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.

Aaron Davis is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized wealth management strategies that address their short-, mid-, and long-term financial goals. Aaron provides guidance on a range of financial matters, including investing, retirement planning, and saving for unexpected events. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Aaron holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of Wisconsin System. Aaron emphasizes building and maintaining strong client relationships to ensure a comprehensive understanding of each client's financial situation. Beyond his professional work, Aaron participates in community activities through his involvement in the Lions Club and the Friends Forever Humane Society. His personal interests include baseball, cooking, football, golfing, woodworking, and spending time with his family.

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.

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.

Steven Doepke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and served at FINRA from 2011 to 2023. Outside of his advisory work, he is the owner and president of Argent Capital, Inc., a support company based in Loves Park, Illinois. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work, with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Alice Gibson is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has seven years of experience in the industry, including prior roles at Fifth Third Bank and Mosaic Sales Solutions. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers.

Dean Mansavage is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 credentials. He has 33 years of industry experience, including over 25 years at MetLife Securities Inc. prior to joining Mass Mutual Investors Services in 2017. Mansavage is also affiliated with MassMutual Life Insurance Company. Mass Mutual Investors Services 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 processes.

Kevin Kjellstrom is a financial advisor with Morgan Stanley in Rockford, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley since 2014, including time at Morgan Stanley Private Bank, National Association, beginning in 2015. Outside of his advisory role, he is involved with STS Associates LLC, a private security business based in Barrington, Illinois. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and incorporates market modeling techniques while acting primarily in an advisory capacity for clients.

Maren Sanders is a Series 66 licensed financial advisor with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at the Law Office of Crosby & Associates PC for three years. 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 discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Evers is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She has been affiliated with Indiana Wesleyan University since 2013. Outside of her advisory role, she holds the position of Chapter Secretary for AmSpirit Columbus, OH. Edward Jones is a full-service wealth management firm serving over 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Steiner is a financial advisor at Robert Baird & Co. in Rockford, IL, holding a Series 66 designation. He joined Robert Baird & Co. in 2025 after seven years at Bone & Joint Clinic and three years at OrthoIllinois. Steiner has no prior industry experience before joining Robert Baird & Co. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.