Alan Hafferkamp is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in operating a family farm in Sharon, Wisconsin. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for its clients.

James Davids is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. from 2000 to 2019. He is also a partner in Dorion-Gray Financial Services Inc., a business entity for tax and investment purposes. 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 financial planning and investment services, utilizing both proprietary research and third-party strategies across various platforms.

Ellen Crabtree is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at BMO Harris Bank and Home State Bank NA. 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 through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Kamaljit Kalia is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at BMO Harris Bank for nine years. 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, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Lewandowski is a financial advisor with LPL Financial based in Huntley, Illinois. He holds the Series 66 designation and has four years of industry experience, including roles at BMO Harris Bank and Packback Inc. His background also includes positions in education and race management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brooke Gaylord is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with one year of industry experience. Brooke’s prior experience includes roles at Forvis Mazars, DRW Holdings, Kirkland & Ellis, and a previous tenure at Edward Jones. Outside of finance, Brooke has worked in the salon industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

David Field is a financial advisor with UBS Financial Services holding Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Painewebber Incorporated since 1998, which is part of his extensive tenure in the financial sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets and lending solutions.

Matthew Frankowski is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at E*Trade Securities, Parkway Bank, and Belmont Bank and Trust. Outside of his advisory work, he has operated as an independent contractor for Uber Technologies. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary investment services.

Suzanne Hollingsworth is a financial advisor with Cambridge Investment Research Advisors in McHenry, Illinois, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at LPL Financial and Uvest Financial Services Group. She is also involved with Dunlap Financial Services Inc. as an employee under a trade name. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides services through multiple platforms and custodians, supports both discretionary and non-discretionary management, and offers proprietary model strategies under the Founders Gate Capital brand.

Amber Hubbard is a financial advisor with Robert Baird & Co. in Elgin, IL, holding Series 66 and Series 63 licenses and 10 years of industry experience. Her prior roles include positions at Edward Jones, Tighe Kress & Orr PC, and St. Meyer & Hubbard. She is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a wide range of services including financial planning, portfolio management, and custody and brokerage services, relying on internal research and manager oversight to support its advisory approach.

Lindsay Nommensen is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds the Series 66 designation and has held roles at Thrivent since 2021 and MWA Financial Services since 2018. Lindsay's background also includes work in educational settings and roles at nonprofit organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning across multiple topics, allowing clients to combine planning with managed accounts while keeping services distinct.

Cheryl Kranz is a financial advisor at Edward Jones in Crystal Lake, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2013. 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 range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Terence Foster is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He currently works at Robert Baird & Co. in Elgin, IL, where he has been since 2019. Prior to Baird, he held positions at Wells Fargo Clearing and Cambridge Investment Research Advisors. Foster serves as a finance committee member at Harvest Bible Chapel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a variety of managed account strategies and research tools, including artificial intelligence, and offers municipal advisory services alongside its advisory offerings.

Adam Vietmeier is a financial advisor with J.P. Morgan Securities in Elgin, Illinois, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked with JPMorgan entities since 2014, serving in various capacities within the firm over that period. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and implemented with affiliate resources.

Alex Lima is a financial advisor with Charles Schwab, holding a Series 66 license and one year of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch, and he serves as a Corporal and Fire Team Leader in the United States Marine Corps, where he coaches as a Combat Marksman. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and a multi-asset investment approach supported by centralized custody and trading infrastructure.

Erik Andersen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Goris Financial Group, Northwestern Mutual Investment Management, and Technical Youth LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through affiliated entities.

Joseph Gleba is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Avantax and Porte Brown Wealth Management. Gleba serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Aparna Sarma is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in McHenry, IL. She previously worked at Bank of America/Merrill Lynch for seven years and has been with JPMorgan Chase Bank, N.A. since 2024. 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 advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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.

Derek Hartmann is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2019. Outside of his advisory work, he occasionally caddies at a private golf club and is involved in restoration work through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset classes.