Broker Check

Our Team

Paul Loner

Financial Advisor

(815) 963-9385

[email protected]

Paul is a financial advisor with over 15 years of experience and is securities registered in the States of AZ, CO, FL, IL, IN, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, and WI. Paul focuses on the idea that financial planning cannot be just about money, but how each part of your life (family, community, faith, and financial) interconnects.

Paul graduated from the Northern Illinois University with a Bachelor of Science degree, majoring in Finance. After graduating from college, Paul returned to Rockford where he began work as a financial advisor. Paul immediately passed the Series 7, 63, and 65 registration exams (currently held with LPL Financial) along with the exams for Life and Health Insurance. After satisfying the education, examination, years of experience, and ethics requirements, Paul became a Certified Financial Planner™.

Paul is licensed with LPL Financial. Paul is also a Certified Financial Planner™ and satisfies the annual continuing education requirements to maintain that certification.

Paul is active in the community and church and currently serves on the board of First Love International Ministries. Paul’s wife, Elizabeth, currently educates their two daughters Aly and Emily. As a family, they enjoy engaging and experiencing different countries and cultures as part of their education.

Gary Lundberg

Financial Advisor

(815) 877-1200

[email protected]

Gary has been a financial advisor for more than 22 years and is securities registered in the states of CO, IL, FL, KS, TN, VT and WI.  Gary works primarily with pre-retirees and retirees to custom design strategies for suitable income needs in the short term and the long term.  Key concerns that affect planning include potential tax liabilities, inflation assumptions, appropriate risk controls, diversified investment portfolio design and potential for growth over the long term.

Gary graduated from Letourneau University, Longview, Texas, with a Bachelor’s degree in Bible and Aviation Technology.  He worked as a business analyst at Woodward Governor.  In 1996, he received a Master’s degree in Business Administration from Rockford University.  After that he started a retirement planning and investment advising practice in Rockford, Illinois.  Gary has passed his exams for securities licenses 7, 63 and 65 (currently held with LPL Financial) along with the exams for life and health insurance.

Gary is active in community and church volunteer projects.  He is an adjunct faculty at Judson University, Elgin, Illinois.  He teaches managerial accounting, corporate finance and principles of management and leadership.  Gary is married for more than 36 years to his wife, Carol. 

They have three grown children.