Joseph Rumbley is a Certified Financial Planner® (CFP®) with over 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, working out of St Charles, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Laura Needs is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2016, including an earlier tenure from 2016 to 2021 and continuing from 2021 to the present. Outside of her advisory role, she is involved in real estate investing through LNLK Enterprises LLC. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Terrence Maryniw is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. He is also the owner of Maryniw Financial and a partner in Monetary Solutions, LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management and manages a multi-billion dollar asset base across multiple platforms and custodians.

Mark Hornok is a financial advisor at Edward Jones in Barrington, IL, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Edward Jones since 2001. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

George Cook is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of 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 uses structured discovery conversations and firm-approved planning tools in its financial planning process.

Jamie Lemkau is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Lemkau holds Series 63 and Series 65 credentials and is based in Barrington, Illinois. 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 and financial planning services supported by structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Richard Petras is a financial advisor with Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at RBC Capital Markets from 2001 to 2007. He serves as a trustee for family-related trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and uses research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Nicole Hutcheson is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her prior roles include positions at Ausdal Financial Partners, Inc., HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative and qualitative research supported by centralized due diligence and incorporates a range of eligible strategies, including an ESG framework.

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, Cetera, Fifth Third Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Jason Hersh is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Cetera and CETERA Financial Specialists LLC for over a decade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning.

Timothy Glennon is a financial advisor with LPL Financial in Batavia, IL, holding a Series 66 designation and with 28 years of industry experience. His prior roles include positions at Grove Point Investments, H. Beck, Inc., Cetera Wealth Services, and Tower Square Securities. Outside of his advisory work, he is involved with JP Glennon & Associates and serves as a notary with The Financial Group, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Murphy is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages individual and education savings accounts for a family member and holds a traditional IRA. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Anna Maria Fosteras is a CFP® and holds a Series 66 license with Morgan Stanley, where she has worked since 2013, including 11 years at Morgan Stanley Private Bank, N.A. She has 13 years of experience in the financial industry. In addition to her advisory role, she is involved in publishing through self-publishing and authorship activities outside of her financial career. 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 with a focus on tailored financial planning and utilizes firm-approved tools and market simulations in its planning process.

Bryan Holstrom is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Covenant Financial, and Paragon Advisors. Outside of his advisory role, Holstrom serves as a board member for Mid-America Reformed Seminary and as a trustee for Grace Orthodox Presbyterian Church, where he also volunteers as a financial planner for ministers. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

Joan Winter is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in photography through her proprietorship, PhotoJJenic, and as a partner in Julie Gockman Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Celeste Bailey is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of her financial career, she works as a freelance soccer referee and is involved in teaching and mentoring through the Illinois Soccer Referee Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools to develop tailored plans, serving approximately $2.74 trillion in client assets.

Andrew Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as positions at Valparaiso University and Barrington High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm’s approach combines goal-based analyses and allows clients to integrate planning with managed-account programs while maintaining separate service structures.

Jacob Lewandowski is a financial advisor with LPL Financial based in Huntley, Illinois. He holds the Series 66 designation and has four years of industry experience, including roles at BMO Harris Bank and Packback Inc. His background also includes positions in education and race management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Aonan Wang is a financial advisor with LPL Financial located in Carol Stream, IL. He holds the CFP® designation along with Series 65 and Series 63 licenses. Wang's career includes roles at BMO Bank, Royal Bank of Canada, HSBC Bank (Canada), and the Industrial and Commercial Bank of China (Canada), totaling several years of experience in the financial sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment approaches, including model portfolios and third-party asset management, and operates with a large network of advisors managing substantial discretionary assets.