Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Texas JJ's LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Justin Gritmacker is a financial advisor at Cetera with Series 63 and Series 65 licenses and approximately one year of industry experience. Prior to joining Cetera, he was involved with Patyks Farm & Market and Richardson's Adventure Farm. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Sarah Miller is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked at Woodbury Financial Services Inc and Brandt Financial Concepts. Miller has additional experience from a role at Genesis Hosting Solutions. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Cozza is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and employer-sponsored plans.

Robert Schrieber is a financial advisor with Robert W. Baird & Co. in Elgin, Illinois, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as an acting board member of a bank holding company and is involved in several LLC ownership and membership roles across healthcare and investment ventures. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations. The group offers a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, covering traditional and complex investment strategies.

Joshua Castillo is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 14 years of industry experience, including roles at LPL Financial since 2021 and BMO Harris since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, utilizing various investment strategies supported by research and technology tools.

Kelly Hacker is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Wintrust Investments LLC, Charles Schwab, and Morgan Stanley Smith Barney LLC. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Chamberland is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in its financial planning process.

Timothy O'Connor is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he manages the business operations of his franchise through Green Marble Partners Inc. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for individuals with significant investable assets.

Brian Pappalardo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2000 and joined Merrill in 2006, where he works alongside his father, Brian, a veteran of the industry. Brian has developed long-standing relationships with many clients who have known him since childhood, with these connections often spanning multiple generations. His approach focuses on building deep, personal bonds and helping clients achieve their financial goals. With experience navigating both volatile and thriving market conditions, Brian emphasizes a deliberate and conservative investment style. He supports clients in removing emotional decision-making from their financial choices, encouraging a focus on long-term results aligned with their needs and objectives. His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategies. Brian earned a bachelor's degree from Western State College of Colorado. He holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Crystal Lake, Illinois, with his wife, Julia. Brian has been engaged in ice hockey since childhood and continues to play and coach his four children. His personal interests also include gardening, cooking, and traveling.

Christopher Mikolajczewski is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Edward Jones, SPC, and Sigma Financial. Outside of his advisory practice, he owns Eagle Vigilance Training & Consulting, which provides self-defense and concealed carry training, and works as a part-time high school sports announcer. 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 portfolios, third-party asset management, and institutional platforms.

Stephen Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked with Mass Mutual Investors Services since 1988 and MassMutual Life Insurance Company since 1986. Additionally, he is involved in sales as an agent with The Todd Group, specializing in property and casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to develop collaborative, annual financial plans, with implementation conducted through separate brokerage or insurance arrangements.

Russell Olsen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Prior to that, he worked at Sandhurst Securities Ltd. since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

John Hanlin is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hanlin serves as a board member for Rose Farm Estates HOA in Woodstock, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, business-owner transition, sports and entertainment, special-needs, and divorce planning.

Jennifer Neighbors is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and was previously with JPMorgan Chase Bank, N.A. from 2010 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Kelly Mc Kay is a financial advisor with 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. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Himanshu Oza is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he held roles at CVS Health and Nielsen. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.