Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Anthony Cascio Mariana is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 and has been based in St Charles, IL. Outside his advisory role, he is a co-owner of a rental property in Naperville, IL. 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 approximately $1.01 trillion in assets and provides a range of investment strategies and affiliated services under a fiduciary standard.

Matt Cole is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Green State Credit Union for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory programs supported by a large nationwide network of financial advisors and branch offices.

Mark Overby is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory work, he manages a rental real estate property. 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 financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research support.

Robert Schrieber is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Schrieber serves as an acting board member of a bank holding company and is involved with several LLC ownerships and investments in non-investment related ventures. Robert W. Baird & Co.’s Private Wealth Management department, which includes The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies along with internal research and technology tools.

Timothy O'Connor is a CFP® with 39 years of industry experience, currently advising at Ameriprise Financial Services, LLC. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. He is also president of Green Marble Partners Inc., where he manages the financial operations of his franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Pappalardo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2000 and joined Merrill in 2006, where he works alongside his father, Brian, a veteran of the industry. Brian has developed long-standing relationships with many clients who have known him since childhood, with these connections often spanning multiple generations. His approach focuses on building deep, personal bonds and helping clients achieve their financial goals. With experience navigating both volatile and thriving market conditions, Brian emphasizes a deliberate and conservative investment style. He supports clients in removing emotional decision-making from their financial choices, encouraging a focus on long-term results aligned with their needs and objectives. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategies. Brian earned a bachelor's degree from Western State College of Colorado. He holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Crystal Lake, Illinois, with his wife, Julia. Brian has been engaged in ice hockey since childhood and continues to play and coach his four children. His personal interests also include gardening, cooking, and traveling.

Christopher Mikolajczewski is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Edward Jones, SPC, and Sigma Financial. Outside of his advisory practice, he owns Eagle Vigilance Training & Consulting, which provides self-defense and concealed carry training, and works as a part-time high school sports announcer. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked with Mass Mutual Investors Services since 1988 and MassMutual Life Insurance Company since 1986. Additionally, he is involved in sales as an agent with The Todd Group, specializing in property and casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to develop collaborative, annual financial plans, with implementation conducted through separate brokerage or insurance arrangements.

Kelly Mc Kay is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 65 licenses. Mc Kay has been with Edward Jones since 2021, with a total of six years at the firm and no prior industry experience before that. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets across a broad network of financial advisors and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Sheldon Clark is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Clark has ownership interest in VS Clark Investments, LLC, a family estate business based in Boise, Idaho. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Paul Loner is a CFP® with 24 years of industry experience, currently serving at Osaic Wealth Inc. He previously worked at LPL Financial for 15 years and has additional experience with Raymond James Financial Services and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of Timberlane Village and the Pregnancy Care Center and owns an insurance agency focused on health and Medicare supplement insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across numerous financial planning and investment programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Jana Pretzer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, IL, bringing 12 years of industry experience. She has worked at Robert W. Baird since 2019 and previously at Wells Fargo Clearing from 2016 to 2019. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies with ongoing research and monitoring and manages approximately $394 billion in regulatory assets as of December 2025.

Meghan Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. She previously worked for Bank of America/Merrill Lynch for ten years. Outside of her advisory role, she owns a habit tracking application through Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, an Airbnb rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies.

Robin Alvigi is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she co-owns a rental townhome with her husband, which they manage personally. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jason Bennett is a financial advisor with Edward Jones in West Dundee, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2017. 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 broad range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Daniel Harley is a financial advisor with LPL Enterprise in Crystal Lake, IL, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Harley serves as a board member of the Campton Cemetery Association, a nonprofit organization in Campton Hills, IL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, emphasizing financial planning and consulting without accepting performance-based fees.

Christopher Maxwell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Chase Investment Services Corp., and Banc One Securities Corporation. He serves as a trustee of a family trust in Crystal Lake, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm uses model-driven investment strategies developed by internal research and third-party portfolio strategists, and it offers various financial planning, asset management, and insurance-related services through a broad network of investment adviser representatives.

Kurt Ro is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Wintrust Investments LLC, Great Lakes Advisors LLC, and Thrivent Financial, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Byron Furdge is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at firms including GoHealth, State Farm VP Management Corp, and Morningstar Financial Services. Outside of advising, Byron is involved in teaching budgeting through his consulting business, FKC Enterprises. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large network of advisors and branch offices nationwide.