Luke Hryszczuk is a financial advisor at OSAIC with two years of industry experience and holds the Series 66 designation. He has previously worked at Service One Financial Group and Bates Financial Group, and he studied at Grand Canyon University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed accounts. The firm employs various tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Catherine Cooper is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Ameriprise and has held roles within the firm since 2023. Outside of her advisory work, she is employed by Integrity Point LLC as an Associate Financial Advisor on the Sales and Advice team. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Michelle Todd is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with individuals and families to assess their financial situations and develop tailored financial plans. Michelle emphasizes regular reviews and adjustments to these plans to adapt to changes in clients' life circumstances or market conditions. Her experience at Fidelity Investments includes positions as Central Relationship Manager from 2023 to 2024 and Financial Representative from 2021 to 2023. Through these roles, she has developed expertise in client relationship management and financial planning. Outside of her professional responsibilities, Michelle has interests in pets, reading, traveling, and volunteering.

Joni Mallory is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company for 33 years. 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.

Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Heather Hilleshiem is a financial advisor at Edward Jones in Sycamore, IL, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Thomas Gaudio is a financial advisor at Edward Jones in Sycamore, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at KCT Credit Union and Cornerstone National Bank and Trust Company. He also worked with the Huntley Park District for five years before entering financial advisory. 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, supported by a nationwide network of more than 23,000 financial advisors and extensive affiliated capabilities.

Kevin Sullivan is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked in a variety of roles, including positions with Topstep LLC and the Chicago Cubs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Bryan Holstrom is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Covenant Financial, and Paragon Advisors. Holstrom serves on the Board of Trustees for Mid-America Reformed Seminary and is a trustee for Grace Orthodox Presbyterian Church, where he also volunteers as a financial planner for ministers. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering brokerage, advisory, and financial planning services through a large network of affiliated advisors. The firm employs proprietary asset allocation tools and integrates multiple investment platforms, including access to third-party money managers and unified managed accounts.

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.

Timothy Beasley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked for American Midwest Bank (Heartland Bank & Trust) for 20 years. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Field is a financial advisor with UBS Financial Services in Huntley, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Painewebber Incorporated since 1998, which is affiliated with his current firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also operates with institutional trading capabilities alongside wealth management services.

Justin Gifford is a financial advisor at Raymond James Financial with 12 years of industry experience. He has worked at Edward Jones and First National Bank of Omaha in addition to his current roles. Gifford serves as a trustee for the Sandwich Fire Protection District Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad network of advisors with municipal and public finance expertise.

Scott Welling is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and previously worked at Topco Associates LLC and Hire Excellence. He is also a life insurance producer and financial consultant at Covenant Financial, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through its extensive network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and third-party platforms to manage portfolios across various asset classes and investment restrictions.

James Cox IV is a financial advisor with Wells Fargo Advisors in St Charles, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at GWM Advisors, LLC, LPL Financial, LLC, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Eric Jones is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has worked at Baird since 2017 and previously spent 13 years at TransWare Enterprises Inc. Outside of his advisory role, Jones is involved as an employee in tax preparation at American Midwest Tax & Accounting. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Edward Carey is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own CPA tax accounting practice since 1979. Carey has been affiliated with Cetera and its related entities since 2000. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services across various program structures and custodial relationships.

Troy Oates is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Twin Power from 2017 to 2019. Oates owns Forthright Financial, a financial services firm based in Sycamore, Illinois, where he provides financial services and works with third-party brokers on alternative life insurance strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs and consulting services.

Gina Ward is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight for sub-advisers while addressing conflicts of interest.