Diego Gomez Tagle Graullera is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank NA, and AT&T Prime. Edward Jones is a full-service wealth management firm serving more than 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Field is a financial advisor with UBS Financial Services holding Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Painewebber Incorporated since 1998, which is part of his extensive tenure in the financial sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets and lending solutions.

Matthew Frankowski is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at E*Trade Securities, Parkway Bank, and Belmont Bank and Trust. Outside of his advisory work, he has operated as an independent contractor for Uber Technologies. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary investment services.

Suzanne Hollingsworth is a financial advisor with Cambridge Investment Research Advisors in McHenry, Illinois, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at LPL Financial and Uvest Financial Services Group. She is also involved with Dunlap Financial Services Inc. as an employee under a trade name. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides services through multiple platforms and custodians, supports both discretionary and non-discretionary management, and offers proprietary model strategies under the Founders Gate Capital brand.

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 at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Goris Financial Group, Northwestern Mutual Investment Management, and Technical Youth LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through affiliated entities.

Joseph Gleba is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Avantax and Porte Brown Wealth Management. Gleba serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Aparna Sarma is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in McHenry, IL. She previously worked at Bank of America/Merrill Lynch for seven years and has been with JPMorgan Chase Bank, N.A. since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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 at LPL Financial with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2019. Outside of his advisory work, he occasionally caddies at a private golf club and is involved in restoration work through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jennifer Wilcoxen is a financial advisor with Cetera, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Cetera and its related entities since 2013 and previously spent over a decade at Exemplar Financial Network. Wilcoxen is also a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

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. He is the sole advisor at Wynstone Investment Advisors, LLC, an independent firm based in Crystal Lake, IL. His prior experience includes roles at J.P. Morgan Securities Inc. and LaSalle Financial Services, Inc. Wynstone Investment Advisors serves clients independently, focusing on personalized financial planning and 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.