Alexandria Krebs is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing, she worked for seven years at SSM Health St Mary's Hospital in Madison. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristen Riffle is a financial advisor with Edward Jones in Rockford, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at RE/MAX Professional Advantage and US Cellular. She serves as Vice President of the Rock River Terrace Park Association, a nonprofit organization managing shared river park access in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Scott Jeffrey is a Series 66 licensed financial advisor with Edward Jones in Rockford, IL, where he has worked since 2009, accumulating 17 years of industry experience. He is part of a large institutional firm known for serving both individual and institutional clients through a wide range of wealth management services. Edward Jones manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Sullivan is a financial advisor with Merrill in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Merrill since 1993 and has also been with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Shane Stuart is a Series 66 licensed financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. His prior experience includes roles at Cambridge Investment Research Inc. and community involvement as a high school golf coach and treasurer of a local scholarship fund. He also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various platforms and proprietary model strategies to support discretionary and non-discretionary management.

John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.

Michelle Bowman is a financial advisor at Edward Jones in Rockford, IL, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is involved in community organizations, serving as Vice President of the Edgewater Neighborhood Association and as a Board Member and Vice President of the Rockford Network of Professional Women. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors.

Bradley Gummow is a financial advisor with Wells Fargo Clearing in Rockford, Illinois, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. Prior to joining Wells Fargo in 2016, he spent 14 years with Stifel. Outside of his advisory work, Gummow is a director of the Gummow Family Foundation and has a majority ownership stake in Moving Angels of Madison, a nonprofit organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from the Wells Fargo Investment Institute and third-party sources.

Daniel Block is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2014. Outside of his advisory work, Block serves as a referee for an adult soccer league in St. Augustine, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Joseph Reynolds is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes long tenures with Investacorp Advisory Services and Securities America firms. He is also active as an insurance agent offering insurance-related products through a separate business. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, delivering a broad range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is known for its scale, complex affiliate network, and integration of multiple custodial and investment program arrangements.

Kelsey Knudson is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2023. Prior to that, she spent seven years at JP Morgan Securities and five years at JP Morgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Grant Heinberg is a financial advisor with Robert W. Baird & Co. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Festival Bakery, American Community Wealth Management, and American Community Bank & Trust, as well as teaching positions at the University of Wisconsin Whitewater and local schools. The DDK Group, part of Baird’s Private Wealth Management department, serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

Jeffrey Marrs is a financial advisor with Morgan Stanley in Rockford, Illinois, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as experience at Boylan Central Catholic High School and Machinery Source LLC. Outside of finance, he is involved in agricultural work with Marrs Farms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker‑dealer serving both individual and institutional clients. The firm offers advisory programs focused on tailored financial planning supported by firm-approved tools and a broad range of investment and planning services.

Jeffrey Luedke is a financial advisor with Stifel in Rockford, IL, holding a Series 66 designation and eight years of industry experience. He has been with Stifel Nicolaus & Company Inc. since 2018. Prior to his advisory career, he worked at Trader Joe’s and UNA Purchasing Solutions. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Caleb Hartmann is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Service Master, Edward Jones, Umpqua Bank, and Raymond James. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports that integrate assets held both inside and outside Ameriprise accounts.

James Easton is a CFP® with 40 years of industry experience. He is currently with OSAIC, joining the firm in 2023, and previously worked at SagePoint Financial, LPL Financial, and Mutual Service Corporation. Outside of his advisory role, he is a proprietor advising and selling fixed life and annuity products. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Alisa Lee is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds a Series 63 designation and 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sean Considine is a financial advisor with LPL Financial in Byron, Illinois, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Byron Bank, Lawson Products, and Headon and Considine's Market. Outside of his advisory work, he is involved with a farm operation through a crop share arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on combining scale and diverse financial offerings alongside its advisory services.

Justin Jones is a financial advisor at Ameriprise with 8 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Edward Jones, and First Residential Services Inc. Outside of his advisory work, he is involved in owning multi-family real estate properties. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach includes centralized support for producing written Recommendation Reports and ongoing advice, with distinctive enrollment criteria and a defined investment product ecosystem.

David Boccignone is a financial advisor with Ameriprise in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rockford Art Museum and pursues painting, with plans to sell his artwork. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to support its advisory services.