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.

Robert Welsch Jr. is a financial advisor with OSAIC based in Dundee, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at FSC Securities and The Retirement Group, LLC. He also consults for the Robert Welsch Family Estate Support, assisting with estate-related matters. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Karen Chang is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank, N.A. starting in 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Bruce Corsaro is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Fifth Third Securities for seven years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he acts as an employer to his wife, who is a caregiver for their special needs son in order to receive government funding for care. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs comprehensive planning tools and methodologies designed to model potential financial outcomes.

Brian Zdeblick is a financial advisor at Ameriprise with 12 years of industry experience. He previously worked at Fidelity Investments and Nuveen Investments. Outside of his advisory role, he serves on the Board of Directors for the Tri City Chargers Youth Football organization in St. Charles, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Colleen Rapp is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Ameriprise Financial Services, MCG Securities, and First Trust Portfolios. She serves as a board member for Women in Networking, a women's networking group based in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

Amy Trotter is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. She has 36 years of industry experience, including time at Wells Fargo Clearing. She also owns and operates Trotter Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad menu of planning options and integrates advisory services with other financial products and referral channels.

Nancy Ambrose is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Barrington, IL. She has 17 years of industry experience and 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.

Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Halm is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved with Halm Rentals LLC, managing rental properties, and holds a shareholder interest in Pivotal Health, a home health services company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Flentge is a Series 66 licensed financial advisor with Edward Jones in Geneva, IL, where he has worked for 14 years. His entire professional experience has been with Edward Jones since 2012. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Claire Llewellyn is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at The Rathskeller and FANUC America Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Stephan Diol is a Series 66–licensed financial advisor with 27 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Merrill for nine years. Outside of his advisory role, he serves as president of the Aspen Grove Homeowners Association in Wauconda, IL. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, including pension and charitable organizations. The firm uses research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.

Indra Josephs is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Josephs serves on the board and finance committee of the School District 95 Educational Foundation in Lake Zurich, Illinois. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools but does not provide individual security recommendations as part of standalone plans.

Ryan Minehart is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he was affiliated with Illinois State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Stevens is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at BCH Wealth Management in 2022 and was affiliated with the University of Kentucky and Sport Court Midwest from 2020 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize the Global Investment Committee’s return estimates and Monte Carlo simulations.

Jeff Mende is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2011. Prior to his current role, he has also worked with Jpmorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with client decision-making authority retained.

Eric Hilgart is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at LPL Financial since 2021 and concurrently with Harris Investor Services, Inc. since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting a range of investment strategies implemented by its advisors.

Cammie Humke is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked at Cetera and its affiliates since 2019 and is also a senior analyst at The Humke Group, Inc., a financial services firm she has been involved with since 2014. Outside of her advisory roles, she serves on the finance committee of The Congregational United Church of Christ in St. Charles, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers across discretionary and non-discretionary structures.

W Grigg is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering customized written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and emphasizes the use of Ameriprise-managed accounts within its investment approach.