Jessica Snyder is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, using a multi-provider model that includes platform management by Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Jeremy Mashburn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and previously worked at Federal Express for 25 years. Outside of advisory services, he owns and operates a tax preparation and planning business, MASHBURN TAX ADVISORS, in addition to engaging as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering multiple platform solutions and proprietary model strategies.

Daisy Fernandez is a ChFC® with 13 years of industry experience, currently serving clients at Edward Jones since 2020. Her prior experience includes roles at BMO Harris Bank and JPMorgan Chase, encompassing both banking and securities positions. 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 strategies, tax-efficient services, and affiliated investment products.

John O'Connor is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has held prior roles at Commonwealth Financial Network, Kestra Investment Services, and MSI Financial Services. Outside of his advisory work, he is a musician, songwriter, and recording artist. 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 portfolios, third-party asset management, and institutional platforms.

Jennifer Reisinger is a financial advisor with Edward Jones in Rockford, IL. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Shane Stuart is a Series 66 licensed financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. His prior experience includes roles at Cambridge Investment Research Inc. and community involvement as a high school golf coach and treasurer of a local scholarship fund. He also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various platforms and proprietary model strategies to support discretionary and non-discretionary management.

Michelle Bowman is a financial advisor at Edward Jones in Rockford, IL, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is involved in community organizations, serving as Vice President of the Edgewater Neighborhood Association and as a Board Member and Vice President of the Rockford Network of Professional Women. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors.

Daniel Block is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2014. Outside of his advisory work, Block serves as a referee for an adult soccer league in St. Augustine, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joseph Reynolds is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes long tenures with Investacorp Advisory Services and Securities America firms. He is also active as an insurance agent offering insurance-related products through a separate business. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, delivering a broad range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is known for its scale, complex affiliate network, and integration of multiple custodial and investment program arrangements.

James Easton is a CFP® with 40 years of industry experience. He is currently with OSAIC, joining the firm in 2023, and previously worked at SagePoint Financial, LPL Financial, and Mutual Service Corporation. Outside of his advisory role, he is a proprietor advising and selling fixed life and annuity products. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Sean Considine is a financial advisor with LPL Financial in Byron, Illinois, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Byron Bank, Lawson Products, and Headon and Considine's Market. Outside of his advisory work, he is involved with a farm operation through a crop share arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on combining scale and diverse financial offerings alongside its advisory services.

Cynthia Byrd is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1999. She has 37 years of industry experience, including prior work at Polo National Bank and First Bank South. Outside of her advisory role, she and her spouse are joint owners of commercial property and farmland in Oregon, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Adam Ludwig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously worked at IPI Wealth Management, Inc. He serves as a board director at Exchange State Bank and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers access to multiple platforms and custodians, proprietary model strategies, and third-party advisory services.

Nicole Morig is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise, Wells Fargo Clearing, and Illinois Bank & Trust. Prior to her financial services career, she spent six years with the Rockford Park District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of thousands of advisors and offers a range of advisory programs and investment solutions operating under a fiduciary standard.

Charles Schaeffer is a CFP®-designated financial advisor at Edward Jones with five years of industry experience. He has held roles at Edward Jones since 2020 and previously worked at Fastenal and Brothers Country Supply. 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 investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristine White is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked at Cambridge since 2020 and previously held roles at VOYA Financial Advisors and Waterside Financial Advisors, where she has also provided tax and accounting services as a CPA and enrolled agent. In addition to her advisory work, she operates as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Suzanne Holt is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. She previously worked at Ameriprise Financial Services and Regulus Financial Group. In addition to her advisory work, she is president and CEO of The Front Line Foundation, which supports fallen first responders and military personnel, and leads a large global sales team as an independent consultant and Silver Senior Vice President with Norwex. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, through discretionary and non-discretionary portfolio management and access to third-party money managers. The firm offers a multi-manager platform with various program structures and has over $256 billion in assets under management.

Angela Whittenburg is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 65 designation and has previously worked at Randall Wealth Management and Alden Debes. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Michael Donnelly is a financial advisor at Edward Jones in Rockford, IL, holding Series 63 and Series 66 licenses with 27 years of industry experience, all spent at Edward Jones. Outside of his advisory role, he is a silent partner in an educational business focused on civics and citizenship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Manis is a financial advisor at Edward Jones in Rockford, IL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Edward Jones for his entire advisory career, beginning in 2013. 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 and investment solutions through a nationwide network of more than 23,000 financial advisors.