Steve Danekas is a financial advisor with Osaic Wealth, Inc. in Rockton, Illinois, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 28 years before joining Osaic Wealth. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various asset-allocation tools and third-party platforms to manage portfolios.

Nicole Morig is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise, Wells Fargo Clearing, and Illinois Bank & Trust. Prior to her financial services career, she spent six years with the Rockford Park District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of thousands of advisors and offers a range of advisory programs and investment solutions operating under a fiduciary standard.

Kristine White is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. Her prior experience includes roles at VOYA Financial Advisors and operating Waterside Financial Advisors, where she provides tax preparation and accounting services. She is also an independent insurance agent in Rockford, IL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

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 at J.P. Morgan Securities with 6 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2020. She also has 15 years of tenure with JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

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 at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise in various capacities since 2001. Outside of her advisory role, she is involved in organizing and participating in her high school reunion activities for Beloit Memorial High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice based on investment research and tax-aware withdrawal strategies.

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 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.

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 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 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 in Beloit, WI, holding Series 63 and Series 65 credentials and having 47 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond advising, she serves as Vice President of the KANDU Endowment Fund and participates on several local nonprofit committees, including the Stateline Community Foundation and the Beloit Health System Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering diversified investment options and ERISA fiduciary services without sponsoring its own wrap fee program.

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.