Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

Robert Endres is a financial advisor at Stonebrook Capital Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Stonebrook Capital since 2012. Stonebrook Capital Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages diversified portfolios using a combination of fundamental and technical analysis, with an emphasis on downside risk management.

Cyla Fromm Minett is a financial advisor at American Independent Securities Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Northwestern Mutual and D.A. Davidson & Co. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Erik Zuberbuhler is a financial advisor with Harbour Investments, Inc. in Rockford, IL, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Harbour in 2019, he held roles at various organizations including House of Blues and Columbia College Chicago. Outside of advisory work, he is the president of High Tide Holdings, LLC, an entity established to acquire a workshop property. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management and model-based solutions.

Rodelle Zuberbuhler is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at both Integrity Investments and Harbour Investments since 2007. In addition to her advisory role, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Heath Sorenson is a CFP® professional affiliated with Associated Investment Services, Inc. in Rockford, IL, with 20 years of industry experience. His prior roles include positions at Midland Wealth Advisors, Raymond James Financial, and CedarPoint Investment Advisors, among others. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs using third-party managers and its affiliate Kellogg Asset Management, delivering advisory services through the Envestnet/NFS platform.

Zulfiqar Naqvi is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Edward Jones, Bank of America, Merrill, and New York Life Insurance Company. Outside of advising, he owned and operated a taxi affiliation business for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Kelly Eickstead is a financial advisor at Edward Jones in Beloit, WI, with 9 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2016, she worked at Newport Group for three years. Outside of her advisory role, she maintains a Mary Kay distributorship and serves on the Finance Committee of the YWCA Rock County in Janesville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branch offices, as well as its fiduciary standard and diverse portfolio management services.

Jeremy Mashburn is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has 14 years of experience in the financial industry and previously spent 25 years at Federal Express. Outside of his advisory role, Mashburn operates a tax preparation and planning business and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.

Mark Peiffer is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial in 2023. Peiffer also operates Peiffer Financial Services, LLC, a business entity for tax and investment purposes unrelated to his advisory role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

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.

Brittany Metz is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2017. Prior to this, she worked at Scentsy for two years. Outside of her advisory role, she is an associate and Chief Operating Officer at Montgomery Financial Services in Rockton, IL. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

James Easton is a CFP® with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at SagePoint Financial, where he has been active since 2014. In addition to his advisory role, Easton operates a sole proprietorship advising and selling fixed life and annuity products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Scott Stauffer is a CFP® professional with 35 years of experience in the financial industry. He has been with Raymond James & Associates since 2010 and also serves as a part-time arbitrator for FINRA. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with capabilities in public finance and municipal work.

Ronald Montgomery is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 25 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 Montgomery Property Management, LLC, which manages rental properties in Rockton, Illinois. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad range of implementation options.

Jon Heller is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 1997. In addition to his advisory role, he serves as treasurer for the Brodhead Youth Basketball Association. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

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.

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.

Kristine White is a CFP® professional with 26 years of experience in the financial services industry. She currently works at Cambridge Investment Research Advisors and has held prior roles at VOYA Financial Advisors and Waterside Financial Advisors. In addition to her advisory work, she operates an independent insurance agency and provides tax preparation and accounting services through Waterside Financial Advisors Tax Services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals utilizing various account platforms and investment strategies.

Tanya Arreguin is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2020. Tanya also has a background at JPMorgan Chase Bank, N.A., where she has worked since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Michael Alber is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services, LLC. Alber is also the owner of Alber Financial and serves as a deacon at St. Mary’s Catholic Church, where he is involved in liturgy, teaching, and spiritual advice. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Michael Foreman is a financial advisor at OSAIC with 36 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. Outside of his advisory role, he serves as the immediate past president of the Rockford Rotary Club and coaches boys volleyball at the Gifted Academy at Thurgood Marshall School. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Kristian Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at WEA Member Benefits from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Michael White Jr. is a financial advisor with Cambridge Investment Research Advisors in Rockford, IL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2020. In addition to his advisory role, he is an independent insurance agent and a partner in a tax preparation and accounting services firm. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment strategies.

Jeremy Pinnow is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Pinnow is involved in local community activities, including serving as chairperson of the City of Brodhead BID Board and operating a farm focused on hay and beef sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charities. The firm employs a range of investment strategies supported by technology tools and offers various advisory programs, with a network of over 6,000 advisors managing approximately $200 billion in assets.

Mark Lotzer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at VOYA Financial Advisors and has operated as an independent insurance agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Miguel Roman is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, he worked in sales consulting at Best Buy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.