Mollie Cremens is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Ryan Mc Neill is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked for Natixis Advisors, LLC and Natixis Distribution, LLC for 16 years before joining Raymond James in 2026. 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, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public-finance services, and specialized consulting solutions.

Patrick O'Donnell is a financial advisor with Raymond James & Associates in Naperville, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016 and is involved as a managing partner in a family business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and other entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining various portfolio management styles and affiliated research.

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Michael Bishop II is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. He also owns Brunnup Weldon Financial Group, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Klatt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Naperville, 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michelle Dunigan is a Series 66-registered advisor with Ameriprise, based in Lockport, IL, and has 18 years of experience in the financial industry. Her prior roles include positions at The Huntington Investment Company, LPL Financial, BMO Harris Financial Advisors, and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and ongoing advice within a defined investment and product framework.

Nathen Pastorik is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GIS Benefits, Inc., Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Princor Financial, and Principal Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gretchen Nowag is a financial advisor with Primerica Advisors in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation managed in conjunction with BNY Mellon Advisors.

Jack Carter is a Series 66-licensed financial advisor at Wells Fargo Clearing with six years of industry experience. His prior roles include positions at AuguStar Distributors Inc., Ares Wealth Management, Calamos Financial Services LLC, Dearborn Partners, and Fidelity Brokerage Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors. The firm utilizes research from Wells Fargo Investment Institute and third parties, employing diversification principles and modern portfolio theory in its investment evaluations.

Tracy Couch is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Michael Lacey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 20 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Guardian Life Insurance Company, and Signature Resources Capital Management LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved tools and methodologies.

Bradley Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at NEXT Financial Group, Nuvista Financial Services, Edward Jones, and Van Kampen Advisors. Outside of his advisory work, he serves on the board of the nonprofit The Learning Vine and also teaches for the organization, in addition to participating as a precinct committeeman and poll watcher. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Jamshed Kavina is a financial advisor at Primerica Advisors with 20 years of industry experience. He has held roles at Ameriprise Financial Services and Primerica Financial Services and has worked at H&R Block as a Master Tax Advisor since 1998, preparing tax returns and providing tax advice seasonally. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Melby is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS Financial Services, Wells Fargo Clearing, Oppenheimer, and CIBC World Markets. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Ogrady is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance, and Princor Financial Services. Outside of his advisory work, he is a co-owner of a business entity involved in tax and investment activities. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.

Jessica Wanek is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corporation, Waterstone Financial Group, Inc., and Re-Direct Securities Corp. Outside of her advisory role, she serves as president of W Financial Services, an insurance agency offering property and casualty insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, delivering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs including discretionary and third-party managed accounts.

Joseph Lukowski is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has been with OSAIC since 2013. Outside of his advisory role, he is a 50% owner of Advisor Services Group, LLC, a consulting and compliance services firm. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a wide range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Brian Bellot is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL in 2021, he worked at J.P. Morgan Securities for nine years and Chase Investment Services Corp. for one year. He serves on the board of the nonprofit Go Team 2704. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Nicola Hughes is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Wintrust Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.