Keith Mitsch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent ten years at SKTY Trading, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Jacob Hernandez is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and BMO Harris Bank. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Eric Larson is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Larson is involved in several business ventures including ownership of a sports training academy and multiple real estate and retail enterprises in Illinois and Wisconsin. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Betke is a financial advisor with Primerica Advisors in Grayslake, Illinois, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 2005. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Richard Ferrari is a financial advisor at Edward Jones in Wheaton, IL, with 31 years of industry experience and holding Series 63 and Series 65 designations. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved in real estate management and brokerage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Rauf Noorie is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in financial consulting and has previously served as a Private Client Advisor at JPMorgan in 2022, as well as a Private Client Banker at JPMorgan Chase and Company from 2018 to 2022. He focuses on collaborating with clients to understand their motivations and build financial plans that align with their goals, values, and life situations. His approach includes providing clarity, perspective, and guidance to clients whether they are planning for the future or navigating changes. Noorie is committed to working with clients toward achieving a confident financial future.

Erin Wambangco is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, Erin worked with the Girl Scouts of America and Shirley Ryan AbilityLab. 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 and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Robert La Gesse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Emergent Safety Supply and Cox Enterprises. La Gesse serves on the Board of Directors for Elburn Youth Baseball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes annual written recommendation reports and tax-aware withdrawal strategies.

Catherine Cornille is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools.

Margaret Mc Mahon is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for eight years with School District 69. She holds a Series 66 designation. 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 programs with both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Cheryl Red is a CFP® professional with 23 years of industry experience, currently affiliated with Charles Schwab in South Barrington, IL. Her prior experience includes roles at TIAA and Be Incredible Coaching. She serves as president of Woodstock Professional Business Women, a nonprofit organization focused on raising scholarships for women returning to school. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and managed-account services with an emphasis on both non-discretionary guidance and access to discretionary portfolios.

Jason Rotter is a financial advisor with Edward Jones in Glen Ellyn, IL, holding Series 65 and Series 66 licenses and having 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at HomeMaker and ULU Capital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

Julie Bjorklund is a financial advisor with Cetera, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with firms including Raymond James & Associates and Wells Fargo Advisors. Since 2025, she has been an owner of Kapraun and Bjorklund Wealth Advisors LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies across various program structures and custodial relationships.

Kimberly Tuzzolino is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Raymond James & Associates since 2019, with previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Charity Davis Lowe is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, Illinois, where she has worked since 2015. She has 14 years of experience in the industry. Outside of her advisory role, she assists with various non-investment activities including occasional caregiving and event service roles. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and strategic partnerships.

Mary Phelan is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Her previous roles include five years at NISA Investment Advisors, LLC, alongside earlier positions at Edward Jones and engagements with the University of Dayton and Visitation Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 maintains a large nationwide network of financial advisors and branch offices.

Stephen Middaugh is a financial advisor with Edward Jones in Lakewood, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a member of White Barn Door LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Bradley Brown is a CFP® and Series 66-registered financial advisor with Edward Jones in Geneva, IL, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and specialized services such as tax-loss harvesting and securities-based lending.

Paul Donato is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he manages a commercial real estate office used to support his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Colleen Coonce is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she works as a fitness instructor for Jazzercise. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.