Lindsay Nommensen is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has held roles at Thrivent since 2021 and MWA Financial Services since 2018. Lindsay's background also includes work in educational settings and roles at nonprofit organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning across multiple topics, allowing clients to combine planning with managed accounts while keeping services distinct.

Cheryl Kranz is a financial advisor at Edward Jones in Crystal Lake, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Erik Andersen is a financial advisor with J.P. Morgan Securities in Crystal Lake, IL, holding Series 66 and Series 63 credentials and nine years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goris Financial Group and Northwestern Mutual Investment Management. Andersen previously operated a business under Technical Youth LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joseph Gleba is a financial advisor with Cetera, holding a Series 66 designation and over 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Porte Brown Wealth Management. He serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association as a committee member. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Aparna Sarma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America, N.A./Merrill Lynch for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Evelyn Gonzalez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Her prior work includes roles at Kelleher + Holland, LLC, Salvi & Maher LLP, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios composed of mutual funds, ETFs, and ETPs.

Derek Hartmann is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has been with LPL Financial since 2019. Outside of advising, he is involved in restoration work and occasionally caddies at a private golf club. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and custodial services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Wilcoxen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Exemplar Financial Network. Outside of her advisory role, she is a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Michael Germain is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Scura Paley Securities, MS Howells & Co, and O'shares. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Vicki Nielsen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her work history includes roles at Voya Financial Advisors and Integrity Financial Professionals, where she is also president and owner. Nielsen is an alumni member of Leadership Greater McHenry County and participates in local community activities such as the McHenry County Task Force on Aging and serving as a volleyball scorekeeper at Alden-Hebron High & Middle School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Keith Schoepke is a CFP® professional with 19 years of industry experience based in Crystal Lake, IL. He is the sole advisor at Wynstone Investment Advisors, LLC., an independent firm. Schoepke has worked with J.P. Morgan Securities Inc since 2007. Wynstone Investment Advisors serves clients seeking personalized financial guidance with an independent approach to investment management.

Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.