Matthew Drafall is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on topics such as retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing system.

Matt Foster is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

Todd Lefevre is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Clearing. 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, and institutional platforms, with a focus on both advisory and non-advisory financial services.

Logan Morrison is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Medline Industries LP, Pure Processing, and Morgan Stanley. Morrison’s background also includes academic and secondary education roles. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Michael Reichman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes eight years at J.P. Morgan Securities and seven years at Chase Investment Services Corp. He operates in Crystal Lake, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with model portfolios, customized strategies, and advanced research tools.

Janine Kerin is a financial advisor at Edward Jones in Crystal Lake, IL, holding a Series 66 designation and with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Boys & Girls Clubs of Dundee Township and Northwestern Medicine. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branches nationwide.

John Schwalbach is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, both located in Barrington, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and modeling techniques.

Anthony Nguyen is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to address client questions and ensure alignment between financial plans and client goals, working closely with clients throughout the process. His professional experience includes positions as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2022 to the present. Prior to that, he worked as an Associate Banker at JPMorgan Chase from 2019 to 2022. Outside of his professional work, Anthony has interests in badminton, board games, comedy, food, and swimming.

Adam Tatroe is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with LPL Financial since 2021 and previously worked at Harris Investor Services, Inc. and Edward Jones. 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, model portfolios, third-party asset management, and institutional platforms.

Kevin Kerrigan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Charles Schwab since 1995, including 13 years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

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.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes a year at TRC Advisory and several periods outside the industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

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.

Jason Erpelding is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kelsey Vasquez is a financial advisor at Edward Jones in Schaumburg, Illinois, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at T-Mobile, Uber, JP Morgan Chase Bank, and several other firms across various sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary services, and maintains a large national network of advisors and branch offices.

Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.

Michael Bruce is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.