Kathryn Baness is a financial advisor at Thrivent Investment Management in Grayslake, IL, holding a Series 66 credential and with seven years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Northwestern Mutual Investment Services. She is also a notary through the National Notary Association. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers areas such as retirement, tax, estate, and special needs planning. The firm provides planning and managed-account services separately, with periodic reviews and without discretionary trading authority for its planning engagements.

Joseph Velez is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, Cambridge Investment Research, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is co-owner of a real estate business, JAJK LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, primarily serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Connor Cook is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles, including at Jimmy Johns, Amazon, and Hy-Vee. His background also includes entrepreneurial activity with a business called Sticker Dude. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Chiappetta is a CFP®-designated financial advisor with 23 years of industry experience. He currently works with Cetera and has held roles with Kaizen Financial Partners and Cambridge Investment Research. Outside of his advisory work, he owns and manages a restaurant group. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Thomey is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Eighth Avenue Advisors and Prudential Equity Group, LLC, as well as longstanding ownership of Thomey Financial Services. He also operates a CPA practice focused on tax preparation and advice. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of customizable investment strategies.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at BMO Harris Financial Advisors, Amcore Investment Services, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research in its due diligence process and offers investment recommendations that may include ESG considerations.

Marfina Peralta Alfonso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Soul Care Services, Advocate at Home, and several home health care organizations. She is also involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Michael Amrozowicz is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Edward Jones since 2014, with a brief period at Primerica Advisors and Primerica Financial Services in 2016 and 2017. He is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathan Niewinski is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Johnson Financial Group, Harbour Investments, 818 Capital Group, The Tranel Financial Group, Money Concepts Capital Corp, McAdam LLC, Live Nation Entertainment, Morgan Stanley, and UBS Financial Services. He also operates as an Independent Insurance Agent. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced technology and a wide scope of non-advisory financial services.

Kathy Merritt is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. Her career includes roles at OSAIC, SagePoint Financial, Cambridge Investment Research, LPL Financial, and Money Concepts Capital Corp. She is also a co-owner of JPV Financial Inc., managing an advisory business alongside her work at Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Steven Howard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and Northwestern Mutual Investment Management. Outside of his advisory duties, he is also the owner of Howard Farms in Maquon, IL. 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 financial planning and portfolio management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Jaclyn Smith is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charles Koules is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill and Equitable Advisors LLC and currently serves as a commercial boating instructor and master captain with Wendella Sightseeing Company. J.P. Morgan Securities provides institutional consulting services for plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Mary Witte Tabbert is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial and First Midwest Bank. She is currently based in Gurnee, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Chad Brown is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various capacities since 2014. Outside of his advisory role, he coaches youth soccer teams for AFC Union and Rush Union in Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies, incorporating ESG criteria where applicable.

Agnes Roach is a CFP® professional with 42 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2018, following prior roles at Cetera Advisor Networks and her own firm, AA Roach Financial Planning. 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 portfolios, third-party asset management, and institutional platforms.

Brooke Kreuser is a Series 66-licensed financial advisor with Edward Jones, based in Kenosha, WI, and has two years of industry experience. She has been with Edward Jones since 2023 and has held various roles prior to her financial advisory career. Brooke serves on the board of the Kenosha Women's Network, participating in decision-making for events and membership growth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Maggie Watson is an advisor at LPL Financial with Series 66 credentials and no prior industry experience. She previously worked at Heritage Wealth Partners and has roles outside finance as a registered dietitian and business owner of Maggie Watson Nutrition LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supported by advanced operational tools and a broad suite of non-advisory financial services.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.