Donald Butler is a financial advisor at Edward Jones in Geneva, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Northern Seminary, Harvest Bible Chapel, Bannockburn Church, and Butler Innovative Group. He serves on the Board of Trustees for the Village of Lily Lake, IL. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

John Cahill is a financial advisor with Edward Jones in West Chicago, IL, holding Series 63 and Series 66 designations and with 33 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Audrey Pickering is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and bringing 13 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

Robert Watson is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at BMO Harris Bank for 18 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Kelly Mc Kay is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 65 licenses. Mc Kay has been with Edward Jones since 2021, with a total of six years at the firm and no prior industry experience before that. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets across a broad network of financial advisors and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Sheldon Clark is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Clark has ownership interest in VS Clark Investments, LLC, a family estate business based in Boise, Idaho. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kelsey Lahue is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining LPL Financial, Lahue worked at Oracle, Brand Certain, Ellkay, Olive, and Cerner Corporation. 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 services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a large network of advisors and advanced operational tools.

Justin Pisellini is a financial advisor with LPL Financial in Wheaton, Illinois, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2018. Piscesini also works part-time as a licensed administrative assistant for another financial advisor in his office. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Greg Lewandowski is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and Amcore Investment Services, Inc. Lewandowski is based in St. Charles, IL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by advanced operational and research tools.

Joseph Batelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank, Foresters Financial, and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and investment management.

Brian Richter is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2024 and previously held roles at Equity Services Inc and National Life Group. 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Courtney Kaufmann is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at ICS Solutions and The Sugar Circle in various roles. Outside of her advisory work, Kaufmann creates content on YouTube. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

James Davis is a financial advisor at Raymond James Financial with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services, Inc. since 1994. Outside of his advisory work, he is involved in the rehabilitation and rental of real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to assess potential outcomes, supporting clients through advisory programs and maintaining unique municipal advisory capabilities.

Jana Pretzer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, IL, bringing 12 years of industry experience. She has worked at Robert W. Baird since 2019 and previously at Wells Fargo Clearing from 2016 to 2019. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies with ongoing research and monitoring and manages approximately $394 billion in regulatory assets as of December 2025.

Meghan Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. She previously worked for Bank of America/Merrill Lynch for ten years. Outside of her advisory role, she owns a habit tracking application through Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, an Airbnb rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies.

Matthew Johnson is a financial advisor with LPL Financial in Barrington, IL. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he has experience at institutions including Wintrust Bank, Amazon Web Services, and American Family Insurance. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, 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 network of over 22,800 advisors.

Robin Alvigi is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she co-owns a rental townhome with her husband, which they manage personally. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jason Bennett is a financial advisor with Edward Jones in West Dundee, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2017. 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 broad range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Salvatore Guccione is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes five years at Morgan Stanley before joining Charles Schwab and Charles Schwab Bank in 2018. Outside of financial advising, he is an author of historical fiction, screenplays, and novels. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides a broad range of multi-asset investment options supported by centralized operations.

Kurt Ro is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Wintrust Investments LLC, Great Lakes Advisors LLC, and Thrivent Financial, among others. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.