Elise Rand is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. She has worked at both Commonwealth Financial Network and Crabtree Financial Group, LLC since 2019. Rand is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Zulfiqar Naqvi is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining PNC, he worked at Edward Jones, Bank of America, Merrill, and several other financial firms. Outside of his advisory role, he was an owner and operator of a taxi business for 10 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven portfolio selection and implements investments via approved model strategies managed by PNC or third-party strategists.

Jonathan Hoskins is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Seyller Financial Group, LLC and KP Counseling. Outside of his advisory role, he is also an insurance agent involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services, utilizing a platform-centered approach that incorporates models managed internally, by third parties, and by advisors.

Kelly Eickstead is a financial advisor with Edward Jones in Beloit, WI, holding the ChFC® and Series 66 designations and bringing nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, Kelly maintains an active Mary Kay distributorship and serves on the finance committee of the YWCA Rock County in Janesville, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services supported by a large nationwide network of advisors and branches.

Jeremy Mashburn is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Prior to his advisory career, he worked at Federal Express for 25 years. He is also involved in providing tax preparation and planning through his business, Mashburn Tax Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing multiple investment platforms and a range of discretionary and non-discretionary implementation options.

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.

Mark Peiffer is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones for seven years before joining LPL Financial, where he has been since 2023. Peiffer also operates Peiffer Financial Services, LLC, a tax and investment-related business that is not investment advisory in nature. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Margaret King is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes roles at Securities America Advisors, Securities America, Inc., and CBSI/LPL. She is also the president and owner of King Investment Services LLC, which provides investment, insurance, and financial planning services to the public. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client needs.

Daniel Winter is a financial advisor with Equitable Advisors in Beloit, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 2000 and previously spent 12 years with Mid States Concrete Industries. Outside of his advisory role, Winter serves on the boards of the Community Foundation of Southern Wisconsin and Camp Manito-Wish YMCA, and is involved with the 4th of July Fun Run community event. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party sponsored programs, serving clients through Investment Adviser Representatives and credentialed fiduciaries.

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.

Shandra Thomas is a financial advisor with LPL Financial based in Beloit, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2021, she worked at BMO Harris Bank NA for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Brittany Metz is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and nine years of industry experience. She has been with Raymond James since 2017 and previously worked at Scentsy for two years. Outside of her advisory role, she is involved as a registered associate and chief operating officer at Montgomery Financial Services. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a variety of advisory programs and specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Block is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. Outside of his advisory work, he serves as a referee for an adult soccer league in St. Augustine, Florida. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

James Easton is a CFP® certificant with 40 years of experience in financial advisory. He has worked at Osaic since 2023 and has been with SagePoint Financial since 2014. Easton also operates a sole proprietorship advising and selling fixed life and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and uses a range of portfolio construction tools including asset-allocation models and automated rebalancing.

Scott Stauffer is a CFP®-certified financial advisor with Raymond James & Associates, bringing 36 years of industry experience. He has been with Raymond James since 2010 and also serves as a part-time arbitrator for FINRA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers tailored, non-discretionary investment advice supported by extensive research and a variety of portfolio management strategies.

Ronald Montgomery is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2016 and also owns Montgomery Financial Services LLC. Outside of his advisory role, he owns and manages Montgomery Property Management, LLC in Rockton, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools to guide client decisions and supports specialized municipal and employer-based retirement plan consulting.

Angela Isler is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and 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 offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets under management.

Jon Heller is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 1997 and concurrently at Bank of New Glarus since 1994. Outside of his advisory roles, he serves as treasurer for the Brodhead Youth Basketball Association. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Mark Heffel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes over a decade at Cetera Investment Services LLC and First National Bank, as well as a recent role at Marquette Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brenda Brugger is a financial advisor with Edward Jones in Rockton, IL, holding the ChFC® designation as well as Series 63 and Series 66 licenses. She has 20 years of industry experience and has been with Edward Jones since 2015. Outside of her advisory role, she serves as a trustee for the Betty Bruton Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.