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® 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. 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.

Ryan Benton is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2020 before joining Thrivent. Outside of his advisory role, Benton creates product review content for Amazon and TikTok. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across various financial planning topics. The firm offers ongoing or one-time engagements without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Tammy Schindler is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2005. Outside of her advisory role, she assists occasionally with office duties at River Bend Builders, a general contracting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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 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.