Kent Bellgrau is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and is also a part owner of Winters & Co, LLC, an accounting and CPA firm where he is involved in tax and accounting services. In addition to his advisory role, he owns and operates Winters & Co, LLC, providing accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Robert Siers is a CFP® with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2012. Prior to this, he worked at JPMorgan Chase Bank, N.A. beginning in 2008. Outside of his advisory role, he is an owner and partner in Hatch and Fletch, LLC, a business involved in land acquisition. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Kariann Schuster is a financial advisor at Cetera with Series 63 and Series 65 licenses and three years of industry experience. She has worked with various branches of Cetera since 2021 and previously served the Village of Round Lake Beach for nine years. Outside of advising, she serves as a volunteer committee member for Wings and as an ambassador for the McHenry Chamber of Commerce and holds a vice president role in a local networking group, Business Before Breakfast. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing a range of portfolio management and financial planning options within a multi-manager platform.

Jamie Young is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Prior to joining Osaic in 2024, Jamie worked for Woodbury Financial Services for nine years and has operated a sole proprietorship for fixed life insurance and annuity sales since 1986. Jamie is also a board member of the Kenosha Community Foundation. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and various managed account solutions. The firm employs asset-allocation tools and risk assessment methods to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Joseph Spiegel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and JPMorgan Chase Bank since 2017, with prior experience at BMO Harris. 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. The firm focuses on non-discretionary advice and incorporates an ESG eligibility framework in its investment recommendations.

Philipp Tippow is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, including both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Tippow is also co-owner of PaxCo, a management practice unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Chavonta Parker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Parker worked at Jeniko Machine Works and 3d Industries, with earlier experience at Marking Specialist Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Michael Esposito is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at the American Conservation Coalition for two years. 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, including specialized planning for business owners, sports and entertainment professionals, and clients with unique circumstances.

Macklin Larsen is a financial advisor at Edward Jones in Fox Lake, IL, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at i3 Group from 2015 to 2018. He holds the Series 66 designation. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tyler Prickett is a financial professional with Cetera and holds a Series 66 designation. He has one year of industry experience and has worked with several firms including Batt Financial Group Inc. alongside his current roles. Outside of his financial services work, he is an Associate Manager in retail phone sales at T-Mobile. Cetera Investment Advisers LLC is a nationwide advisory platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform utilizing both affiliated and third-party managers.

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.

Henry Wanner is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Michael Schachner is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at DePaul University for three years and was a professional golfer and self-employed from 2008 to 2019. 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, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and branch offices.

Timothy Notaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Wayne Hummer Investments for 21 years prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Steven Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley, based in Lake Forest, Illinois, and has 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. 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 supported by structured processes and firm-approved tools.

Alan Grossman is a financial advisor with Edward Jones in Gurnee, IL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Edward Jones since 2000 and also has affiliations with Mesirow Financial and CitiBank dating back to the late 1990s. 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, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Monica Arnolde is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Joseph Thompson is a financial advisor at Edward Jones with 37 years of experience in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Ameriprise Financial Services for three years and Stifel Nicolaus for twelve years. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.