Noah Wadley is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Harbour Investments, he worked at Meraki Wealth Management and Faribanks Morse, and before that held positions at Rock Valley College and The Keystone School. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to each advisor and client.

Zachary Pearsall is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC and Taiber Kosmala & Associates. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Antonio Filippone is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at firms including Retirement Wealth Advisors and Horter Investment Management. Filippone also teaches adult education courses on retirement planning, social security, Medicaid, and tax law changes at Rock Valley Community College and develops marketing courses for insurance-driven advisory practices through his coaching business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, while also providing technology and operational support to other advisers.

Aurora Coleman is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously with Transamerica Capital Inc and Tata Consulting Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement age guidance, supported by proprietary software and model portfolios from Morningstar Investment Management.

Ronald Mortellaro is a financial advisor with Kestra Advisory in Rockford, Illinois, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked with Kestra Investment Services, LLC starting in 2011. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Carl Mook is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Brookstone since 2014 and has longstanding roles with AIG American General Life Insurance Company and his own Carl Mook Financial Group dating back to 1981. He also teaches a class at Rock Valley College in Rockford, IL. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm emphasizes a platform approach, supporting a large advisor network with turnkey asset management services and offering a range of discretionary investment strategies.

Jon Aldrich is a CFP® professional with 18 years of industry experience. He is currently with Farther Finance Advisors and previously spent over two decades at Focus Financial Advisors. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, individual equities, and fixed income.

Anne Huneycutt is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds the Series 65 and Series 63 designations and has worked previously at firms including Fidelity Investments and Northwestern Mutual Investment Services. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, incorporating both quantitative and fundamental analysis alongside specialized tools and legacy strategies.

Elise Rand is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and four years of industry experience. She has worked at both Commonwealth Financial Network and Crabtree Financial Group, LLC since 2019. Rand is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Jessica Snyder is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 16 years before joining Key Investment Services in 2022. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, using a multi-provider model that includes platform management by Envestnet and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Jerry Korchak is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 36 years of industry experience. He has been with Kestra Advisory since 2016 and has also worked with Kestra Investment Services, LLC since 2004. In addition to his advisory role, he works as an insurance agent, assisting clients with insurance product selection. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers a range of services including fiduciary consulting, plan design, and employee education, serving both large institutional investors and other client segments.

Michael Mulford is a financial advisor with Merrill in Rockford, Illinois, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked with Merrill since 1985 and has been associated with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jonathon Bowker is a financial advisor at Robert Baird & Co. in Rockford, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Robert Baird & Co. since 2008. 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, charitable organizations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services tailored to client goals, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Jeremy Mashburn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and previously worked at Federal Express for 25 years. Outside of advisory services, he owns and operates a tax preparation and planning business, MASHBURN TAX ADVISORS, in addition to engaging as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering multiple platform solutions and proprietary model strategies.

John O'Connor is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has held prior roles at Commonwealth Financial Network, Kestra Investment Services, and MSI Financial Services. Outside of his advisory work, he is a musician, songwriter, and recording artist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Reisinger is a financial advisor with Edward Jones in Rockford, IL. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Jack Wheeler Jr. is a Series 66 credentialed financial advisor with 23 years of industry experience, currently with Wells Fargo Clearing in Rockford, IL. He previously worked at Bank of America and Merrill for a combined 10 years. Outside of advising, he serves as an arbitrator for FINRA and is a finance committee member for the United Way of Rock River Valley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Michael Teleso is a financial advisor at Wells Fargo Clearing with a Series 66 designation and over ten years of industry experience. His prior roles include positions at Midwestern Securities Trading Co. LLC, Northwest Bank of Rockford, and Cetera Investment Services LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and employs more than 14,000 financial advisors.

Brian Lindsay is a financial advisor with Morgan Stanley in Rockford, Illinois, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2009 and affiliated with Morgan Stanley Private Bank, National Association since 2015. Lindsay serves as a board member of Montessori Learning Path Ltd and is the board president and finance committee member at Forest Hills Country Club. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to model financial outcomes.

David Fehrle is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.