Michael Ramirez is a financial advisor at J.P. Morgan Securities in Aurora, IL, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple JPMorgan entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes expertise in derivatives and commodities.

Steven Bergmann is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Equitable Advisors from 1999 to 2003. Bergmann also provides notary services and sells non-variable insurance products to clients. 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 range of advisory and brokerage services, including financial planning and third-party asset management, with a focus on combining scale and diverse financial offerings alongside its advisory platform.

Samuel Roller is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 65 licenses and with two years of industry experience. His prior work includes roles at DHI Mortgage Company and Moody Bible Institute. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a broad range of planning topics without including implementation of those recommendations.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Michael Marin is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Saint Charles, IL. He joined the firm in 2026 after a 16-year career at Siemens Healthineers. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates across multiple platforms and custodians, providing both discretionary and non-discretionary management and proprietary model strategies under the Founders Gate Capital brand.

Peter Daley is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank and its affiliated securities firm since 2014 and serves as an adjunct instructor of economics at McHenry County College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including an ESG eligibility framework, supported by a manager solutions team.

Inakshi Sukhani is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Edward Jones in 2021, she worked at US Bancorp Investments Inc. and US Bank from 2018 to 2021, and at JP Morgan Securities LLC and JP Morgan Chase from 2016 to 2018. 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 advisors and branch offices.

Nathaniel Galliart is a financial advisor at Edward Jones in Geneva, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He worked at COUNTRY FINANCIAL for 10 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Heim is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Aurora, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Michael Staehely is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Caterpillar for 11 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jocelyn Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. Klosowicz is based in Batavia, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

Jeffrey Prentice is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 33 years of industry experience. His career includes roles at Securian Financial Services, Financial Design Group, and positions managing his own firm, Prentice Financial Services, Inc. He is also involved in life settlements through approved vendors associated with Cetera. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Matthew Alexander is a CFP® certificant affiliated with LPL Financial, with seven years of experience in the financial services industry. He has worked at various firms including SagePoint Financial, Third Street Advisors, and OSAIC. Alexander is also involved with Alpha Dog Advisors LLC, a business entity he established for tax and investment purposes. 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 access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Thomas Mc Cartney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 30 years of industry experience. Prior to his current role, he was associated with M Holdings Securities, Inc. and operated his private wealth management practice through My Advisor & Planner LLC. Outside of advisory work, he manages MAP Professional Building LLC, a family-owned business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Timothy Wagenknecht is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at E*TRADE Capital Management LLC, Wealth Watch Advisors, LLC, and Fortified Financial Services, Inc. Outside of his advisory work, he is a partner in Patriot Property Partners, LLC, a company formed to hold and maintain property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and possessing nine years of industry experience. She has been with Raymond James & Associates since 2015. 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, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Kathleen Morton is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 41 years of industry experience. Her career includes roles at Norwex and Isagenix International, LLC, and she is a 50% owner and secretary of Morton Private Wealth Strategies, Inc. Morton also has a long-standing association with Melaleuca since 1993. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports wrap-fee advisory programs, and maintains specialized municipal and SIMPLE IRA advisory services.

Daniel Studebaker is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Northwestern Mutual and John Roland. He serves on the board of Fellowship of Christian Athletes, supporting high school athletes through athletics and discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning without discretionary trading authority. Their approach includes options for combining planning with managed accounts under a consolidated billing program called WealthPlan.

Michael Sloan is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wayne Hummer Investments for 15 years. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

John Verbeke is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and previously worked at A. G. Edwards & Sons, Inc. for two years. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.