Scott Wertz is a financial advisor with Ameriprise in Winfield, IL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Citigroup Global Markets, among others. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The service uses a centralized team and combines internal research with third-party data and algorithmic tools to support asset allocation and withdrawal strategy decisions.

Roy Cook Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Dugan & Lopatka Wealth Management, Cetera, Raymond James Financial Services, and SAGE Private Wealth Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and resources.

Lance Clemens is a CFP®-certified financial advisor with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Clemens serves as an Illinois director for the Veteran's Golf Association, overseeing 20 veteran golf events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Mitchell Rottier is a financial advisor at Raymond James Financial in Geneva, IL, holding a Series 66 designation with three years of industry experience. His career includes roles at Morton Private Wealth Strategies, Inc. and Raymond James Financial Services, Inc., as well as prior positions in education and business. Rottier assists clients and develops new relationships in his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among similar large institutional advisors.

Donald Butler is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he spent time in various roles including positions at Northern Seminary, Harvest Bible Chapel, Bannockburn Church, and Butler Innovative Group. He serves on the Board of Trustees for the Village of Lily Lake, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

John Cahill is a financial advisor with Edward Jones in West Chicago, IL, holding Series 63 and Series 66 designations and with 33 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Robert Watson is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at BMO Harris Bank for 18 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Paul Loner is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Osaic Wealth Inc., having joined the firm in 2024 after 15 years at LPL Financial and prior roles at Raymond James Financial Services and Wells Fargo Clearing. Outside of his advisory role, Mr. Loner serves on the boards of Timberlane Village and a local Pregnancy Care Center. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of asset classes managed on discretionary or non-discretionary bases.

Kelsey Lahue is an advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Financial, Lahue held positions at Oracle, Brand Certain, Ellkay, Olive, and Cerner Corporation. 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 and model portfolio programs, supported by extensive resources and technology.

Justin Pisellini is a financial advisor with LPL Financial in Wheaton, Illinois, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2018. Piscesini also works part-time as a licensed administrative assistant for another financial advisor in his office. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Greg Lewandowski is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and Amcore Investment Services, Inc. Lewandowski is based in St. Charles, IL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by advanced operational and research tools.

Brian Richter is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2024 and previously held roles at Equity Services Inc and National Life Group. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Philip Harwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging Wells Fargo research and tools to develop tailored client recommendations.

James Davis is a financial advisor at Raymond James Financial with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services, Inc. since 1994. Outside of his advisory work, he is involved in the rehabilitation and rental of real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to assess potential outcomes, supporting clients through advisory programs and maintaining unique municipal advisory capabilities.

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.

Dino Marnell is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years and has operated Marnell Financial Services since 2001. Outside of advising, he serves on the boards of two LLCs involved in business decision-making and is a CPA involved in income tax and accounting consulting. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of financial advisers. The firm offers integrated brokerage and advisory services utilizing advanced portfolio construction tools and third-party platforms, supporting both discretionary and non-discretionary account management.

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.

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.