Matthew O Connor is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2025 and has prior work experience in various industries, including home remodeling and credit union services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Timothy O'Connor is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he manages the business operations of his franchise through Green Marble Partners Inc. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for individuals with significant investable assets.

Christopher Mikolajczewski is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously advised at Spc and Sigma Financial. Outside of financial advising, he owns Eagle Vigilance Training & Consulting, a self-defense and concealed carry training business, and works part-time as a high school sports announcer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Russell Olsen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Prior to that, he worked at Sandhurst Securities Ltd. since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

John Hanlin is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hanlin serves as a board member for Rose Farm Estates HOA in Woodstock, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, business-owner transition, sports and entertainment, special-needs, and divorce planning.

Sheldon Clark is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Clark has ownership interest in VS Clark Investments, LLC, a family estate business based in Boise, Idaho. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Eric Dahl is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Belvidere, Illinois. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.

Timothy Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009 and operates under the dba Fraser Wealth Management in Woodstock, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party 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.

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.

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.

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.

Scott Bloom is a financial advisor with Raymond James Financial in Belvidere, IL, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at firms including FNBO, PNC Investments, and LPL Financial. He is also associated with First Investments and Planning, a DBA used by his group at FNBO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations among large institutional advisors.

Kimberly Tuzzolino is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Raymond James & Associates since 2019, with previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Stephen Middaugh is a financial advisor with Edward Jones in Lakewood, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a member of White Barn Door LLC. 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 solutions, supported by a large national network of financial advisors and branch offices.

Karen Kwiatkowski is a CFP® professional with 43 years of industry experience, currently with LPL Financial since 2021. She previously spent 39 years at Waddell & Reed, Inc., along with extensive experience in insurance agencies and tax preparation services. Outside of her advisory work, she has been involved in tax preparation and accounting. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Brittany Hafferkamp is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Paychex, Inc. for nine years. 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 using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Megan Kirchner is a financial advisor at Edward Jones in Harvard, Illinois, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at GoLeadingIT, Inc., RIVS, Inc., and Follett School Solutions. 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 programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.