Byron Furdge is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at firms including GoHealth, State Farm VP Management Corp, and Morningstar Financial Services. Outside of advising, Byron is involved in teaching budgeting through his consulting business, FKC Enterprises. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large network of advisors and branch offices nationwide.

Thomas Erffmeyer is a CFP® with 24 years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016, and previously held positions at PNC Wealth Management, J.P. Morgan Securities, and RBC Capital Markets. Outside of his advisory role, he is involved in training, showing, and breeding show horses through a personal business. Charles Schwab & Co., Inc. serves 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 client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s financial research and alternative investment programs.

Jarid Brockman is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience, all of which have been with Edward Jones. He is based in Algonquin, Illinois. Outside of his advisory role, he serves as president of Brockman, Inc., an S-Corp. 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 and investment options, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Ken Muenz is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1991. 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 and offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Peter Hudepohl is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for nine years and has operated Reisner Hudepohl Financial Services since 2013, where he also provides insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Toby Conway is a financial advisor with Ameriprise in St Charles, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with 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.

Ronald Woodruff is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at Cetera and its affiliated entities since 2004 and has also been associated with Legend Equities Corporation since 2015. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing affiliated and unaffiliated managers across various program structures and custodial relationships.

Alexandria Cutrone is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2022. In this capacity, she leads, manages, and coaches a team of financial professionals focused on providing clients with a comprehensive wealth planning experience. Alexandria emphasizes understanding clients' priorities to tailor financial strategies that align with their goals. Her tenure at Fidelity Investments spans over a decade, beginning as an Intern in 2012. She has progressed through various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and Assistant Branch Leader before assuming her current leadership role. This extensive experience within the firm reflects her deep familiarity with financial advisory services and team leadership. Alexandria is committed to fostering a collaborative culture and supporting the professional growth of her associates. Details regarding her educational background and personal interests have not been provided.

Nicholas Payne is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2018 and Mesirow Financial from 2014 to 2017. 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 with a focus on tailored financial planning supported by structured discovery processes and firm-approved tools.

Kimberley Milfred is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and previously worked at Morgan Stanley & Co. LLC from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates approved tools and scenario modeling.

Nick Stavropoulos is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2025, he worked at Wintrust Investments LLC for six years, U.S. Bancorp Investments, Inc. for five years, and held roles at several other firms including Citizens Securities, PNC Wealth Management, Chase Investment Services Corp., Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs supported by research-driven tools and a broad institutional platform.

Christian Apostolov is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in environmental services and home care. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as a commodity pool operator with formal advisory roles for multiple registered investment companies.

Duane Luke is a financial advisor at Morgan Stanley with a Series 66 credential and over 30 years of industry experience. His prior work includes roles at Northern Trust, Discover Financial Services, and Capital One. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Michael Chatterton is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has held roles at CUNA Mutual, Andigo Credit Union, and CUNA Brokerage Services, Inc. He is also associated with Consumers Financial Group, a business related to his LPL activities. 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 financial planning and investment management services through a large network of advisors, utilizing various strategies and technological tools to support account management.

Bradley Peterson is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing eight years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, and it offers both retail and institutional solutions alongside additional services such as private funds and principal trading.

Nicholas Tagliere is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research supported by a centralized due diligence team, with recommendations that may include ESG criteria and broader derivatives capabilities.

Andrew Minehart is a financial advisor with Edward Jones in Elgin, IL, holding CFP® and ChFC® designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Minehart is president of Minehart Enterprises LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies with affiliated capabilities such as trust services and securities-based lending.

Patrick Naughton is a financial advisor with Cetera, holding a Series 63 designation and 38 years of industry experience. He has been with Cetera and its affiliates since 1988 and founded Naughton Financial Services in 2012. Outside of his advisory work, Naughton serves on the Board of Lay Trustees for Marmion Academy, a private high school, and is a board member of the John Paul II Renewal Center, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Joel Billings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2008, with prior roles at Natcity Investments, Inc. and Invest Financial Corporation. Outside of his advisory work, Billings serves as a substitute teacher in the Geneva School District 304. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional programs.

Kenneth Busch is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at Edward Jones and several other firms. He has also been involved in independent insurance brokering, focusing on whole life insurance. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.