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.

Ryan Genz is a financial advisor with Edward Jones in Sycamore, IL, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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 nationwide network of advisors and branch offices.

Jeffrey Benson is a CFP® with 39 years of industry experience. He is the principal of Benson Advisory Services & Asset Management in Sycamore, IL, and has held prior roles at Royal Alliance Associates, Inc. and OSAIC. Outside of his advisory work, he serves as a church council member and provides federal and state income tax preparation for individuals. Benson Advisory Services & Asset Management serves a small client base, offering investment advice, financial planning, brokerage, and insurance services. The firm provides coordinated planning and execution, including the selection or recommendation of other advisers, using a combination of fee arrangements and brokerage registrations.

Larry Knoble is a CFP® with 41 years of experience in the financial industry. He has been affiliated with OSAIC since 1989. In addition to his advisory work, he sells life, disability, long-term care, dental, and health insurance, as well as fixed annuities. Knoble, Larry H. is an independent firm serving clients with personalized financial advice, including investment analysis and portfolio rebalancing based on risk tolerance.