Jennifer Neighbors is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and was previously with JPMorgan Chase Bank, N.A. from 2010 to 2018. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Arthur Siegel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2011 and has operated Arthur E. Siegel Financial Services Ltd since 2000, focusing on health insurance and annuity products alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with varied portfolio management services, offering both discretionary and non-discretionary strategies supported by a large network of advisors.

Audrey Pickering is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 credential and bringing 13 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

Stephen Mactavish is a financial advisor at LPL Financial with 27 years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling Investments and CAFG Wealth Management. He is involved with Mactavish Financial, an entity supporting his LPL business, and engages in non-variable insurance 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 provides financial planning and advisory services through a large network of representatives using various investment strategies and technology tools.

Kelly Mc Kay is a financial advisor with Edward Jones in Elgin, IL, holding Series 63 and Series 65 licenses. Mc Kay has been with Edward Jones since 2021, with a total of six years at the firm and no prior industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Renouf is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. He previously worked at Wells Fargo NA from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Zachary Perez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Fidelity prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory roles, he is involved with XGG Collectibles, an interest separate from finance. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jeff Crum is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 1994. He has been in the financial services industry for 35 years, beginning his career as a Financial Advisor at Prudential Bache Securities from 1990 to 1994. Jeff focuses on the process of financial planning at the beginning of client relationships, emphasizing the unique nature of each client's situation. He partners with clients to address what is important to them and their families, developing tailored game plans. Outside of his professional work, Jeff enjoys boating, family activities, fitness, golf, and spending time at the lake. He is also involved in volunteering.

Himanshu Oza is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he held roles at CVS Health and Nielsen. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Batelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank, Foresters Financial, and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and investment management.

Elise Leszczynski is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bridget Houser is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Platania Financial, HyperAMS, and Maestro Health. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Courtney Kaufmann is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at ICS Solutions and The Sugar Circle in various roles. Outside of her advisory work, Kaufmann creates content on YouTube. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Patrick Schiltz is a CFP® and ChFC® professional with 21 years of experience in the financial services industry. He has been with Edward Jones since 2005, based in Arlington Heights, IL. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Wentland is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with JPMorgan Chase Bank, NA since 2003 and joined J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Jana Pretzer is a financial advisor with Robert W. Baird & Co. in Elgin, IL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct-indexing.

Meghan Martin is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for ten years. Outside of her advisory role, Martin manages a habit tracking application through her ownership of Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, which operates Airbnb rental properties. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis.

Matthew Johnson is a financial advisor with LPL Financial in Barrington, IL. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he has experience at institutions including Wintrust Bank, Amazon Web Services, and American Family Insurance. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Robin Alvigi is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she co-owns a rental townhome with her husband, which they manage personally. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kurt Reif III is a financial advisor with OSAIC, holding a Series 66 designation and over 22 years of industry experience. He has worked at Lincoln Financial Securities and currently owns REI Financial, LLC and Kensington Financial Services, where he is also involved in insurance sales. Additionally, he is a notary public providing document notarization services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services supported by multiple advisory platforms and firm-provided investment tools.