Roger Smith is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Peter Van Houten is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and LPL Financial since 2010. Outside of his advisory role, he is a co-owner of a real estate rental investment on Amelia Island, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Morgan Hensel is a Series 66-licensed financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Hensel held various roles including positions at Bethel University and multiple leadership development centers. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team to deliver customized Recommendation Reports supported by proprietary research and third-party data.

Kelly Karecki is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Timothy Matta is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked for SRI Systems Research Inc for 19 years. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Kenneth Molnar is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Southwest Securities and Invex, LLC. He has also held a role at Communitech Outposts. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and manages sub-advisers while maintaining oversight and conflict-of-interest controls.

Robert Dion is a financial advisor with Morgan Stanley in Crystal Lake, IL, holding Series 63 and Series 65 designations and with 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Alex Rojas is a Financial Consultant at Fidelity Investments, bringing over 25 years of capital market experience to his current role. He assists clients in aligning their financial decisions with their individual goals and priorities through disciplined long-term strategies tailored to their needs. Alex focuses on retirement, education, and legacy planning, helping clients make informed and confident financial decisions. Prior to joining Fidelity Investments in 2026, Alex worked as a Financial Advisor at Merrill Lynch from 2019 to 2026. His background includes extensive experience in capital markets and financial advisory services, supporting clients across various financial planning needs. Outside of his professional work, Alex has interests in hiking, skiing, tennis, traveling, and exploring food.

Sean Borchers is a financial advisor with Edward Jones in Cary, IL, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work history includes positions at JP Morgan Chase and its affiliates from 2010 to 2025. Outside of his advisory role, Borchers manages a music band called Wings of Severance, performing in the Chicagoland and Milwaukee areas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of advisors and branches.

Martin Quantz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Bryan Luczkiw is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2015 and has provided tax and accounting services through CBC Tax & Accounting since 1997. Outside of advising, he owns a collectibles business on eBay and serves as treasurer for a nonprofit promoting lower Illinois tax initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions, supported by ongoing supervision and client reviews.

Quinn Mc Inerney is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and AXA Advisors. Outside of his advisory role, he serves as an adjunct professor at Harper College, teaching a class on preparing for the Securities Industry Essentials exam. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Aaron Roehl is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2016. Outside of his advisory role, he serves as a trustee for family trusts and is a board member and committee participant at Hope Lutheran Church in Long Grove, Illinois. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations, with investment strategies developed by Merrill’s Chief Investment Office and third-party managers.

Michael Smith is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Global Retirement Partners since 2017 and was previously with UBS Financial Services from 2014 to 2017. Smith also serves as a board member for The Center for Board Certified Fiduciaries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Patrick Witte is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and BMO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from multiple sources.

Brian Sheppard is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and holds the Chartered Retirement Planning Counselor (CRPC) designation earned through The College for Financial Planning Institutes Corp. Brian works alongside colleagues Dave and Svitlana to implement financial strategies focused on retirement planning and other client goals. Brian attended Barrington High School and pursued coursework at DePaul University, though no degree was conferred. He is also a Personal Investment Advisor (PIA) and contributes to The Sheppard Group, which was recognized on the 2024 Forbes "Best-in-State Wealth Management Teams" list. Based in Chicago’s Wicker Park neighborhood, Brian volunteers and fundraises to support local first responders, including running the Chicago Marathon for the Chicago Police Memorial Foundation. His personal interests include golf, martial arts, and reading literature on economics, philosophy, and science.

Evan Hoobchaak is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advising, he is the owner and president of Sisu Capital Inc., and is involved in strategic planning and sales for Palm Rat Golf, LLC, an apparel business. He is also an author. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Larry Chambers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at North Chicago Community School District, the Law Office of Kenneth Ditkowsky, PFS Investments, and Primerica Financial Services. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party asset managers.

Cora Groble is a Series 66-licensed financial advisor with Edward Jones, based in Arlington Heights, IL. She has two years of industry experience and has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

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.