Nathaniel Galliart is a financial advisor at Edward Jones in Geneva, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He worked at COUNTRY FINANCIAL for 10 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jocelyn Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. Klosowicz is based in Batavia, Illinois. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

Itzel Vargas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017. Prior to her current role, she was involved with Home Restoration Experts Inc. for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Matthew Alexander is a CFP® certificant affiliated with LPL Financial, with seven years of experience in the financial services industry. He has worked at various firms including SagePoint Financial, Third Street Advisors, and OSAIC. Alexander is also involved with Alpha Dog Advisors LLC, a business entity he established 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Thomas Mc Cartney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 30 years of industry experience. Prior to his current role, he was associated with M Holdings Securities, Inc. and operated his private wealth management practice through My Advisor & Planner LLC. Outside of advisory work, he manages MAP Professional Building LLC, a family-owned business. 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, pension plans, corporations, and institutions. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

David Johnson is a CFP® professional with 31 years of experience in the financial services industry. He currently works at LPL Financial and has a background that includes nearly two decades at Wayne Hummer Investments, as well as experience at Chase Investment Services Corp. and Banc One Securities Corporation. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Eric Schneider is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate since 2012. Ameriprise offers retirement-income planning services for individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Kathleen Morton is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 41 years of industry experience. Her career includes roles at Norwex and Isagenix International, LLC, and she is a 50% owner and secretary of Morton Private Wealth Strategies, Inc. Morton also has a long-standing association with Melaleuca since 1993. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports wrap-fee advisory programs, and maintains specialized municipal and SIMPLE IRA advisory services.

Laura Bochenek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program uses a combination of quantitative and qualitative research to support recommendations and incorporates ESG considerations in eligible strategies.

Daniel Studebaker is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Northwestern Mutual and John Roland. He serves on the board of Fellowship of Christian Athletes, supporting high school athletes through athletics and discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning without discretionary trading authority. Their approach includes options for combining planning with managed accounts under a consolidated billing program called WealthPlan.

Domenico Ernandez is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Raymond James Financial since 2009 and previously worked at Merrill from 1999 to 2003. Ernandez is also a co-owner of Heritage Partners, Inc. Outside of his advisory role, he is involved in real estate activities through ownership and partnership in entities that focus on purchasing and renting properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, along with specialized advisory programs.

Zachary Dungee is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority and separate managed-account options under a consolidated billing system.

Michael Sloan is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wayne Hummer Investments for 15 years. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

John Verbeke is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and previously worked at A. G. Edwards & Sons, Inc. for two years. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Robert Richards is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Illinois Urbana-Champaign and Penn Mutual. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach includes structured discovery conversations and firm-approved planning tools, with offerings that range from financial planning to institutional investment programs.

Jennifer Dallas is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Ivan Feliciano is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is also a musician, creating music intended for streaming platforms. 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 non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG eligibility where applicable.

Cassandra Duernberger is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2024, with prior experience at Mennenga Tax & Financial and Harbour Investments, Inc. Outside of her advisory work, she serves on the board of directors for A Just Brew, Inc. and assists with tax preparation and consulting at Tax & Accounting Solutions, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning that incorporates tax-aware withdrawal strategies and Social Security claiming options.

Cambron Culpepper is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Culpepper worked in various school districts, including Community Unit School District 300 and Elgin Area School District U46, with a career spanning roles from 2012 to 2025. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.