Alexis Benson is a Series 66-licensed financial advisor with Edward Jones in Geneva, Illinois, bringing six years of industry experience. She has been with Edward Jones since 2019 and previously worked in education and the food service industry. Outside of her advisory role, Alexis operates a digital Etsy shop offering downloadable content. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Kevin Kerrigan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Charles Schwab since 1995, including 13 years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Joseph Martin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo-related firms since 2009. Outside of his advisory role, he is a notary public and has significant involvement with Martin & Martin Investment Group LLC. 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 and integrates advisory services with other financial products and referral channels.

Sheila Baker is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, SagePoint Financial, Neaco Advisory, FSC Securities Corporation, Neader Insurance, and Third Street Advisors. Outside of her advisory work, she serves as a substitute teacher in her local district. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Matthew O Connor is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2025 and has prior work experience in various industries, including home remodeling and credit union services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at TRC Advisory. 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 utilizes a network of Investment Adviser Representatives and offers a range of programs implemented through third-party asset managers and advisory platforms.

John Rossini is a Series 66-registered financial advisor with Edward Jones in Bartlett, IL, with 11 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Jason Erpelding is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

James Leyden is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His career includes a long tenure at Waddell & Reed, Inc. from 1995 to 2021, as well as co-founding Joint Impact LLC, an independent business entity. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, distinguished by its scale and integration of advisory and non-advisory financial activities.

Kelsey Vasquez is a financial advisor at Edward Jones in Schaumburg, Illinois, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at T-Mobile, Uber, JP Morgan Chase Bank, and several other firms across various sectors. 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 strategies, including discretionary and non-discretionary services, and maintains a large national network of advisors and branch offices.

Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.

Michael Bruce is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Gardner is a Series 66-credentialed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2026, he worked for Schneider National, Inc. for ten years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and fee-based advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Anthony Cascio Mariana is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 and has been based in St Charles, IL. Outside his advisory role, he is a co-owner of a rental property in Naperville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and affiliated services under a fiduciary standard.

Paul Vanecek is a financial advisor with LPL Financial in Villa Park, IL, holding a Series 66 designation and 25 years of industry experience. His career includes positions at Old National Bank, First Midwest Bank, and U.S. Bancorp Investments. He also serves as a financial institution duty advisor at Old National Bank. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

David Strutzel is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He is the owner of Strutzel Family Wealth Management and has prior experience at Raymond James & Associates. Outside of finance, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party strategies with both discretionary and non-discretionary account options.

James Zwingelberg is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Fox Valley Fire & Safety from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.