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.

Megan Pawlowski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Christopher Financial Group LLC. Outside of advisory work, she serves as a board member for the National Association of Insurance and Financial Advisors and officiates high school basketball and volleyball games. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

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.

Thomas Sublewski is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank and BMO Bank NA. Outside of finance, he was involved with The Foodie Dog from 2015 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lesley Torres is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co Inc., Magnit, Paylocity, and Edgars Landscaping Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by strategic asset allocation and a formal alternative investment process.

Jason Brim is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at National Life Group and Lakeshore Financial Group. Outside of advising, he owns farmland in Central Illinois that he rents out for agricultural use. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

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.

Jaime Davison is a Series 66 credentialed financial advisor with Thrivent Investment Management, bringing eight years of industry experience. Prior to joining Thrivent in 2017, Jaime worked for 13 years at Leo Burnett. Outside of financial advising, Jaime serves as Merchandise Coordinator for Bulldog Youth Sports Football, a nonprofit focused on youth character development, and holds leadership roles in several Wauconda community organizations, including serving as PTO President for Wauconda School District 118 and Secretary for the Wauconda High School Fine Arts Boosters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, delivering comprehensive, goal-based planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

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.

Jeffrey Bobrowicz is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Morgan Stanley Dw Inc. He is involved in private investment ventures through entities he owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo’s research and planning tools. The firm offers a broad range of planning services and integrates advisory with product sales and referral channels.

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.

Cheryl Red is a CFP® professional with 23 years of industry experience, currently affiliated with Charles Schwab. Her prior roles include positions at Tiaa and Be Incredible Coaching. She serves as president of Woodstock Professional Business Women, a nonprofit focused on raising scholarship funds for women returning to school. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by centralized custody and research.

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.

Charity Davis Lowe is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, Illinois, where she has worked since 2015. She has 14 years of experience in the industry. Outside of her advisory role, she assists with various non-investment activities including occasional caregiving and event service roles. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and strategic partnerships.

Stephen Middaugh is a financial advisor with Edward Jones in Lakewood, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a member of White Barn Door LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Lisa Micklevitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Wells Fargo Clearing from 2008 to 2012. Outside of advisory work, she serves in a township role assisting with field inspections and property measurements. 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, and institutional platforms, supported by a large network of investment adviser representatives.