Thomas Flynn is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. His prior work experience includes a brief period at Mens Wearhouse in 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Eric Thornburg is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jeffrey Bobrowicz Jr. is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Woodstock, IL, and has 11 years of industry experience. He previously worked with Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. He also has entrepreneurial involvement as a part-owner of Bobrowicz Wealth Management Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and planning tools to deliver customized recommendations.

Mark Manthey is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank N.A. and OneAmerica Securities, as well as managing member and owner of Naythem Consulting, LLC, a contracting business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Steven Garrels is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 17 years of industry experience. He previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, 1st Global Advisors, and Borhart Spellmeyer & Company. Outside of advising, he serves as Board Chairman of Harvard Savings Bank, a publicly traded financial institution currently in liquidation. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Charles Boe is a CFP®-credentialed financial advisor with Wells Fargo Advisors in Woodstock, IL. He has 46 years of industry experience and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he holds a minority ownership interest in a private country club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various financial needs.

Patrick Louise is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as the Athletic Director at St. Mary Catholic School in Woodstock, Illinois, where his son attends. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting customized strategies with a combination of proprietary research and third-party resources.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill Lynch, Charles Schwab, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cambron Culpepper is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Culpepper worked in various school districts, including Community Unit School District 300 and Elgin Area School District U46, with a career spanning roles from 2012 to 2025. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Jeannie Dulson is a financial advisor with Fidelity in Huntley, Illinois, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has worked with various Fidelity divisions since 1998. Outside of her advisory role, she acts as an agent for Randy Hansen, where she corresponds with a patent attorney and prepares vendor meetings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model strategies, and holds notable registrations such as with the CFTC as a commodity pool operator.

Pauline Staab is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 17 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent six years at Avantax Advisory Services. Additionally, she is a partner at Porte Brown LLC, a public accounting firm, where she provides attest, tax, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Gabe Grzeskiewicz is a Series 66 credentialed advisor with two years of industry experience, currently serving at Cetera. He has held roles at multiple Avantax entities since 2024 and is a partner at Porte Brown LLC, a CPA firm where he provides tax and accounting consulting and leads the Elgin office. Gabe is also a board member of the Elgin Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Terri Abrams is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James Financial Services, Inc. since 1999. Abrams serves on the Woodstock Police Pension Board as an advisory board member. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutional clients, and charitable organizations, using tailored planning and risk profiling tools.

David Marshall is a Series 66-licensed financial advisor with Edward Jones in Huntley, IL, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the City of Elgin for thirteen years. He serves as a director for AmSpirit Business Connections, coordinating networking groups in the McHenry County area. 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 solutions through a nationwide network of more than 23,000 financial advisors.

Pamela Miller is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2016. Miller is also owner of Shabsin-Miller, Inc., a business specializing in accounting, tax planning, and preparation, where she serves as an enrolled agent. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment advisory and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management through various program structures and custodial relationships.

Edward Alvigi is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. Before joining Edward Jones in 2019, he worked for MQ Construction for 15 years. Outside of his advisory role, he plays guitar in a local band that performs occasionally. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, supported by a large network of financial advisors and branch offices across the country.

Mc Kenna Marcinkowski is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked in various roles including government service with DeKalb County and in the hospitality sector. Outside of advising, she owns a custom T-shirt sales business called Made by Mack. 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, supported by a large nationwide network of advisors and branch offices.

Ryan Minehart is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he was affiliated with Illinois State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Tischart is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Ameriprise in 2026, she worked for The Huntington Investment Company for nine years and LPL Financial for four years. She has also been involved with The Well Of Living Waters Church for 14 years. Outside of her advisory role, she has an ownership interest in a retail business specializing in collectible merchandise. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Michele Manfredi is a financial advisor at Fidelity with 14 years of industry experience. His work history includes roles at BMO Harris Bank, PNC Bank, and Ambit Energy, where he is involved in a multi-level marketing business that provides electricity and natural gas in deregulated markets. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction with a focus on mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including charitable funds and registered investment companies, and utilizes model portfolios with systematic methodologies.