Holly Squicciarini is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves as a board member and investment committee member at the Rockford Art Museum and is involved in supporting a family-owned business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services using a range of investment strategies and firm-supported research, with an emphasis on non-discretionary relationships where clients make implementation decisions.

Scott Johnson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2010. He is based in Rockford, IL, and holds the Series 63 designation. Outside of his advisory role, Johnson is a board member and treasurer of the Eagle Education Fund for Christian Life Schools and is also an author. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and overlays to meet client goals and risk tolerances.

Christopher Johnson is a financial advisor with Edward Jones in Rockford, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at TD Ameritrade and Scottrade Inc before joining Edward Jones in 2020. 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.

Joshua Mansavage is a financial advisor with Mass Mutual Investors Services in Rockford, Illinois. He holds a Series 66 designation and has seven years of industry experience. His work history includes roles at MML Investors Services, LLC and MassMutual Life Insurance, as well as earlier positions outside the financial industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning to develop recommendations without investment discretion.

Kevin Dwyer is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Carol Keedy is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at LPL Financial since 2009, following brief tenures at Waterstone Financial Group and Robert Baird & Co. Keedy also manages an insurance-related business activity in Rockford, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.

Matthew Young is a financial advisor with LPL Financial in Rockford, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Equitable Advisors from 2001 to 2004. Outside of his advisory role, he serves as a statistician for his son's high school football team and officiates high school and middle school football games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and asset management solutions, supporting advisors with research and technology tools while overseeing substantial discretionary assets across a broad network of representatives.

Samantha Guthrie is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at LPL Financial since 2018 and concurrently at Johnson Bank since 2010, with prior experience at INVEST Financial Corporation and Waddell & Reed. In addition to her advisory work, she provides notary services for clients. 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 supports its advisors with a range of financial planning and investment management options, including model portfolios and third-party subadvisors, while also maintaining a broad array of non-advisory financial services.

Richard Taden is a financial advisor with LPL Financial in Rockford, IL, holding a Series 66 designation and bringing 18 years of industry experience. His career includes previous roles at Merrill and Edward Jones, and he has been associated with Sigma Planning Corporation and Sigma Financial Corporation since 2012. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and technology tools.

Katie Schlarb is a financial advisor at Morgan Stanley with eight years of experience in the industry. She previously worked at Midland States Bank and Alpine Bank and Trust Co. Outside of her advisory role, she serves as a board member for Second Chance Equine Sanctuary in Illinois. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and use of firm-approved planning tools.

Bertha Fernandez is a financial advisor based in Rockford, IL, affiliated with Morgan Stanley. She holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers various advisory programs, including tailored financial planning and utilizes structured planning tools alongside its Global Investment Committee’s analyses to support client outcomes.

Stacy Brady 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, offering a range of advisory strategies and affiliated investment products, supported by a nationwide network of approximately 23,701 financial advisors.

Mark Lotzer is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of his advisory role, he has operated as an independent insurance agent for various companies since 1982. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers customized solutions through independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

Beth Lewis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as power of attorney for her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary management options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Erich Vargaz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors, LLC from 2014 to 2016. He holds Series 63 and Series 66 licenses and is based in Rockford, IL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Olivia Gonzalez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Raymond James, she worked at First Mid Wealth Management, 1st Mid-Illinois Bank & Trust, SunPower by Legacy Solar Power, and Blackhawk Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals across a large advisor network.

Nicole Winterz is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 credential and has prior work experience at American Litho, Orbis Machinery, and Master Graphics. Outside of her advisory role, she owns Paw Printz 3D, an online retail business specializing in 3D printing. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Marc Gasparini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management and retirement planning, having been with Merrill Lynch since 2008. Prior to this, Marc worked as an investment banker at First Trust Portfolios in the public and capital markets division. He also served as the Clerk of the Court of Winnebago County for 12 years and is a veteran of the United States Army Reserve. Marc dedicates his practice to assisting businesses with their retirement, benefits, executive, and equity compensation programs, as well as developing retirement solutions tailored to clients’ plan design needs. His client focus areas include divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. Marc holds a Bachelor of Science degree in Social Science from Rockford College, where he graduated Magna Cum Laude. He has earned multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Marc enjoys adventure sports, biking, fishing, golfing, hiking, hunting, music, and spending time with his family. He is married to Cathy and has five children and three grandchildren.

Christopher Perry is a CFP® with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at U.S. Bank for eight years. Perry is also involved with an advisory role for another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Thomas Weightman is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2012 to 2016. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.