Jennifer Reisinger is a financial advisor with Edward Jones in Rockford, IL. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

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.

Susana Belmonte is a financial advisor with LPL Financial based in Rochelle, IL. She holds a Series 66 designation and has 1 year of experience as an advisor. She also works at Central Bank Illinois, where she has been employed since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristen Riffle is a financial advisor with Edward Jones in Rockford, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at RE/MAX Professional Advantage and US Cellular. She serves as Vice President of the Rock River Terrace Park Association, a nonprofit organization managing shared river park access in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Scott Jeffrey is a Series 66 licensed financial advisor with Edward Jones in Rockford, IL, where he has worked since 2009, accumulating 17 years of industry experience. He is part of a large institutional firm known for serving both individual and institutional clients through a wide range of wealth management services. Edward Jones manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Shane Stuart is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding a Series 66 designation and five years of industry experience. He has been with Cambridge since 2021 and has prior experience working with the Rockford Park District. Outside of his advisory role, Stuart coaches high school golf and serves as treasurer for the Tony Steward Scholarship Fund. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches tailored to client objectives.

David Carter is a financial advisor with Thrivent Investment Management in Rockford, IL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while maintaining separate service components.

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.

Michelle Bowman is a financial advisor at Edward Jones in Rockford, IL, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is involved in community organizations, serving as Vice President of the Edgewater Neighborhood Association and as a Board Member and Vice President of the Rockford Network of Professional Women. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors.

Mrudangi Desai is a financial advisor with Ameriprise in Rockford, IL, holding a Series 66 designation and beginning her advisory career in 2023. Prior to joining Ameriprise, she worked at Questrade Financial Group and has experience across multiple roles including positions at FGF Brands Inc and Morneau Shepell. Her background also includes several periods of full-time education at the University of Waterloo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Block is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. Outside of his advisory work, he serves as a referee for an adult soccer league in St. Augustine, Florida. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Joseph Reynolds is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp and Securities America. In addition to his advisory role, he is an insurance agent offering insurance-related products under the DBA Financial Designs. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

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.

Steven Steiner is a financial advisor with Thrivent Investment Management in Rockford, Illinois, holding a Series 66 designation and nine years of industry experience. His career includes roles at Thrivent Financial and a period of self-employment before joining Thrivent. Outside of his advisory work, he owns and manages a portfolio of rental properties in Beloit, Wisconsin. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm emphasizes holistic analyses and periodic plan reviews delivered through a large network of financial advisors.

Amy Harris is a financial advisor with Ameriprise in Rockton, IL, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she is employed by Engen Legacy LLC, where she provides client advice and services. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team, emphasizing assets managed within Ameriprise accounts.

James Easton is a CFP® certificant with 40 years of experience in financial advisory. He has worked at Osaic since 2023 and has been with SagePoint Financial since 2014. Easton also operates a sole proprietorship advising and selling fixed life and annuity products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms and uses a range of portfolio construction tools including asset-allocation models and automated rebalancing.

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 with LPL Financial, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, Ameriprise Financial Services, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging technology tools to support a large network of investment adviser representatives.

Sean Considine is a financial advisor with LPL Financial in Byron, Illinois, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Byron Bank, Lawson Products, and Headon and Considine's Market. Outside of his advisory work, he is involved with a farm operation through a crop share arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on combining scale and diverse financial offerings alongside its advisory services.