Kristine White is a CFP®-designated financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She has worked at Cambridge since 2020 and previously held roles at VOYA Financial Advisors and Waterside Financial Advisors, where she also provides tax preparation and accounting services as a CPA and enrolled agent. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services, utilizing proprietary and third-party model strategies across multiple custody platforms with both discretionary and non-discretionary approaches.

James Rose Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 10 years of industry experience. He has worked at Edward Jones and multiple Blackhawk entities before joining First Mid Bank and Trust in Beloit, WI, where he currently serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients evaluate potential outcomes and supports a broad network of advisors with specialized programs and institutional consulting.

Suzanne Holt is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. She previously worked at Ameriprise Financial Services and Regulus Financial Group. In addition to her advisory work, she is president and CEO of The Front Line Foundation, which supports fallen first responders and military personnel, and leads a large global sales team as an independent consultant and Silver Senior Vice President with Norwex. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, through discretionary and non-discretionary portfolio management and access to third-party money managers. The firm offers a multi-manager platform with various program structures and has over $256 billion in assets under management.

Bryan Theis is a CFP®-designated financial advisor with Edward Jones, based in Beloit, WI. He has 25 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Tanya Arreguin is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and with six years at the firm. She has 15 years of industry experience, including a concurrent role with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework, offering non-discretionary services through a select group of Wealth Advisors.

Justin Seeley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at First National Bank and Trust and Cetera Investment Services LLC. Outside of his advisory work, he has experience providing administrative and clerical assistance in investment and brokerage management roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Michael Donnelly is a financial advisor at Edward Jones in Rockford, IL, holding Series 63 and Series 66 licenses with 27 years of industry experience, all spent at Edward Jones. Outside of his advisory role, he is a silent partner in an educational business focused on civics and citizenship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Mary Laudicina is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2008. In addition to her advisory role, she has worked as a part-time independent beauty consultant for Mary Kay Cosmetics, Inc. since 1997. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services.

Amy Hatch is a financial advisor with Ameriprise in Beloit, WI, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Outside of her advisory role, she is involved in organizing and executing activities for her Beloit Memorial High School Class of 1987 reunion. Ameriprise serves clients primarily through retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement income recommendations, delivered by a centralized consulting team in partnership with individual advisors.

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.

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.

Cole Kirchhoff is a Series 66-licensed financial advisor with LPL Financial, based in Rockford, Illinois. He has eight years of industry experience, including twelve years with the Laborer's International Union of North America #1035 prior to joining LPL in 2017. Outside of his advisory role, Kirchhoff owns and operates Level Up Lawn Service, a landscaping business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs and provides both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Tammy Schindler is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2005. Outside of her advisory role, she assists occasionally with office duties at River Bend Builders, a general contracting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tamie La Torre is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliates since 2011, with a brief period at Burch Dental. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal planning.

Michael Alber is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at VOYA Financial Advisors and operated Alber Financial since 2006. Outside of his advisory work, he serves as a deacon at St. Mary’s Catholic Church in Durand, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Michael Foreman is a financial advisor at OSAIC with 36 years of industry experience. He held a position at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. Foreman holds Series 63 and Series 65 licenses and is active in his community as the immediate past president of the Rockford Rotary Club and as a boys volleyball coach at Gifted Academy at Thurgood Marshall School. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage a variety of investment portfolios.

Prudence Harker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 47 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she serves as Vice President of the KANDU Endowment Fund, participates on the grants committee of the Stateline Community Foundation, and is involved with several local nonprofit financial and advisory committees. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Kristian Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at WEA Member Benefits from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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 with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at VOYA Financial Advisors. In addition to his advisory work, he is an independent insurance agent and a partner in a firm providing CPA, tax preparation, and accounting services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary models and third-party strategies, tailored to client objectives.