Kathleen Liggins is a Series 66-licensed financial advisor with Edward Jones in Buffalo Grove, IL, where she has six years of experience. She has been with Edward Jones since 2007 in various roles. Outside of her advisory work, she serves as Treasurer for the Barrington Juniors Women’s Club and is a managing member of BK Legacy Holdings LLC, a consumer retail products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory strategies, including both discretionary and non-discretionary options, and maintains a large nationwide network of financial advisors and branch offices.

Christine Kusher is a Series 66-licensed financial advisor with LPL Financial, based in Gurnee, IL, and has 23 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Inc. and Cuna Mutual Insurance Society, where she has worked for over a decade. Outside of her advisory work, she is also a self-employed musician. 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 provides a wide range of financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies.

Gavin Virtue is a financial advisor with RBC Capital Markets in New York, NY. He holds the Series 66 designation and has been with RBC Capital Markets since 2023. Prior to that, he worked at CUNA Mutual Group and has experience in both academic and community settings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Maurice Griffin is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Stephen Yates is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2010, including Morgan Stanley Private Bank, N.A., since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Jonathan Jansky is a financial advisor with J.P. Morgan Securities in Libertyville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley. Outside of finance, he performs as a musician in a cover band. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Its advisory process integrates quantitative and qualitative research and may include ESG considerations.

Brent Anderson is a financial advisor with J.P. Morgan Securities in Vernon Hills, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and affiliated implementation services.

Joseph Egan is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Merrill from 1995 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and approved planning tools, while serving clients through both individual and corporate arrangements.

Nikolaos Balis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Wells Fargo in various capacities 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 within a non-discretionary advisory framework.

Michael Ranieri is a financial advisor with Thrivent Investment Management in Gurnee, Illinois, holding a Series 66 designation and having 23 years of industry experience. He has worked with Thrivent Financial for Lutherans since 2005 and with Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering various topics and offers the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Adam Liebman is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked for Wayne Hummer Investments for 20 years before joining LPL Financial in 2025. His credentials include Series 63 and Series 66 licenses. 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, model portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Kenyon Knight is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilfred Wax and JPMorgan Chase Bank. 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 large network of financial advisors and branch offices nationwide.

Eric Hilgart is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at LPL Financial since 2021 and concurrently with Harris Investor Services, Inc. since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting a range of investment strategies implemented by its advisors.

Colleen Kehoe is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. Her career includes roles at MassMutual Life Insurance Company, Ameriprise, American United Life, Wela Financial, and Thrivent Financial. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships and offering specialized services such as divorce and estate-settlement planning.

Mark Kohnke is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2000 in various roles, including Primerica Advisors since 2006. Outside of his financial services career, he operates a delivery service business and works as an Uber driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies supported by third-party asset managers and custodial services. The firm serves a large network of advisors and emphasizes model-driven portfolio recommendations rather than institutional or pension plan management.

Carolyn Rowland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015 and also has roles with affiliated firms dating back to 2014. Outside of her advisory work, she supports an environmental services training business as an administrative assistant. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Kira Cole is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Art Salnikov is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kent Bellgrau is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and is also a part owner of Winters & Co, LLC, an accounting and CPA firm where he is involved in tax and accounting services. In addition to his advisory role, he owns and operates Winters & Co, LLC, providing accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Robert Siers is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. Outside of his financial advisory role, he is also an owner and partner of Hatch and Fletch, LLC, a company involved in land acquisition. 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 program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.