David Marshall is a Series 66-licensed financial advisor with Edward Jones in Huntley, IL, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the City of Elgin for thirteen years. He serves as a director for AmSpirit Business Connections, coordinating networking groups in the McHenry County area. 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 solutions through a nationwide network of more than 23,000 financial advisors.

Todd Bracy is a financial advisor at Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at Mesirow Financial Investment Management, Inc. and Mesirow Financial, Inc. from 2001 to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Pamela Miller is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She is also the owner of Shabsin-Miller, Inc., an accounting and tax preparation business where she serves as an enrolled agent handling tax planning and payroll. Pamela has held various roles at Cetera since 2016 and has experience at related firms associated with Joel Shabsin and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individual, retirement, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options, utilizing a multi-manager platform and various program structures.

Edward Alvigi is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. Before joining Edward Jones in 2019, he worked for MQ Construction for 15 years. Outside of his advisory role, he plays guitar in a local band that performs occasionally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, supported by a large network of financial advisors and branch offices across the country.

Jonathan West is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. West serves on the Board of Directors for Twelve Traditions, Inc., a nonprofit organization. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services alongside a broad range of advisory, brokerage, and insurance solutions.

Danny Hampton is a financial advisor with Edward Jones in Crystal Lake, IL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hampton owns a family farm in Enfield, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Karen Burns is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Louis Greifenstein is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities since 2007, including at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Robert Welsch Jr. is a financial advisor with OSAIC based in Dundee, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He also consults for the Robert Welsch Family Estate Support, assisting with estate-related matters. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Karen Chang is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank, N.A. starting in 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Bruce Corsaro is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Fifth Third Securities for seven years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he acts as an employer to his wife, who is a caregiver for their special needs son in order to receive government funding for care. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs comprehensive planning tools and methodologies designed to model potential financial outcomes.

Colleen Rapp is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Ameriprise Financial Services, MCG Securities, and First Trust Portfolios. She serves as a board member for Women in Networking, a women's networking group based in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Nancy Ambrose is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Barrington, IL. She has 17 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 Perkins is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He also serves as president of the Elementary School District 159 Board in Mattson, IL. Perkins holds a Series 66 license and is based in Crystal Lake, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and overseeing over $256 billion in assets under management.

Claire Llewellyn is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at The Rathskeller and FANUC America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Stephan Diol is a Series 66–licensed financial advisor with 27 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Merrill for nine years. Outside of his advisory role, he serves as president of the Aspen Grove Homeowners Association in Wauconda, IL. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, including pension and charitable organizations. The firm uses research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Patrick Spiedel is a Financial Consultant currently working at Fidelity Investments since 2023. He brings a decade of experience in financial services to his role, having held positions as an Investment Consultant at Fidelity Investments from 2022 to 2023, a Private Client Banker at JPMorgan Chase, N.A. from 2018 to 2022, and a Relationship Banker at JPMorgan Chase, N.A. from 2015 to 2018. His professional focus is on understanding clients' unique financial situations and partnering with them to build and implement comprehensive financial plans. Throughout his career, Patrick has worked closely with clients to provide ongoing support as their life circumstances and financial goals evolve. He relies on a breadth of knowledge accumulated over ten years to assist clients in their financial journeys. Outside of his professional work, Patrick has interests in fitness, gardening, parenthood, reading, running, and volunteering.

Indra Josephs is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Josephs serves on the board and finance committee of the School District 95 Educational Foundation in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools but does not provide individual security recommendations as part of standalone plans.

Nathan Stevens is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at BCH Wealth Management in 2022 and was affiliated with the University of Kentucky and Sport Court Midwest from 2020 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize the Global Investment Committee’s return estimates and Monte Carlo simulations.