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.

Edward Carey is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA tax accounting practice since 1979. Carey has been affiliated with Cetera and its related entities since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services across various program structures and custodial relationships.

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.

Miguel Roman is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, he worked in sales consulting at Best Buy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Adam Talbert is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Byron Bank, Stillman Bank Trust Department, Regal Investment Advisors, and Lucas Group Financial Advisors. Outside of advising, he is a business owner of 219 Ventures, LLC, which operates non-investment activities. 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 broad range of advisory services and investment platforms, combining extensive financial activities with oversight of substantial discretionary assets.

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.