Joshua Greenfield is a CFP® with 26 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2016, and previously worked at A.G. Edwards & Sons, Inc. from 2002 to 2008. Outside of his advisory role, he is involved in managing family-owned investment-related rental properties and farmland. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Gregg Bowen is a financial advisor with LPL Financial in Rockford, IL, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, Ameriprise, and A. G. Edwards & Sons. Outside of his advisory work, he serves as a pastor at Immanuel Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and extensive non-advisory financial services.

Stephen Knutson is a Financial Advisor with Merrill Lynch Wealth Management, offering over 20 years of experience in the financial industry. He provides expertise in areas including investing, retirement planning, family wealth management, institutional consulting, small business strategies, philanthropic planning, and tax mitigation strategies. Additionally, Stephen supports clients with specialized services encompassing banking, credit, financing, retirement options, and trust services. He holds a Bachelor's Degree from DePaul University and the Personal Investment Advisor (PIA) professional designation. Stephen emphasizes building lasting client relationships based on trust, transparency, and tailored financial advice that aligns with individual priorities and goals. His professional philosophy centers on helping clients identify what is most important and offering guidance on efficiently supporting those values. Outside of his professional role, Stephen is involved with organizations such as the Aurora Sportsmen's Club and contributes to community groups including 21st Century Game Film at Harlem High School, Carlson Ice Arena, and First Covenant Church. His personal interests include boating, hunting, ice hockey, music, running, scuba diving, swimming, tennis, woodworking, and spending time with his family.

Julie Tesluk is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Prairie Hill Elementary School District #133 for nine years. Tesluk has an interest in financial investments through her involvement with Jones Financial Companies, L.L.L.P. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Brian Bruhn is a financial advisor at Edward Jones in Beloit, WI, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining Edward Jones in 2023, he held positions at various companies including Primerica Financial Services and WW Grainger. Outside his advisory role, Bruhn co-owns Janesville Juice Bar, a local business focused on fruit and vegetable juice sales. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Mark Heffel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes over a decade at Cetera Investment Services LLC and First National Bank, as well as a recent role at Marquette Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm 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.

Trevor Kornfeld is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 63 and Series 66 securities licenses. Prior to his current role, Trevor has had periods of full-time education and worked with the YMCA. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separate managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Kevin Heideman is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved in managing real estate holding companies and co-owns an advisory business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Timothy Von Obstfelder is a Series 66-registered financial advisor with Edward Jones in Roscoe, IL, where he has worked since 2026. Prior to joining Edward Jones, he spent 14 years with Toppers Pizza LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Montalbano is a CFP® with 27 years of experience currently affiliated with RBC Capital Markets in Rockford, IL. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. He serves on the Board of Directors for The Workforce Connection, an organization focused on workforce development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with portfolio management and financial planning services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Brenda Brugger is a financial advisor with Edward Jones in Rockton, IL, holding the ChFC® designation as well as Series 63 and Series 66 licenses. She has 20 years of industry experience and has been with Edward Jones since 2015. Outside of her advisory role, she serves as a trustee for the Betty Bruton Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions.

Holly Friel is a financial advisor at Edward Jones with 19 years of industry experience. She holds the ChFC® designation and Series 66 license. Holly previously worked at BMO Harris Financial Advisors, Inc. from 2011 to 2013 and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Steve Danekas is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co., L.P. for 28 years. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning and various portfolio management programs. The firm’s investment process centers on model-based asset allocation and portfolio optimization supported by advanced analytical tools and multiple implementation strategies.

Alec Gober is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Alec provides guidance on a range of financial topics, including general investing, retirement planning, and preparing for unexpected expenses. He also offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Alec holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Polo Community High School, an Associate's Degree from Sauk Valley Community College, and a Bachelor's Degree from Western Illinois University, where he also attended prior without degree conferment. Alec emphasizes building ongoing relationships with clients to provide continuous advice and guidance as their financial needs evolve.

David Jones is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Walter Wayne Development Company. Outside of advisory work, he owns a business that formalizes his investment approach and shelters his assets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a range of portfolio management styles supplemented by in-house research and model manager options.

Carrie Loven is a financial advisor at Raymond James Financial with 12 years of industry experience and holds a Series 66 designation. She has previously worked at Blackhawk Wealth Advisors and has been associated with First Mid Wealth Management since 1991. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to guide client decisions.

Thomas Custer is a financial advisor with Morgan Stanley in Rockford, Illinois, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that uses structured discovery tools and firm-approved methodologies to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nicole Morig is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise, Wells Fargo Clearing, and Illinois Bank & Trust. Prior to her financial services career, she spent six years with the Rockford Park District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of thousands of advisors and offers a range of advisory programs and investment solutions operating under a fiduciary standard.

David Koch is a financial advisor with LPL Financial in Rockford, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, Robert Baird & Co., and Ameriprise Advisor Services. 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 portfolio programs, third-party asset management, and institutional platforms.

Justin Seivert is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of his advisory role, he serves on the agent advisory board for the National Catholic Society of Foresters Insurance company, providing insights on insurance products and industry trends. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various financial programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by advanced tools, and is notable for its scale, complex affiliate network, and private-equity ownership.