Nolan Webster is a financial advisor with Edward Jones in Palatine, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he served 17 years in the U.S. Marine Corps and operated independently from 2019 to 2022. Outside of financial advising, Webster performs as a professional magician in Libertyville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Donald Duvall is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Harris Investor Services, Inc and Harris Bank NA. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Twigg is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments for over 17 years, working with clients and families to pursue their financial goals. James is focused on wealth planning and helping clients work towards their financial objectives. Over his tenure at Fidelity, James has held several positions including Financial Consultant from 2016 to 2023, Investment Consultant from 2015 to 2016, Relationship Manager from 2011 to 2015, and Private Client Specialist from 2008 to 2011. This experience has provided him with a broad understanding of strategies for all styles of investors. Outside of his professional career, James enjoys cooking and baking, family activities, football, golf, parenthood, and traveling.

Roger Hohol is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates Complete Tax Services, a tax preparation business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Salvatore Guccione is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes five years at Morgan Stanley before joining Charles Schwab and Charles Schwab Bank in 2018. Outside of financial advising, he is an author of historical fiction, screenplays, and novels. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides a broad range of multi-asset investment options supported by centralized operations.

Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kurt Ro is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Wintrust Investments LLC, Great Lakes Advisors LLC, and Thrivent Financial, among others. 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 portfolios, third-party asset management, and institutional platforms.

Lisa Froelich is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 2013, PFS Investments Inc. since 2020, and K.D. Brennan since 2021. Outside of her financial advisory work, she has been involved with The Edge Volleyball Club since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Robert Dunne is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 24 years of industry experience. Before joining Cetera in 2022, he worked for Lasalle St. Securities, L.L.C. for 21 years. Outside of advising, he operates a sole proprietorship focused on website design, email marketing, and technology consulting for local communities and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, with various program structures and access to third-party managers.

Elizabeth Stadler is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2019 and also works as a bartender at a restaurant in Schaumburg, IL. 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 network of advisors and branch offices nationwide.

Ralph Kunzmann is a CFP®-credentialed financial advisor with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee and personal representative for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving large institutional clients with tailored plan-level solutions.

Catherine Gathman is a financial advisor at Merrill with 18 years of industry experience and has been with the firm since 2006. She holds a Series 66 designation. Outside of her advisory role, she is involved with St. Matthew Lutheran Church in Barrington, Illinois, where she serves as Director of Music, administering the music program and directing two choirs. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, institutions, and charitable organizations with model-based and discretionary investment strategies.

Bradley Skiba is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Carl Morreale is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC from 2016 to 2025. Outside of his advisory role, he is an agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individual and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging technology and a large advisor network to deliver diversified investment strategies.

David Nicholson is a ChFC®-designated financial advisor with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and also operates Preferred Planning Concepts, where he serves as an independent insurance agent. Nicholson is involved in providing identity theft protection and restoration programs to business clients through associated ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple custody platforms.

Brandon Perry is a CFP® with 19 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, NA since 2006. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. 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 financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Nathan Harlow is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A./Merrill Lynch, M1 Finance, and Link Market Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Justin Halpenny is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management. He is also president of New Horizon Wealth Strategies, where he provides financial planning, insurance, and investment advisory services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services supported by firm-provided asset allocation tools and access to third-party money managers.

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.