Our Staff

Rockford Office: Bates Financial Advisors, Inc., and its affiliate companies, are equipped with a staff of well-qualified, experienced financial experts who are focused on providing the very best in products and services to their clients.
George E. Bates, CFP

George E. Bates, CFP

Registered Representative & Financial Advisor Principal
​Mark A. Jones, CFP

​Mark A. Jones, CFP

Registered Representative & Financial Advisor
Robert E. Morvice

Robert E. Morvice

Financial Advisor Principal
Kate Pearson

Kate Pearson

Advisor Assistant
Cheri Adair

Cheri Adair

Advisor Assistant
Roberta Counley

Roberta Counley

Advisor Assistant
Marina Peacock

Marina Peacock

Advisor Assistant
Felicia Gulotta-Johnson

Felicia Gulotta-Johnson

Office Administrator
Jennifer (Bates) Charles

Jennifer (Bates) Charles

Backoffice Administrator Compliance Administrator
Teresa Maylum

Teresa Maylum

Database Administrator
Ana Cruz

Ana Cruz

Electronic Repository Administrator