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.

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 at Stifel with seven years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company Inc. since 2018. Prior to his advisory role, he worked at Trader Joe’s, UNA Purchasing Solutions, and CarMax. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Christopher Mueller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2022, he worked at Country Trust Bank, Country Capital Management Company, and Country Companies Insurance for over two decades. He also serves on the board of directors for The Harvard State Bank, participating in oversight of the institution’s management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

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.

Jonathan Urish is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Beloit College for 25 years. Outside of his advisory role, he serves as an election official and is a board member of Friends of Riverfront in Beloit, as well as a director of The Catapult Foundation, which supports data fluency initiatives for under-resourced youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through its WealthPlan service while maintaining separate relationships for planning and asset management.

Scott Stauffer is a CFP®-certified financial advisor with Raymond James & Associates, bringing 36 years of industry experience. He has been with Raymond James since 2010 and also serves as a part-time arbitrator for FINRA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers tailored, non-discretionary investment advice supported by extensive research and a variety of portfolio management strategies.

Alexandra Branca is a CFP® professional with 13 years of experience at Raymond James & Associates. She serves as President of the Northern Illinois Hospice Foundation, where she oversees board operations and financial reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alisa Lee is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC before moving to Wells Fargo Clearing in 2016. Lee holds a Series 63 designation. Outside of her advisory role, she has partial ownership in a rental property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Mathiesen is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering various planning topics, with options to combine planning and managed-account services under its WealthPlan program.

Joey Lovgren is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise Financial Services, Inc. and Sigma Financial Corporation. Outside of his advisory role, he is involved with Upstream Investment Partners, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Alexander Tabb is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A., where he worked for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and technology-driven strategies.

Karre Cromwell is a financial advisor at Edward Jones in Rockford, IL, holding the ChFC® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones, he worked at Bealls Outlet and operates a consulting business, HomeTeam Sports Advisors, which assists student athletes in creating introductory packages for college coaches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Justin Jones is a financial advisor with Ameriprise in Byron, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and First Residential Services Inc. Outside of advising, he is involved in real estate ownership focused on multi-family properties. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

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.

Ronald Montgomery is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James since 2016 and also owns Montgomery Financial Services LLC. Outside of his advisory role, he owns and manages Montgomery Property Management, LLC in Rockton, Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools to guide client decisions and supports specialized municipal and employer-based retirement plan consulting.

Sarah Faulkner is a financial advisor with LPL Financial in Loves Park, IL, holding Series 63 and Series 66 licenses with six years of industry experience. She has worked at LPL Financial since 2022 and previously at CUNA Brokerage Services, Inc. and Consumers Cooperative Credit Union. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

William Osborne is a financial advisor with Charles Schwab in Rockford, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Charles Schwab since 2014 and is also involved with SMG Management since 2010. Outside of his advisory role, Osborne serves as a trustee of the Knights of Columbus St. Rita Council and participates in community activities as an usher and mascot for the local professional ice hockey team. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Holly Muth is a Series 66-licensed financial advisor with Edward Jones in Roscoe, IL, where she has worked for 16 years. She is co-owner of Scott D Muth LLC, a rental business, and has participated in election administration and poll work in Beloit, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.