Alfonso Cobb is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has previously worked with firms including J.P. Morgan Securities LLC and Fidelity Investments. Cobb also serves as an adjunct professor at The American College of Financial Services and California Lutheran University, teaching courses in leadership and behavioral finance. He is managing director of Cobb Consulting Group, LLC, which provides professional training and coaching for students pursuing advanced degrees in organizational leadership. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven, asset-allocation strategies and utilizes third-party managers and platforms such as Envestnet, operating as an enterprise-scale adviser with several hundred advisors managing approximately $4.07 billion in client assets.

Eric Anderson is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. He has been with the firm since 2018 and previously worked at Pandora Media. Anderson serves as a board member of the Fox River Grove Police Pension Board, providing oversight of the village police pension fund and disability issues. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies managed by internal teams and third-party managers, combining custody, execution, and advisory services through a large network of advisors.

Chad Demarre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 13 years of industry experience and has worked with firms including NYLife Securities and Intandem Financial Strategies and Insurance Solutions, LLC, which he owns. Outside of advisory work, he hosts the Nimble Journey Podcast, an inspirational talk show focused on life experiences. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, often working with institutional sponsors within the New York Life affiliate structure.

James Goehl is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and with 41 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third parties.

Timothy Oman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as a part-time football coach at Alden Hebron High School and Woodstock North High School District 200. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers various investment strategies through wrap programs, combining custody and execution services with internally managed trading desks.

Brian Reilly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 56 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards & Co since 2013. Outside of his advisory role, he serves as a trustee for his deceased father-in-law’s investment-related affairs. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a variety of managed strategies with ongoing monitoring and rebalancing.

Jeanette Murray is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a variety of managed strategies and maintaining an internal trading desk.

Joshua Kubiak is a financial advisor with Edward Jones in Genoa, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2009. Kubiak serves as president of the City of Genoa Police Pension Board, where he participates in decisions regarding pension fund allocations and obligations. 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 strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Thomas Flynn is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. His prior work experience includes a brief period at Mens Wearhouse in 2018. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Jeffrey Bobrowicz Jr. is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Woodstock, IL, and has 11 years of industry experience. He previously worked with Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. He also has entrepreneurial involvement as a part-owner of Bobrowicz Wealth Management Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to deliver customized recommendations.

Mark Manthey is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and OneAmerica Securities, as well as managing member and owner of Naythem Consulting, LLC, a contracting business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Charles Boe is a CFP®-credentialed financial advisor with Wells Fargo Advisors in Woodstock, IL. He has 46 years of industry experience and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he holds a minority ownership interest in a private country club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various financial needs.

Patrick Louise is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as the athletic director for St. Mary Catholic School in Woodstock, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill Lynch, Charles Schwab, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jeannie Dulson is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 1998. Outside of her advisory role, she acts as an agent for Randy Hansen, assisting with correspondence related to patent matters and vendor meetings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

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.

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.

Mc Kenna Marcinkowski is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked in various roles including government service with DeKalb County and in the hospitality sector. Outside of advising, she owns a custom T-shirt sales business called Made by Mack. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Michele Manfredi is a financial advisor at Fidelity with 14 years of industry experience. His work history includes roles at BMO Harris Bank, PNC Bank, and Ambit Energy, where he is involved in a multi-level marketing business that provides electricity and natural gas in deregulated markets. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including charitable funds and registered investment companies, and utilizes model portfolios with systematic methodologies.

Matthew Drafall is a financial advisor with Thrivent Investment Management in Huntley, IL, holding Series 66 and Series 63 credentials and 16 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses covering a wide range of financial planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping those services separate.