Erica Hoffman is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering customized financial planning and consulting services with a variety of portfolio management strategies.

Peter Junor is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the CSMJ group of Merrill in 2016, where he collaborates with a team to assist clients in identifying their primary financial goals and developing tailored wealth management strategies. His services include asset allocation, education funding, retirement planning, tax minimization strategies, estate planning, and ongoing implementation and maintenance of these plans. Peter holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7 and 66 FINRA registrations. He earned a Bachelor of Science degree with a double major in Economics and Finance from Illinois State University in Normal, IL. His areas of focus encompass college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Peter's personal interests include camping, golfing, and traveling.

Daniel Reece is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. Before joining Raymond James in 2019, he worked for BMO Harris Financial Advisors for five years. Outside of his advisory role, he owns and manages rental real estate properties. 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, and provides financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

James Rose Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 10 years of industry experience. He has worked at Edward Jones and multiple Blackhawk entities before joining First Mid Bank and Trust in Beloit, WI, where he currently serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients evaluate potential outcomes and supports a broad network of advisors with specialized programs and institutional consulting.

Bryan Theis is a CFP®-designated financial advisor with Edward Jones, based in Beloit, WI. He has 25 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Tanya Arreguin is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2020, also maintaining a role with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative due diligence to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Justin Seeley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at First National Bank and Trust and Cetera Investment Services LLC. Outside of his advisory work, he has experience providing administrative and clerical assistance in investment and brokerage management roles. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Vanessa Day is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird & Co. since 2008. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, using a combination of in-house and third-party managers and offering a range of investment strategies and overlays.

Mary Laudicina is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2008. In addition to her advisory role, she has worked as a part-time independent beauty consultant for Mary Kay Cosmetics, Inc. since 1997. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services.

Amy Hatch is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise in various capacities since 2001. Outside of her advisory role, she is involved in organizing and participating in her high school reunion activities for Beloit Memorial High School. 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 clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice based on investment research and tax-aware withdrawal strategies.

Erin Calkins is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She has been with Robert Baird since 2005 and holds a Series 66 designation. Outside of her advisory role, she serves as a board member of B&B Tool Company and the Pregnancy Care Center in Rockford, IL. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Ronald Brierton is a financial advisor with RBC Capital Markets in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through various advisory programs, utilizing a combination of in-house and third-party investment managers.

Erik Valenza is a financial advisor with Ameriprise in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns CWAG, LLC, a business entity not related to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and third-party data to provide tailored recommendations within a managed account framework.

Thomas Peterson is a financial advisor with LPL Financial based in Rockford, IL, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc., Robert Baird & Co., RBC Capital Markets, and other firms. Outside of his advisory role, he has part-time employment as a delivery driver for Pizza Hut and DoorDash. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Michael Hibbard is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and Alpine Trust & Investment Services. Outside of his advisory work, he is a member of SWAG Pro, LLC, a business unrelated to investment services. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Leah Fink is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2018, following prior roles at SII Investments Inc and Madison Area Technical College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by extensive operational and research tools.

Steven Scholl is a CFP® with 14 years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior roles include positions at Byron Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he serves as Treasurer for American Legion Post 209, a nonprofit veterans organization in Byron, IL. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory and brokerage services to individual and institutional clients. The firm customizes investment strategies based on clients’ risk profiles, utilizing both internal and third-party managers across various portfolio management programs.

Carl Gnewuch is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Merrill Lynch/Bank of America and was involved with Prince of Peace Lutheran Church in Rockford, IL. He also serves as Finance Board Chairman for Kindle Servant Leaders in Bloomington, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Derek Erwin is a CFP® professional with 20 years of industry experience, currently serving at Raymond James & Associates since 2007. He holds the Series 66 designation and is based in Loves Park, IL. Derek participates as a committee member on the Rockton School District #140 board, which oversees his children’s K-8 education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Andrew West is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting clients with managing concentrated stock positions and navigating key financial transitions such as retirement, inheritance, or the sale of a business. Andrew also provides access to Bank of America Private Bank’s trust and estate planning services, as well as Bank of America's credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Andrew’s expertise includes college education planning, executive and equity compensation services, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, and socially responsible investing. He holds a Bachelor's Degree from Eastern Illinois University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Beyond his professional role, Andrew is involved with the Roscoe/Rockton Jr. Indians Football and Cheer program and the Roscoe United Methodist Church. His personal interests include adventure sports, boating, cooking, football, hunting, skiing, spending time with his family, and traveling.