors Corporation. Foreman serves as the immediate past president of the Rockford Rotary Club and coaches middle school boys volleyball. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Tim Spinker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 42 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 40 years. He is also involved in the insurance sector through Rockford Preferred Insurance Services, focusing on individual and employer-sponsored medical insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation, offers access to third-party asset managers, and supports a range of financial planning and consulting services.

Paul Green is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

Prudence Harker is a financial advisor with Equitable Advisors in Beloit, WI, holding Series 63 and Series 65 credentials and having 47 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond advising, she serves as Vice President of the KANDU Endowment Fund and participates on several local nonprofit committees, including the Stateline Community Foundation and the Beloit Health System Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering diversified investment options and ERISA fiduciary services without sponsoring its own wrap fee program.

Sean Vanhille is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family trusts in Janesville, Wisconsin. 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, utilizing research and analytics grounded in diversification and modern portfolio theory.

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.