Michael Kozlow is a financial advisor with Edward Jones in Gurnee, IL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at AIG Capital Services, Inc. and American General Life from 2013 to 2021 before joining Edward Jones in 2021. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Troy Ackman is a financial advisor at Fidelity with nine years of industry experience. He has worked with Fidelity Investments since 2021 and previously spent four years at Edward Jones. He holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with additional roles in advisory services for registered investment companies and fund-of-funds.

John Boyle is a CFP® professional with over 31 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. since 2002. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Michael Kline is a financial advisor at Edward Jones in McHenry, IL, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at TD Ameritrade and Edward Jones Investments, as well as involvement in collegiate athletics at the University of Colorado Boulder and University of Nebraska. In addition to his advisory work, he serves as Membership Chair for the PROPS Referral Group, focusing on recruiting and onboarding new members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Mario Caprio is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at Edward Jones since 2025, following prior roles at Sliccily Pizza Pub, Millennium Trust Company/Inspira Financial, and Forest Park Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Robert Treichler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at TIAA CREF Individual & Institutional Services, Wells Fargo Bank, and PNC Investments. Treichler is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including household and corporate accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he was involved with the Orland Park Vikings Youth Hockey Club from 2017 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Randall Johnson is a financial advisor with Edward Jones in Gurnee, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 18 years at Cox Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Suzanne Rodriguez is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Her career includes long tenures at Johnson Bank and INVEST Financial Corporation, as well as eight years at LPL Financial. She is also involved in referral activities with Johnson Financial Group's Trust Department. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Conrad Bloom is a financial advisor with Equitable Advisors based in Twin Lakes, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at John Griggs and Plexus Financial Services, as well as positions outside the financial sector. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple external asset managers and offering both advisory and brokerage channels.

Jennifer Donohoe is a CFP® professional with 10 years of experience at Edward Jones, where she has worked since 2016. She holds a Series 66 license and is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

David Hatton is a CFP®-designated financial advisor with 27 years of industry experience. He is currently associated with LPL Financial and has worked in the financial services sector including tenures at Old National Bank and First Midwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Michael Morrone is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Ameriprise in Kenosha, WI since 2020. He previously worked for Ameriprise Financial Services, Inc. for 15 years. Morrone serves on the Board of Directors for the Kenosha History Center. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Teresa Chadha is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having one year of industry experience. She has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jefferson Batt is a CFP® professional with over 22 years of industry experience currently affiliated with Cetera. He has held roles at Cetera and VOYA Financial Advisors and is the president of Batt Financial Group, Inc., a financial services firm he has led since 2013. Batt also serves as a board advisor for IncubatEDU, a charitable organization supporting student entrepreneurship through strategic mentorship. Cetera Investment Advisers LLC operates a multi-manager platform providing portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm supports a large network of independent advisors and offers a range of investment program structures, including discretionary and non-discretionary strategies.

Sandra Myles is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved with Critical Data Recovery, a computer data recovery and bookkeeping business. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.

Andrew Fitzpatrick is a financial advisor with Wells Fargo Advisors in Kenosha, WI, holding the CFA® designation and Series 65 and 66 licenses. He has 16 years of industry experience, including prior roles within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Fitzpatrick is also a 50% owner of The Fitzpatrick Group, LLC, an investment advisory firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Christine Kusher is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with LPL Financial since 2022 and has concurrent roles at Cuna Brokerage Services, Inc. and Cuna Mutual Insurance Society since 2010. Outside of her advisory work, she is also a self-employed musician. 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 offers diverse advisory programs and financial planning services, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management.

Christopher Byers is a financial advisor with LPL Financial in McHenry, IL, holding a Series 66 designation and five years of industry experience. Prior to his current role starting in 2018, his work history includes positions outside the financial sector. He is also associated with Shady Dragon LLC, a non-investment-related business based in McHenry. 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, financial planning, and brokerage services supported by research and model portfolios from various providers.

Christopher Dunlap is a CFP® professional with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Dunlap also owns Dunlap Financial Services, where he operates as an insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.