Allan Larson is a financial advisor with Ameriprise in Caledonia, IL, holding Series 63 and Series 66 registrations and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is involved in franchise consulting. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lisa Capriotti Angileri is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Rockford Preferred Insurance Services LLC and Pruco Securities, LLC for over 20 years. Her background includes service and sales related to medical insurance and variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Chrissie Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2011 and concurrently operates Martin's Tax Service and serves as a board member for Nashua Panmyra Mutual Insurance Company. Additionally, she is involved with Byron Bank and Byron Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes a broad platform supported by advanced operational and research tools.

Carl Gnewuch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Merrill Lynch/Bank of America and was involved with Prince of Peace Lutheran Church in Rockford, IL. He also serves as Finance Board Chairman for Kindle Servant Leaders in Bloomington, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Daniel Leonard is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and Byron Bank. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Lisa Richard is a financial advisor at Edward Jones in Rockford, IL, holding a Series 66 designation. She joined Edward Jones in 2024 and has prior experience at the Boone County Sheriff's Department and various educational institutions. 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 through a large network of financial advisors nationwide.

Eli Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Fiorentino, Larson and Associates. Outside of advisory roles, he has experience in landscaping and customer service positions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with a focus on dependable income sources and tax-aware withdrawal strategies.

Cole Kirchhoff is a financial advisor with LPL Financial in Rockford, Illinois, holding a Series 66 designation and eight years of industry experience. He worked at the Laborer's International Union of North America #1035 for twelve years before joining LPL Financial in 2017. Outside of his advisory role, Kirchhoff owns and operates a landscaping business called Level Up Lawn Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Simeon Hanson is a financial advisor at Osaic Wealth Inc holding a Series 66 designation with one year of industry experience. His work history includes roles at R.W. Baird, ABC Supply, ForeverLawn Chicago, and self-employment prior to joining Osaic. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Damon De Dario is a financial advisor with J.P. Morgan Securities in Rockford, IL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has an ownership interest in Toadario LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes a range of regulatory registrations and derivatives capabilities.

Erna Colborn is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. She has prior experience teaching community education classes at Rock Valley College and was involved with the Alzheimer's Disease and Related Disorders Association. Outside of her advisory role, she continues to engage in community education through Rock Valley College. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, notable for its extensive advisor and branch network.

Tamie La Torre is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. Her career includes multiple tenures with Ameriprise spanning over a decade, as well as a brief role at Burch Dental. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies.

Michael Foreman is a financial advisor with OSAIC in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously spent 30 years with Lincoln Financial Advisors Corporation. Foreman serves as the immediate past president of the Rockford Rotary Club and coaches middle school boys volleyball. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Tim Spinker is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 42 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked for Pruco Securities, LLC for 40 years. He is also involved in the insurance sector through Rockford Preferred Insurance Services, focusing on individual and employer-sponsored medical insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation, offers access to third-party asset managers, and supports a range of financial planning and consulting services.

Stuart Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2013 to 2022. 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 portfolios, third-party asset management, and institutional platforms.

Gary Love is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Osaic Wealth since 2026. His prior experience includes sixteen years at Robert W. Baird & Co. INC. and roles at Klaas Financial Asset Advisors, Investacorp Advisory Services, Wells Fargo Advisors, and Principal Financial Services. He also participates on the Investment and Finance Committee of Rockford Christian Church. Osaic Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and recent consolidation activity.

Ken Bhatt is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Andre Irlbeck is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at firms including Regal Investment Advisors and currently serves as Director of Investments at Rohlík Financial Group. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser 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, with over $256 billion in assets under management across a broad network of advisors.

Michael White Jr. is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He has worked at Cambridge since 2020 and previously held roles at VOYA Financial Advisors and Stancorp Investment Advisers. White is also an independent insurance agent and a partner at Waterside Financial Advisors, which provides CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

James Michelsen is a CFP®-certified financial advisor with Ameriprise in South Beloit, IL, bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he plays guitar and sings in a local band approximately once a month. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports.