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.

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.

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.