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.

Todd Wentland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with JPMorgan Chase Bank, NA since 2003 and joined J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Jana Pretzer is a financial advisor with Robert W. Baird & Co. in Elgin, IL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct-indexing.

Meghan Martin is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for ten years. Outside of her advisory role, Martin manages a habit tracking application through her ownership of Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, which operates Airbnb rental properties. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

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.

Thomas Manzardo is a CFP® and ChFC® with 34 years of experience in the financial industry. He has been with Ameriprise since 2005, currently based in Schaumburg, Illinois. Outside of his advisory role, Manzardo is a co-owner of Buckhorn Grill & Bar in Wisconsin and serves as a trustee on the board of the Schaumburg Township Elementary School Foundation. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a centralized team that provides written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Emma Robison is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held positions in education and retail, including roles at Northern Illinois University and Walmart. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Harley is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the board of the Campton Cemetery Association, a nonprofit organization in Campton Hills, IL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is typically model-driven, using portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Donald Duvall is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Harris Investor Services, Inc and Harris Bank NA. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Roger Hohol is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates Complete Tax Services, a tax preparation business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Maxwell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Chase Investment Services Corp., and Banc One Securities Corporation. He serves as a trustee of a family trust in Crystal Lake, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm uses model-driven investment strategies developed by internal research and third-party portfolio strategists, and it offers various financial planning, asset management, and insurance-related services through a broad network of investment adviser representatives.

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.

Ralph Kunzmann is a CFP®-credentialed financial advisor with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and personal representative for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving large institutional clients with tailored plan-level solutions.

Bradley Skiba is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Travis Ormsby is a CFP®-certified financial advisor with Wells Fargo Advisors, bringing 10 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2015. Outside of his role at Wells Fargo, Ormsby holds ownership interests in two wealth management groups based in Woodstock, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth criteria and integrates advisory services with other financial products and referral channels.

Jarid Brockman is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience, all of which have been with Edward Jones. He is based in Algonquin, Illinois. Outside of his advisory role, he serves as president of Brockman, Inc., an S-Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.