Gary Skinner is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. In addition to his advisory role, he is an independent distributor for Reliv International, a home-based network marketing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products supported by a large network of advisors and branch offices nationwide.

Julie Plutchak is a financial advisor at Ameriprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Johnson Bank, LPL Financial LLC, Gateway Mortgage Corporation, and Southport Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gavin Carlson is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. His prior work includes roles at Spectrum Wealth Advisors, First American Bank, and Amazon. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers across multiple advisory platforms.

Steven Van Dusen is a financial advisor with Edward Jones in Spring Grove, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at BMO Harris Bank and as a self-employed consultant. Outside of his advisory work, he owns and manages a three-unit rental property in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Robert Likus is a financial advisor with LPL Financial in Gurnee, IL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, ARB Trading Group, and HC Technologies. 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.

Bruce Melling is a CFP®, PFS™, and Series 63 credentialed advisor at Cetera with 35 years of industry experience. He has operated his own CPA firm, Bruce H. Melling Accountancy Corporation, since 2006, providing tax preparation, consulting, and IRS representation services. Melling has been with Cetera and its affiliated entities since 2004. Cetera is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform supporting various investment strategies.

Michael Kozlow is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at AIG Capital Services, American General Life, Intervest International, and Lincoln Financial Distributors. He has been with Edward Jones since 2021. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Roe is a financial advisor with Edward Jones in Burlington, WI. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Waznik Heike Group, Merchants Bank, and Geneva National. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and branch offices.

Troy Ackman is a financial advisor at Fidelity with nine years of industry experience. He has worked with Fidelity Investments since 2021 and previously spent four years at Edward Jones. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with additional roles in advisory services for registered investment companies and fund-of-funds.

John Boyle is a CFP® professional with over 31 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Mario Caprio is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at Edward Jones since 2025, following prior roles at Sliccily Pizza Pub, Millennium Trust Company/Inspira Financial, and Forest Park Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Robert Treichler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at TIAA CREF Individual & Institutional Services, Wells Fargo Bank, and PNC Investments. Treichler is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including household and corporate accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Randall Johnson is a financial advisor with Edward Jones in Gurnee, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 18 years at Cox Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Daniel Rolls is a financial advisor with LPL Financial in Kenosha, WI, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Johnson Financial Group and Pac West Wealth Partners Ameriprise Financial. He also has experience outside finance, including employment at Chipotle and attending Oregon State University. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory strategies that can be discretionary or non-discretionary and incorporate various asset allocation approaches.

Diane Nopenz is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2015. Outside of her advisory role, she serves on the board of Side by Side, a nonprofit that provides emergency financial assistance to working poor families in the Lake Geneva area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not involve discretionary trading authority for planning engagements.

Suzanne Rodriguez is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her career includes long tenures at Johnson Bank and INVEST Financial Corporation, as well as eight years at LPL Financial. She is also involved in referral activities with Johnson Financial Group's Trust Department. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Conrad Bloom is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Plexus Financial Services, Lowe's, and Freedom Boat Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate program models based on risk tolerance and personal information.

Jennifer Donohoe is a CFP® professional with 10 years of experience at Edward Jones, where she has worked since 2016. She holds a Series 66 license and is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Michael Morrone is a CFP® professional at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Morrone serves on the Board of Directors for the Kenosha History Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Teresa Chadha is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having one year of industry experience. She has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.