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.

Constantinos Yianas is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with diverse investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Jason Hersh is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Cetera and CETERA Financial Specialists LLC for over a decade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Anna Maria Fosteras is a CFP® and holds a Series 66 license with Morgan Stanley, where she has worked since 2013, including 11 years at Morgan Stanley Private Bank, N.A. She has 13 years of experience in the financial industry. In addition to her advisory role, she is involved in publishing through self-publishing and authorship activities outside of her financial career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and utilizes firm-approved tools and market simulations in its planning process.

James Davids is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. from 2000 to 2019. He is also a partner in Dorion-Gray Financial Services Inc., a business entity for tax and investment purposes. 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 financial planning and investment services, utilizing both proprietary research and third-party strategies across various platforms.

Chad Bauer is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for over two decades at Hear Here Inc, a company specializing in hearing and audiology services. 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 nationwide network of financial advisors and branch offices.

Ellen Crabtree is a financial advisor with LPL Financial in Crystal Lake, IL, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at BMO Harris Bank and Home State Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Joan Winter is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in photography through her proprietorship, PhotoJJenic, and as a partner in Julie Gockman Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 structured planning tools and analyses developed by its Global Investment Committee.

Celeste Bailey is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of her financial career, she works as a freelance soccer referee and is involved in teaching and mentoring through the Illinois Soccer Referee Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools to develop tailored plans, serving approximately $2.74 trillion in client assets.

Kamaljit Kalia is an advisor at LPL Financial based in Crystal Lake, IL, holding Series 63 and Series 65 designations with two years of industry experience. Prior to joining LPL Financial, Kalia worked at BMO Harris Bank from 2015 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms.

Andrew Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as positions at Valparaiso University and Barrington High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning. The firm’s approach combines goal-based analyses and allows clients to integrate planning with managed-account programs while maintaining separate service structures.

Trevor Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Aon Hewitt Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Baxter Credit Union. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Demerral Murray Jr. is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC, Bank of America, Merrill, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary research with quantitative and algorithmic portfolio construction, and offers distinctive advisory roles including fund management and model portfolio delivery.

Sergio Pedroza is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on managing new wealth, portfolio management services, and small business strategies. As a Merrill Financial Solutions Advisor, Sergio works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources for investing, retirement planning, unexpected savings, and access to Bank of America specialists for banking, credit, home financing, and small business solutions. Sergio holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a bilingual fiduciary advisor fluent in English and Spanish, committed to offering ongoing advice and guidance as clients' needs evolve. Outside of his professional work, Sergio has personal interests in chess, soccer, and traveling. He emphasizes a client-centered approach, stating that he helps clients uncover what matters to them and their families to create financial strategies aligned with their goals.

Jacob Lewandowski is a financial advisor with LPL Financial based in Huntley, Illinois. He holds the Series 66 designation and has four years of industry experience, including roles at BMO Harris Bank and Packback Inc. His background also includes positions in education and race management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frederick Lucas is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. Outside of his advisory role, he is an owner and partner in a residential rental property. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and due diligence framework.

Paul Pavelski is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Landolt Securities, Inc. from 2005 to 2024 before joining Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Dru Martin is a financial advisor at Merrill in Buffalo Grove, IL, holding a Series 66 designation with one year of industry experience. He previously worked at Liggett Vector Brands for 13 years and has been with Bank of America and Merrill since 2025. Martin was also involved with Good Times USA LLC in 2025. 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, and institutional investors.

Brian Olson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Edward Jones for 15 years. Olson is also involved with Forte Financial Planning LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment programs, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.