Kassidy Gountanis is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Kassidy worked in community therapy services and held various roles including early childhood teacher and sales associate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Michael Smith is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Global Retirement Partners since 2017 and was previously with UBS Financial Services from 2014 to 2017. Smith also serves as a board member for The Center for Board Certified Fiduciaries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Erik Olsen is a financial advisor at Edward Jones in Woodstock, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served five years in the United States Navy. His background includes involvement related to veteran disability benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, supported by a large network of advisors and branch offices nationwide.

John Silmon is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and previously spent 18 years at KPMG LLP. Outside of his advisory role, he owns residential rental properties in Oak Park, Illinois. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Lord is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years. In addition to his advisory role, he manages a social media podcast called Shared Connections. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Hubbard is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has previously worked with Cetera Advisor Networks and operates Total Clarity Wealth Management, an independent registered investment advisory firm. Outside of his advisory roles, he is involved in several business ventures including financial services, tax preparation, and accounting firms under the Exemplar brand. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Jeffrey Bruce is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including five years at Cetera Advisor Networks and eight years with LPL Financial. Additionally, he serves in the United States Army Reserve and is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Michael Crouch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. 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 network of advisors and branch offices nationwide.

Kyle Merkling is a CFP® and holds the Series 66 designation, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Vivek Thayalan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Fidelity Brokerage Services, Bank of America, Merrill, and Citibank. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joshua Allen is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Bank of America, Merrill, Superior Ambulance, and Inventory Returns & Solutions. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody arrangements.

Tyler Pesola is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several other financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Alexander Lenz is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Terrence Maryniw is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has operated Maryniw Financial since 1985. He is also a partner in Monetary Solutions, LLC, a non-investment-related business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, offering financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Wayne Pover is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. Pover is also a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Nicole Hutcheson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ausdal Financial Partners, HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Paul Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Cetera and its affiliates since 2018 and also owns Smith & Associates Inc Insurance Services, where he sells fixed, health, property and casualty, and commercial insurance. Additionally, he serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services with over $256 billion in assets under management.

Alan Hafferkamp is a financial advisor with Wells Fargo Advisors in Woodstock, IL, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he is involved in managing a family farm in Sharon, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.