Eric Laughlin is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to model potential outcomes.

Nick Georgalas is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he assists clients and their families in building and maintaining financial plans tailored to their specific goals and situations. Prior to his current position, Nick served as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative from 2020 to 2021. Nick's professional experience at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting. He partners with clients to analyze their financial situations and implement customized plans to meet their objectives.

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.

Jeremy Eckert is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience in accounting and tax services, having worked at Trail CPA Corporation and GPL Tax & Accounting prior to joining LPL Financial. Outside of advisory work, he has a background in agricultural business through his role at Integrated Ag LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a wide range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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.

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.

Crystal Thomas is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at Merrill since 2022 and was previously with Morgan Stanley Smith Barney LLC for 13 years. Merrill offers managed account services through its Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm combines model-based and discretionary investment strategies supported by its Chief Investment Office and leverages access to Bank of America’s broader corporate platform.

Benjamin Miller is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds a CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Raymond James in 2024, Miller worked for UBS Financial Services Inc for 15 years. Outside of his advisory role, he serves as an officer involved in general neighborhood management for The Preserve at Long Grove. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting for a diverse client base that includes individuals, institutions, pension plans, and governmental entities, providing non-discretionary planning and a range of firm-sponsored programs and institutional consulting services.

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.

Thomas Sublewski is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC, as well as involvement with The Foodie Dog. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Lesley Torres is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2022. Prior to this, she held positions at Magnit, Paylocity, and Edgars Landscaping Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and supervisory functions.

Richard Augustine Sr. is a financial advisor with OSAIC based in Schaumburg, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at SagePoint Financial, Lincoln Financial Advisors, and Austin Bancorp. In addition to his advisory work, he serves as president of R.J. Augustine & Associates, Ltd., a corporation offering tax, accounting, and strategic business planning services, and he is the treasurer of the Founders Club Homeowners Association. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-assessment methods to manage portfolios across various asset classes on discretionary and non-discretionary bases.

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.

Gary Phelps is a financial advisor with Stifel in Barrington, IL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is a Notary Public, notarizing documents for clients. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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.

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.

Jaime Davison is a Series 66 credentialed financial advisor with Thrivent Investment Management, bringing eight years of industry experience. Prior to joining Thrivent in 2017, Jaime worked for 13 years at Leo Burnett. Outside of financial advising, Jaime serves as Merchandise Coordinator for Bulldog Youth Sports Football, a nonprofit focused on youth character development, and holds leadership roles in several Wauconda community organizations, including serving as PTO President for Wauconda School District 118 and Secretary for the Wauconda High School Fine Arts Boosters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, delivering comprehensive, goal-based planning without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

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.

Jeffrey Bobrowicz is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He has been with Wells Fargo and its affiliates since 2009, including roles at Wells Fargo Clearing. He holds the Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and utilizes proprietary research and tools to develop tailored recommendations.