Jarid Brockman is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience, all of which have been with Edward Jones. He is based in Algonquin, Illinois. Outside of his advisory role, he serves as president of Brockman, Inc., an S-Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Clifford Hunn III is a financial advisor with Ameriprise in Crystal Lake, IL, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1999. Outside of advising, he is involved in independent insurance brokering and manages office expenses through a business ownership entity. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and leveraging algorithmic tools under oversight.

Matthew Myre is a financial advisor with Edward Jones in Sycamore, IL, holding Series 63 and Series 66 credentials and with 47 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1979. Outside of his advisory role, he is involved as a partner in real estate investments, including a building housing his Edward Jones office and several other tenants. 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 programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Andrew Minehart is a financial advisor with Edward Jones in Elgin, IL, holding CFP® and ChFC® designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Minehart is president of Minehart Enterprises LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies with affiliated capabilities such as trust services and securities-based lending.

Patrick Naughton is a financial advisor with Cetera, holding a Series 63 designation and 38 years of industry experience. He has been with Cetera and its affiliates since 1988 and founded Naughton Financial Services in 2012. Outside of his advisory work, Naughton serves on the Board of Lay Trustees for Marmion Academy, a private high school, and is a board member of the John Paul II Renewal Center, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Michael Wemple is a financial advisor with LPL Financial in Sycamore, Illinois, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with LPL Financial since 2016 and concurrently serves as a wealth advisor at Heartland Bank and Trust. Prior to these roles, he held positions at Midwestern Securities Trading Company, Chase Investment Services, and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Chad Frantesl is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2024. He has prior business experience running Penguin Cleaning Services since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, supported by various advisory platforms and technology tools.

Jeremy Eckert is a Series 66-registered advisor with LPL Financial in Crystal Lake, Illinois. He has professional experience in accounting and tax services, having worked at Trail CPA Corporation and GPL Tax & Accounting prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Frank Petroczky is a Series 66-licensed financial advisor with Edward Jones in West Dundee, IL, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a director for the Shabbona Lake Sportsmans Club in Shabbona, IL, where he volunteers for club outings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Patrick O Connor is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Freeze and Northern Michigan University. Outside of his advisory role, he serves on the Board of Directors for the Senior Care Volunteer Network and is involved in their Planning and Fundraising Committee. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Patrick O'Connor is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has been with Wells Fargo Advisors since 2011. Outside of his work at Wells Fargo, he co-owns Armada Financial Partners Ltd with his spouse. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, with specialized services requiring specific advisor credentials.

Ernesto Aranda is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise in Crystal Lake, IL. His prior experience includes roles at The Huntington Investment Company and Bank of America. He has also been affiliated with DePaul University since 2016. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on tax-aware withdrawal strategies and dependable income sources.

Nathan Arroyave is a financial advisor with LPL Financial in Huntley, Illinois, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at BMO Bank NA, Rogers & Holland's, and ZALES. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with a wide range of investment strategies and support tools available to its network of over 22,900 advisors.

Glenn Cohn is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial strategies aligned with their individual goals. He works alongside the Wealth Management Team to utilize Fidelity's comprehensive resources and provide goal-oriented guidance. He has professional experience as a Financial Consultant at Fidelity Investments since 2025, and previously served as an Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2022. Outside of his professional role, Glenn enjoys activities such as camping, comedy, exploring food, watching movies, parenthood, and traveling.

Eric Gilmore is a financial advisor at OSAIC with a Series 66 designation. He has worked in the financial services industry since 2023, including roles at Topco Associated LLC and Covenant Financial. Prior to his financial career, he had experience in other sectors from 2016 to 2024. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing a range of programs such as Unified Managed Accounts and third-party money manager offerings.

Anthony Kramp is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

John Treptow is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with advice implemented through various strategies and supported by advanced research and operational tools.

Stephanie Johnston is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Stephanie has been working in the financial services industry since 2008, with progressive experience including positions at Baird, Exemplar Financial Network, Ameriprise Financial, Raymond James at Blackhawk Bank, and Baird again. Her expertise includes benefits and financial planning, having held multiple consultant and specialist roles throughout her career. Stephanie is committed to partnering with clients to understand their goals and develop personalized financial plans. Outside of her professional work, Stephanie enjoys camping, gardening, military service, reading, running, and volunteering.

Candace Van De Voorde is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 66 and Series 63 designations and bringing 15 years of industry experience. Her prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. She has been associated with Self/Corey Zeiger since 2009 alongside her other professional engagements. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, using various investment strategies and operational tools, and manages over $819 billion in discretionary assets.

Kimberly Tuzzolino is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services with a focus on non-discretionary guidance supported by firm research and model manager options.