John Messerschmidt is a Series 66-licensed financial advisor with Thrivent Investment Management in Barrington, IL, where he has worked since 2008. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans throughout his career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning topics without portfolio management. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

Emily Werner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, she worked at Acceptance Now (Rent a Center LLC) and held various roles in education and retail. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and AI in research, its role as an advisor to multiple registered investment companies, and its management of model portfolios for Fidelity Institutional Wealth Adviser.

Joshua Van Namen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in the financial services sector since 2006, including 16 years at Country Insurance & Financial Services before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Jones is a financial advisor at OSAIC with 44 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 30 years and has been associated with Lincoln National Life since 1980. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by multiple program options and a complex affiliate network.

Michael Taylor is a Series 66-licensed financial advisor with Morgan Stanley in Barrington, IL, where he has worked since 2010. He has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

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.

Amanda Welter is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with oversight that addresses conflicts of interest.

Tyler Mccoy is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab and Charles Schwab Bank from 2016 to 2021. 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 financial planning and portfolio management services supported by a large network of advisors and integrated technology tools.

Wendy Corcoran is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. Her prior work includes eight years at Edward Jones and one year at Wintrust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Robert Murdock is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and is also the owner and partner of Outlets419 INC, an online eBay sales business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mark Davids is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Securities America Advisors and Securities America, Inc., and has operated Estate & Charitable Design Concepts Inc. since 2004. Davids serves as a volunteer mentor and non-profit board member for the Man Kind Project. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Marissa Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has held multiple roles at firms including Morton, Campbell & Shannon and MM Campbell Financial, Inc., where she serves as an officer. Outside of her advisory work, she is involved with supporting branch operations and client development through her roles in affiliated business entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal finance, and specialized retirement plan services.

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.

Elliot Meibach is a financial advisor with Edward Jones, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies through 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.

Robert Rudnicki is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.