Casey Torrey is a financial advisor at Edward Jones in Round Lake, IL, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Torrey is the owner and singer of a local band called Acousticats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Kim Nash Walker is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Lanex LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option that combines planning with managed-account services while maintaining these services separately.

Andrew Heller is a financial advisor with LPL Financial in Kenosha, WI, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is the owner of a business called Just a Little Kick. LPL Financial serves individual and institutional clients, including retirement plans and charitable organizations, through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Stephen Levonowich is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services INC, Spectrum Wealth Advisors, City of Kenosha, and PPG Partners LLC. Outside of advising, he is the owner and president of SJL Tax & Accounting, a tax preparation and accounting firm. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing various tools and third-party resources to construct diversified portfolios for individual and institutional investors.

Chadwick Noyes is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Guardian, New York Life Insurance Company, and Eagle Strategies LLC. Outside of his advisory work, he volunteers as a youth sports coach and serves on the board of a nonprofit organization supporting individuals with Down syndrome. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various investment programs along with educational seminars and structures financial planning as ongoing, collaborative engagements.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and also operates RJW Investment Consultants and RJW Insurance Consultants, providing insurance and investment consulting services. Additionally, he offers college funding counseling through RJW College Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies and platforms, combining proprietary models with third-party strategies, and supports both discretionary and non-discretionary account management.

Michael Marella III is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2007. Outside of his advisory role, he is involved with The Land Barons LLC, an LLC focused on real estate rental properties, where he handles general maintenance and bookkeeping. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations, with both discretionary and non-discretionary options.

Quinn Landl is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working with the Krannert Art Museum. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios incorporating mutual funds, ETFs, and ETPs.

Susan Schwarm is a financial advisor with Ameriprise in Libertyville, IL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she manages an LLC that holds commercial property used exclusively for conducting Ameriprise business. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement who meet specific asset thresholds, combining research and modeling with tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kerry Schwarcz is a Series 66 licensed financial advisor at J.P. Morgan Securities with 25 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Schwarcz spent a decade at UBS. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sean Welsh is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Spectrum Wealth Advisors. OSAIC serves a diverse range of retail and institutional clients by offering brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

John Reakes is a financial advisor with LPL Financial and holds a Series 66 designation. He has 19 years of industry experience, including roles at Old National Bank since 2022 and First Midwest Bank from 2016 to 2022. Reakes also operates as a financial advisor and wealth advisor at Old National Bank in addition to his work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from multiple sources.

James Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2010. 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 a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services supported by a nationwide network of financial advisors and branch offices.

Daniel Volk is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked for Wayne Hummer Investments for 16 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Timothy Antos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Cetera since 2005 and also co-owns Antos Advisors, Ltd., a CPA firm where he provides tax services including tax returns and IRS representation. Additionally, he is principal partner at Antos Wealth Advisors, a wealth management firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Connor Terry is a Series 66-licensed financial advisor with J.P. Morgan Securities and has two years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo Advisors. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Anastasia Thermos is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at U.S. Bancorp Investments, Inc., Cuna Brokerage Services, Inc., and Abbott Laboratories Ecu. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and systematic methodologies in its investment process and serves as an adviser to multiple registered investment companies and fund-of-funds.

Robert Allen IV is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. In addition to his advisory role, he has been involved with Chicago Tag & Label since 2001 and Primerica Financial Services since 1999. Outside of advisory services, he is engaged in selling loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Busey II is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services Inc., operated as a self-employed advisor, and spent 15 years at Robert W. Baird & Co. Inc. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer a wide range of investment options and portfolio management solutions.