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.

Vinay Phommachanh is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Amcore Investment Services and is the owner of Bamboo Enterprises, Inc. in Belvidere, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of financial planning and investment management services.

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.

Benjamin Hoffman is a financial advisor at Ameriprise in Beloit, WI, holding a Series 66 designation with three years of industry experience. He previously worked at Northwestern Mutual and Lori Knapp Inc. before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Mark Peiffer is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones for seven years before joining LPL Financial, where he has been since 2023. Peiffer also operates Peiffer Financial Services, LLC, a tax and investment-related business that is not investment advisory in nature. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Margaret King is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors, CBSI/LPL, Edward Jones, and Invest Financial Corporation. King is also president and owner of King Investment Services LLC, which offers investment, insurance, and financial planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm provides brokerage and advisory services featuring model-based asset allocation and portfolio optimization, as well as a range of investment programs and third-party manager options.

Casondra Rowley is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Resource Bank and Forge Resource Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Julie Sandberg is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at BMO Bank, FNIC, Monarch Solutions, Inc., and Arthur J. Gallagher. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diversified investment programs and advisory platforms, supported by extensive operational and research tools, serving over 22,800 advisors nationwide.

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.

Daniel Winter is a financial advisor with Equitable Advisors in Beloit, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 2000 and previously spent 12 years with Mid States Concrete Industries. Outside of his advisory role, Winter serves on the boards of the Community Foundation of Southern Wisconsin and Camp Manito-Wish YMCA, and is involved with the 4th of July Fun Run community event. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party sponsored programs, serving clients through Investment Adviser Representatives and credentialed fiduciaries.

Joshua Lock is a financial advisor with LPL Financial in Beloit, WI, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Thrivent Financial and Advia Credit Union. Outside of advisory work, he was involved with JL Handcraft for four years. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

Scott Englehart is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Englehart is a singer in a local performing band called Rock5ive and serves as a business administrator for SLE Services Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Shandra Thomas is a financial advisor with LPL Financial based in Beloit, WI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2021, she worked at BMO Harris Bank NA for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Brittany Metz is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 credential and nine years of industry experience. She has been with Raymond James since 2017 and previously worked at Scentsy for two years. Outside of her advisory role, she is involved as a registered associate and chief operating officer at Montgomery Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a variety of advisory programs and specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Andrew Latino is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at 5/3 Bank and Midwest Financial Associates. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports in partnership with advisors.