Eric Laughlin is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2001, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Daniel Mesch is a financial advisor with Edward Jones in Bartlett, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at the Village of Palatine Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sara Mills is a financial advisor at Edward Jones in Geneva, IL, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Amber Luczak is a financial advisor with Edward Jones in Fox River Grove, IL. She holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Chad Frantesl is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2024. He has prior business experience running Penguin Cleaning Services since 2010. 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 financial planning and investment management services through a large network of advisors, supported by various advisory platforms and technology tools.

Frank Petroczky is a Series 66-licensed financial advisor with Edward Jones in West Dundee, IL, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a director for the Shabbona Lake Sportsmans Club in Shabbona, IL, where he volunteers for club outings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Joel Callahan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2019, following prior roles at The Prudential Insurance Company of America and Shorewest Realtors. Outside of his advisory work, he operates a small e-commerce business selling shoes and clothing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick O Connor is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Freeze and Northern Michigan University. Outside of his advisory role, he serves on the Board of Directors for the Senior Care Volunteer Network and is involved in their Planning and Fundraising Committee. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Jeanette Hudepohl is a financial advisor with OSAIC, holding the PFS™ designation along with Series 63 and Series 66 licenses, and has 34 years of industry experience. Her prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., Reisner Hudepohl Financial Services, Inc., and Sunamerica Securities, Inc. She is also president of Reisner Hudepohl Financial Services, Inc., which provides tax preparation and consulting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs supported by both proprietary and third-party strategies.

Randy Golembeck is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior experience includes positions at Harvard State Bank and Midwestern Securities Trading Co. LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging derivatives and commodities capabilities.

Megan Pawlowski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Christopher Financial Group LLC. Outside of advisory work, she serves as a board member for the National Association of Insurance and Financial Advisors and officiates high school basketball and volleyball games. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Patrick O'Connor is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has been with Wells Fargo Advisors since 2011. Outside of his work at Wells Fargo, he co-owns Armada Financial Partners Ltd with his spouse. Wells Fargo Advisors 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 that include retirement, education, risk, and wealth-transfer planning, with specialized services requiring specific advisor credentials.

Lesley Torres is a financial advisor at Charles Schwab with two years of industry experience and holds a Series 66 designation. Her work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co Inc., Magnit, Paylocity, and Edgars Landscaping Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 affiliated discretionary separately managed accounts, supported by strategic asset allocation and a formal alternative investment process.

Robert Stackhouse is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has previously worked at Eastern Point Advisors Inc., Investors Capital Corp., and currently maintains a separate investment consulting and advising business, RPS Financial, which he owns and operates. He has been affiliated with Cetera and its affiliates since 2016. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment managers and various program structures.

Sofiya Semanyshyn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Vermillion Financial Advisors and Le Colonial. She attended the University of Illinois Urbana-Champaign from 2021 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Gary Phelps is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, and LaSalle Financial Services. In addition to his advisory work, he is a notary public who notarizes documents for clients. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which support client decision-making.

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 in Huntley, Illinois, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at BMO Bank NA, Rogers & Holland's, and ZALES. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with a wide range of investment strategies and support tools available to its network of over 22,900 advisors.