Erik Andersen is a financial advisor with J.P. Morgan Securities in Crystal Lake, IL, holding Series 66 and Series 63 credentials and nine years of industry experience. Before joining J.P. Morgan in 2018, he worked at Goris Financial Group and Northwestern Mutual Investment Management. Andersen previously operated a business under Technical Youth LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eric Jones is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has worked at Baird since 2017 and previously spent 13 years at TransWare Enterprises Inc. Outside of his advisory role, Jones is involved as an employee in tax preparation at American Midwest Tax & Accounting. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

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.

Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Troy Oates is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Twin Power from 2017 to 2019. Oates owns Forthright Financial, a financial services firm based in Sycamore, Illinois, where he provides financial services and works with third-party brokers on alternative life insurance strategies. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs and consulting services.

Jennifer Wilcoxen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Exemplar Financial Network. Outside of her advisory role, she is a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Gina Ward is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight for sub-advisers while addressing conflicts of interest.

Ryan Genz is a financial advisor with Edward Jones in Sycamore, IL, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Christopher Folmar is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked briefly at LSC Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sonia Olivo is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to her financial services career, she spent twelve years at Sally Beauty Supply. 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Keith Schoepke is a CFP® professional with 19 years of industry experience based in Crystal Lake, IL. He is the sole advisor at Wynstone Investment Advisors, LLC., an independent firm. Schoepke has worked with J.P. Morgan Securities Inc since 2007. Wynstone Investment Advisors serves clients seeking personalized financial guidance with an independent approach to investment management.

Jeffrey Benson is a CFP® with 38 years of industry experience. He is the principal of Benson Advisory Services & Asset Management and has previously worked at Royal Alliance Associates, Inc. Outside of his advisory work, he serves as a church council member and provides federal and state income tax preparation services. Benson Advisory Services & Asset Management serves a small client base, offering investment advice, financial planning, brokerage, and insurance services. The firm provides coordinated planning and execution through multiple compensation methods and may recommend third-party advisers to clients.

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.

Larry Knoble is a CFP® with 41 years of experience in the financial industry. He has been affiliated with OSAIC since 1989. In addition to his advisory work, he sells life, disability, long-term care, dental, and health insurance, as well as fixed annuities. Knoble, Larry H. is an independent firm serving clients with personalized financial advice, including investment analysis and portfolio rebalancing based on risk tolerance.