F. Covey is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management in Chicago. He specializes in liquidity management, managing new wealth, and portfolio management services, providing strategic guidance to clients as part of the firm's enhanced advisory platform. Covey began his career in private wealth management in 1999 at Lehman Brothers alongside his current business partners. He subsequently worked with UBS Private Wealth Management starting in 2007 before joining Merrill. Prior to his wealth management career, he was employed at Ernst & Young in their Tax and Audit Group as a Certified Public Accountant and later worked with Diversified Financial Management Corp., supporting accounting and tax compliance for entities owned by the Pritzker Family Business Interests. Covey leads the team’s “Virtual Family Office,” focusing on asset allocation and manager due diligence. He earned a Bachelor of Science in Business Administration in Accounting from John Carroll University. Covey is involved in several civic and charitable organizations, including serving as past president of the Union League Club of Chicago, trustee of the Union League Club's Boys and Girls Clubs, and director roles on the boards of John Carroll University and the Western Golf Association/Evans Scholars Foundation. His personal interests include golfing, hunting, and traveling.

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.

Steven Lois is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory work, Lois serves as Past President of the Geneva Lakes Family YMCA board and is a board member of the Geneva Lake Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Pamela Miller is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She is also the owner of Shabsin-Miller, Inc., an accounting and tax preparation business where she serves as an enrolled agent handling tax planning and payroll. Pamela has held various roles at Cetera since 2016 and has experience at related firms associated with Joel Shabsin and Associates. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors. The firm serves individual, retirement, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options, utilizing a multi-manager platform and various program structures.

Grant Seitz is a financial advisor with Edward Jones in Lake Geneva, WI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Action Power Sports for one year and spent eleven years with Arbor Images Inc. 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, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Richard Casciaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Grove Point Advisors, H. Beck, UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. He is also involved in insurance sales related to equity indexed annuities, fixed annuities, long-term care, and life insurance. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation methods.

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.

Lisvet Villanueva Rosas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2020, with prior experience at JPMorgan Chase Bank and BMO Harris. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG criteria in its recommendations.

Christopher Mikolajczewski is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Edward Jones, SPC, and Sigma Financial. Outside of his advisory practice, he owns Eagle Vigilance Training & Consulting, which provides self-defense and concealed carry training, and works as a part-time high school sports announcer. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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® professional with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2022. He also holds ownership interests in wealth management groups based in Woodstock, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Timothy Fraser is a financial advisor at LPL Financial with 22 years of industry experience and holds Series 63 and Series 65 licenses. He has been with LPL Financial since 2009. Fraser operates a separate business under the name Fraser Wealth Management in Woodstock, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment products, utilizing a mix of model portfolios, third-party management, and customized strategies, supported by advanced research and operational tools.

Thomas Sublewski is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank and BMO Bank NA. Outside of finance, he was involved with The Foodie Dog from 2015 to 2020. 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 other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brianne Mosbach is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. She was previously with Northwestern Mutual Investment Management for 17 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access.

Jeffrey Bobrowicz is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Morgan Stanley Dw Inc. He is involved in private investment ventures through entities he owns. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo’s research and planning tools. The firm offers a broad range of planning services and integrates advisory with product sales and referral channels.

Candace Van De Voorde is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 66 and Series 63 designations and bringing 15 years of industry experience. Her prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. She has been associated with Self/Corey Zeiger since 2009 alongside her other professional engagements. 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 through a large network of representatives, using various investment strategies and operational tools, and manages over $819 billion in discretionary assets.

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.