Jeremy Pinnow is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Pinnow is involved in local community activities, including serving as a member and chairperson of the City of Brodhead BID Board, and he operates a farm specializing in hay and beef sales. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm employs a variety of portfolio construction tools and offers integrated brokerage and investment advisory services with access to third-party money managers and managed-account solutions.

Carol Keedy is a financial advisor with LPL Financial in Rockford, IL. She holds Series 63 and Series 66 designations and has 34 years of industry experience, including 17 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Young is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he officiates high school and middle school football games and serves as a football statistician for his son's high school team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various specialized investment strategies.

Mark Lotzer is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of his advisory role, he has operated as an independent insurance agent for various companies since 1982. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers customized solutions through independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

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.