Paul Green 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. 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 Vanhille is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family trusts in Janesville, Wisconsin. 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 combines brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.

Stuart Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2013 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Virgie Taylor is a CFP® professional with eight years of experience in financial advising. She has worked at RBC Capital Markets since 2020 and previously was employed by Associated Bank and Alpine Bank/Midland States Bank. She is based in Rockford, IL, and holds the Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

David Casalena is the Senior Resident Director and Wealth Management Advisor at Merrill's Rockford, IL office. He joined Merrill in 1992 and leads a team that works with individuals and families navigating significant life transitions, such as retirement, home purchases, divorce, or the death of a spouse. David also has extensive experience assisting clients with the distribution options of employer-sponsored plans and company stock plans, including business owners and corporate executives with substantial stock options. He earned a Bachelor's degree from Rensselaer Polytechnic Institute and holds the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) credential. David's advisory approach involves helping clients prioritize their essential goals, wishes, and concerns to foster confident financial decisions, protect their financial lifestyle, and manage investment risk thoughtfully. David is active in his community, serving as Chair of the Rosecrance Health Network's Foundation Board and coaching youth baseball and hockey in Rockford. He is also a board member of Rosecrance, Inc. David resides in Rockford with his wife, Jennifer, and their two children, Saxon and Kash.

Jason Crouch is a financial advisor with Stifel in Rockford, IL, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Stifel since 2018 and previously spent five years at B.C. Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance intended to support client decision-making.

Gary Love is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Osaic Wealth since 2026. His prior experience includes sixteen years at Robert W. Baird & Co. INC. and roles at Klaas Financial Asset Advisors, Investacorp Advisory Services, Wells Fargo Advisors, and Principal Financial Services. He also participates on the Investment and Finance Committee of Rockford Christian Church. Osaic Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and it is notable for its large scale, complex affiliate network, and recent consolidation activity.

Ken Bhatt is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Robert Custer is a financial advisor at Morgan Stanley with a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2026. Prior to joining Morgan Stanley, he worked in various roles at Abnormal AI, Forcepoint, Evolve Security, and Coyote Logistics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Andre Irlbeck is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at firms including Regal Investment Advisors and currently serves as Director of Investments at Rohlík Financial Group. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management across a broad network of advisors.

Michael White Jr. is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He has worked at Cambridge since 2020 and previously held roles at VOYA Financial Advisors and Stancorp Investment Advisers. White is also an independent insurance agent and a partner at Waterside Financial Advisors, which provides CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Brian Aarvig is a Series 66-credentialed financial advisor with Morgan Stanley in Rockford, IL, with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and specifically at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Meisch is a financial advisor with Morgan Stanley in Rockford, IL, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning approach.

James Michelsen is a CFP®-certified financial advisor with Ameriprise in South Beloit, IL, bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he plays guitar and sings in a local band approximately once a month. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports.

Zorana Okilj is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 63 designation and previously worked at JPMorgan Chase Securities and 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 includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisors.

Scott Johnson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2010. He is based in Rockford, IL, and holds the Series 63 designation. Outside of his advisory role, Johnson is a board member and treasurer of the Eagle Education Fund for Christian Life Schools and is also an author. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of strategies and overlays to meet client goals and risk tolerances.

Carol Keedy is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at LPL Financial since 2009, following brief tenures at Waterstone Financial Group and Robert Baird & Co. Keedy also manages an insurance-related business activity in Rockford, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.

Anthony Rowley is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2015. He has 11 years of industry experience and is also a Major and Executive Officer in the United States Marine Corps Reserve. Outside of his advisory role, he is self-employed in raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large national network of advisors and branch offices.

Matthew Young is a financial advisor with LPL Financial in Rockford, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Equitable Advisors from 2001 to 2004. Outside of his advisory role, he serves as a statistician for his son's high school football team and officiates high school and middle school football games. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and asset management solutions, supporting advisors with research and technology tools while overseeing substantial discretionary assets across a broad network of representatives.

Katie Schlarb is a financial advisor at Morgan Stanley with eight years of experience in the industry. She previously worked at Midland States Bank and Alpine Bank and Trust Co. Outside of her advisory role, she serves as a board member for Second Chance Equine Sanctuary in Illinois. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and use of firm-approved planning tools.