Daniel Fetty is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He previously worked at True Value Company before joining Raymond James in 2021. Outside of his advisory role, he serves on the Board of Directors and the Finance/Investment Committee for the United Way of Greater McHenry County. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

Daisy Fernandez is a ChFC® with 13 years of industry experience, currently serving clients at Edward Jones since 2020. Her prior experience includes roles at BMO Harris Bank and JPMorgan Chase, encompassing both banking and securities positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

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.

Vinay Phommachanh is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Amcore Investment Services since 2007 and joined LPL Financial in 2021. Outside of his advisory roles, he is the owner of Bamboo Enterprises, Inc., an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

David Fehrle is a financial advisor with Wells Fargo Clearing in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs. The firm’s advisory process is IPS-driven, tailored to plan objectives and risk tolerances, and includes both non-discretionary and discretionary services as an ERISA fiduciary.

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 financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial. He is also involved with Peiffer Financial Services, LLC, a separate non-investment-related business entity. 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 with both discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Margaret King is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. Her prior experience includes roles at Securities America Advisors, Securities America, Inc., and CBSI/LPL. She is also the president and owner of King Investment Services LLC, which provides investment, insurance, and financial planning services to the public. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client needs.

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.

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 at Equitable Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equitable Advisors since 2000. Prior to that, he spent 12 years at Mid States Concrete Industries. Winter serves on the boards of the Community Foundation of Southern Wisconsin, Camp Manito-Wish YMCA, and the 4th of July Fun Run. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Joshua Lock is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial and Advia Credit Union. Outside of his advisory work, he was involved in JL Handcraft for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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, IL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he is a part-owner of Moving Angels of Madison and serves as a director of the Gummow Family Foundation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.