Robert Stackhouse is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with firms including Investors Capital Corporation and RPS Financial, where he is also the owner and registered representative. Stackhouse has been associated with Cetera in various capacities since 2016. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Sofiya Semanyshyn is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vermillion Financial Advisors and Le Colonial, as well as academic experience at the University of Illinois Urbana-Champaign. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Brim is a financial advisor with Charles Schwab, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at National Life Group and Lakeshore Financial Group. Outside of advising, he owns farmland in Central Illinois that he rents out for agricultural use. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management along with integrated custody and brokerage services.

Kent Atkinson is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and having 41 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he manages a rental property in Crystal Lake, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm employs a structured planning process and serves clients through both direct and corporate financial planning agreements.

Gregory Berg is a financial advisor with Ameriprise in Geneva, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing customized written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Nathan Arroyave is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at BMO Bank NA and Rogers & Holland's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Glenn Cohn is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial strategies aligned with their individual goals. He works alongside the Wealth Management Team to utilize Fidelity's comprehensive resources and provide goal-oriented guidance. He has professional experience as a Financial Consultant at Fidelity Investments since 2025, and previously served as an Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2022. Outside of his professional role, Glenn enjoys activities such as camping, comedy, exploring food, watching movies, parenthood, and traveling.

Ram Louis Del Mundo is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Fidelity Investments and TD Ameritrade, as well as experience outside finance at Nurses and Caregivers, Inc., Meijer Stores, and Northern Illinois University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services incorporating broad retail and institutional investment options.

Eric Gilmore is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Covenant Financial and Topco Associated LLC. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Anthony Kramp is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Graham is a Certified Financial Planner® with 16 years of industry experience. He has been with Edward Jones since 2012 and is based in Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and tax-efficient services under a fiduciary standard.

John Treptow is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Stephanie Johnston is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Stephanie has been working in the financial services industry since 2008, with progressive experience including positions at Baird, Exemplar Financial Network, Ameriprise Financial, Raymond James at Blackhawk Bank, and Baird again. Her expertise includes benefits and financial planning, having held multiple consultant and specialist roles throughout her career. Stephanie is committed to partnering with clients to understand their goals and develop personalized financial plans. Outside of her professional work, Stephanie enjoys camping, gardening, military service, reading, running, and volunteering.

Candace Van De Voorde is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at JP Morgan Securities and JPMorgan Chase Bank, and has operated Self/Corey Zeiger since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brett Meyer is a financial advisor with Ameriprise in St. Charles, IL, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at Morgan Stanley Private Bank and PNC investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Hjelm is a financial advisor with Merrill in Geneva, IL, holding Series 63, 65, and 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he serves as the Financial Secretary at Batavia Covenant Church, managing contributions and volunteer coordination. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Eric Larson is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Larson is involved in several business ventures including ownership of a sports training academy and multiple real estate and retail enterprises in Illinois and Wisconsin. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robert La Gesse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Emergent Safety Supply and Cox Enterprises. La Gesse serves on the Board of Directors for Elburn Youth Baseball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes annual written recommendation reports and tax-aware withdrawal strategies.

Catherine Cornille is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, previously holding roles at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management tools.