Bradley Skiba is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual 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 planning process that incorporates firm-approved tools and scenario modeling.

James Bertucci is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Bertucci serves as a Board Trustee for the Village of Arlington Heights, providing guidance on budget and policy matters. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options to meet client needs.

Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.

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.

Darren Woodmore is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities and BMO Bank NA. Outside of finance, he has experience with Crosskicks Fitness LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment models across discretionary and non-discretionary accounts.

Brian Mueller is a CFP® certificant and financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jarid Brockman is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience, all of which have been with Edward Jones. He is based in Algonquin, Illinois. Outside of his advisory role, he serves as president of Brockman, Inc., an S-Corp. 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 strategies and investment options, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Clifford Hunn III is a financial advisor with Ameriprise in Crystal Lake, IL, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1999. Outside of advising, he is involved in independent insurance brokering and manages office expenses through a business ownership entity. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and leveraging algorithmic tools under oversight.

Chad Christell is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 financial advisors and branch offices.

Slavko Ivanisevic is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he supports executives in utilizing their company's benefits and developing efficient wealth plans across all five pillars of Wealth Planning. He has held this position since 2022. Slavko has been with Fidelity Investments since 2006, progressing through roles including Stock Plan Services Representative, Financial Consultant, and Vice President, Financial Consultant. He holds the Certified Financial Planner (CFP) designation and has extensive experience in helping clients grow and protect their wealth. Outside of his professional work, Slavko has interests in music, soccer, and traveling.

John Huff is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked with Cetera since 2005 and also owns Huff Enterprises Inc., a tax and accounting business. Additionally, he serves as treasurer for the McHenry Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Nicholas Payne is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2018 and Mesirow Financial from 2014 to 2017. 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 with a focus on tailored financial planning supported by structured discovery processes and firm-approved tools.

Kimberley Milfred is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Rebekah Berry is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 1999. Berry serves on the board and the Endowment Trust Committee of the Greater Elgin Family Care Center, where she participates in overseeing the overall investment allocation of the endowment trust. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a broad range of investment strategies and client goals.

Duane Luke is a financial advisor at Morgan Stanley with a Series 66 credential and over 30 years of industry experience. His prior work includes roles at Northern Trust, Discover Financial Services, and Capital One. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Bradley Peterson is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing eight years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, and it offers both retail and institutional solutions alongside additional services such as private funds and principal trading.

Melinda Camardella is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Elmhurst Health. Outside of finance, she is an acupuncturist, owning Return to One Acupuncture and working as an independent contractor at Momentum Health Center; she has also served on boards related to acupuncture in Illinois. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm offers a range of advisory programs delivered through a network of representatives and emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Andrew Minehart is a financial advisor with Edward Jones in Elgin, IL, holding CFP® and ChFC® designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Minehart is president of Minehart Enterprises LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies with affiliated capabilities such as trust services and securities-based lending.

Timothy Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2009. Fraser operates a separate wealth management business under the name Fraser Wealth Management. 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 a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Lyle Berkson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is involved in a residential rental business. 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.