Sophia Purcell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Everspring Inc and TWO MEN AND A TRUCK. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and technology, including artificial intelligence, to support its advisory services.

Ashli Bowen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Michele Hall is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Royal Alliance, Ausdal Financial Partners, Wells Fargo Clearing, and Center Street Advisors. Outside of her advisory role, she owns a tax preparation company and provides notary services for clients. OSAIC Wealth serves a diverse client base through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Jeffery Hadt is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at LyondellBasell for nine years and Berry Plastics Corp for three 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools.

Douglas Elliott is a financial advisor with Ameriprise in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. Prior to joining Ameriprise in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice.

Konnor Burk is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at Duncan-Williams Inc. and Banded Holdings Inc., and has additional experience in education and entrepreneurial ventures, including roles at the University of Memphis, Tipton-Rosemark Academy, and operating Excellent Edges Lawn Care. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Lynnea Kutcka is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Outside of advisory services, she is involved in non-variable insurance activities. 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 institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.

Samuel Shaw is a CFP®-designated financial advisor with LPL Financial in Valparaiso, Indiana, with seven years of industry experience. Prior to joining LPL Financial, he worked at Centier Bank and also provides financial planning and consulting services through R.B. Smith Co. Inc., an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services with various investment approaches and platforms, supported by a large network of advisors and extensive asset management.

Joseph Laciak is a financial advisor with LPL Financial in Valparaiso, Indiana, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at OneAmerica Securities, Inc. and American United Life. Alongside his advisory role, he has operated Laciak Accountancy Group, PC, a CPA firm, for over 30 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 wide range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational tools and a broad platform of non-advisory services.

Morgan Meschede is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Inc. and operates an LLC, Harvey Wealth Management, where he also serves as a notary. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and multiple program options, supporting a range of client types from individual investors to corporate clients.

Matthew Baker is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Inc. and Next Financial Group, Inc. He also leads Baker Consulting, a firm providing financial planning focused on annuities, life insurance, and related products, and has over 20 years of tax preparation experience as a degreed accountant. OSAIC serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, model-based asset allocation, and portfolio optimization strategies. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Todd Bertrand is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He 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.

Jeffrey Ryan is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 29 years of industry experience. He has been with Cetera Advisors LLC since 2014 and also serves as an advisory representative for Ergawealth Advisors, Inc. Outside of his role at Cetera, he owns Ryan Investment Management, an S corporation focused on financial planning and asset management. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to various program structures and third-party money managers.

Jeffrey Torok is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Edward Jones from 2016 to 2023. Outside of his advisory roles, he officiates high school girls and boys basketball. 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 institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory work and a SIMPLE IRA Employer Advisory & Consulting Services program.