Megan Kirchner is a financial advisor at Edward Jones in Harvard, Illinois, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at GoLeadingIT, Inc., RIVS, Inc., and Follett School Solutions. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Blake Hafferkamp is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning like business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

Daniel Maus is a financial advisor at Edward Jones with 30 years of industry experience. He holds a Series 63 designation and has been with Edward D. Jones & Co., L.P. since 1996. Maus is listed as a trustee of a trust that owns LIBERTY 1789 LLC, a website based in Fontana, WI. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Bryce Skelton is a financial advisor with Edward Jones holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he worked at State Farm for two years and spent four years at Dominican University. He serves as a board member for Deserving Rides in Delavan, WI. 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 maintains a large network of financial advisors and branch offices nationwide.

Stanley Kottke is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while keeping the services separate.

Alyssa Erickson is a financial advisor with LPL Financial in Walworth, WI, holding a Series 66 designation and eight years of experience at LPL Financial, following ten years at Exemplar Financial Network. She has four years of overall industry experience. 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.

Erik Olsen is a financial advisor at Edward Jones in Woodstock, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served five years in the United States Navy. His background includes involvement related to veteran disability benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, supported by a large network of advisors and branch offices nationwide.

Charles Trybula is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he serves as a board member and treasurer for the Sunset Hills Association, a homeowners' association in Lake Geneva, Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with implementation supported by affiliated firms.

Jeffrey Lord is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones for four years and has been involved with Noble Path Wealth Management and Upstream Investment Partners since 2025. Outside of his advisory roles, he hosts a social media podcast based in Crystal Lake, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various discretionary and non-discretionary strategies.

Michael Crouch is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Avantax Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Sanya Rizvi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley DW Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment management entities.

Kyle Merkling is a CFP® and holds the Series 66 designation, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Frank Devincentis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024. Devincentis has a 50% ownership interest in Verismo Financial LLC, a financial services firm based in Evanston, IL. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, and develops tailored recommendations using proprietary research and tools.

Alan Hafferkamp is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in operating a family farm in Sharon, Wisconsin. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for its clients.

Samantha Guthrie is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at LPL Financial since 2018 and concurrently at Johnson Bank since 2010, with prior experience at INVEST Financial Corporation and Waddell & Reed. In addition to her advisory work, she provides notary services for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of financial planning and investment management options, including model portfolios and third-party subadvisors, while also maintaining a broad array of non-advisory financial services.

Tegan Schultz is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. Previously, she worked at Cetera Advisor Networks LLC and Exemplar Financial Network. Outside of her advisory role, she assists with production and manufacturing at Acro Magnetics Inc, a family-owned business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Collingbourne is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and First National Bank of Omaha. Prior to that, he worked at Edward Jones and Thrivent Financial for Lutherans. Outside of his advisory role, he is an associate at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Diego Gomez Tagle Graullera is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank NA, and AT&T Prime. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Kubicsko Jr. is a financial advisor with Raymond James & Associates in Lake Geneva, WI, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing rental real estate properties with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, affiliated research, and specialized municipal advisory services.

Olivia Gonzalez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Raymond James, she worked at First Mid Wealth Management, 1st Mid-Illinois Bank & Trust, SunPower by Legacy Solar Power, and Blackhawk Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals across a large advisor network.