John Silmon is a CFP® professional with seven years of industry experience, currently serving as an advisor at Edward Jones since 2019. He previously worked at KPMG LLP for 18 years. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Jeffrey Lord is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. He previously worked at Edward Jones for four years and has been involved with Noble Path Wealth Management and Upstream Investment Partners since 2025. Outside of his advisory roles, he hosts a social media podcast based in Crystal Lake, Illinois. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various discretionary and non-discretionary strategies.

Michael Crouch is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Avantax Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Morgan Kranz is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in various service positions including as a child-care worker and in fitness and hospitality. Outside of advising, he is involved in catering services as a server for events. 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 network of advisors and branch offices nationwide.

Kyle Merkling is a CFP® and holds the Series 66 designation, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Vivek Thayalan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Fidelity Brokerage Services, Bank of America, Merrill, and Citibank. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Timothy Doherty is a financial advisor at Fidelity with six years of industry experience. He previously worked at Grosvenor Capital Management from 2015 to 2019 before joining Fidelity. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and its incorporation of AI and algorithmic techniques in research.

Alan Hafferkamp is a financial advisor with Wells Fargo Advisors in Woodstock, IL, holding a Series 63 designation and 42 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he is involved in managing a family farm in Sharon, WI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold.

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.

Samantha Guthrie is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at LPL Financial since 2018 and concurrently at Johnson Bank since 2010, with prior experience at INVEST Financial Corporation and Waddell & Reed. In addition to her advisory work, she provides notary services for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of financial planning and investment management options, including model portfolios and third-party subadvisors, while also maintaining a broad array of non-advisory financial services.

William Collingbourne is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and First National Bank of Omaha. Prior to that, he worked at Edward Jones and Thrivent Financial for Lutherans. Outside of his advisory role, he is an associate at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Diego Gomez Tagle Graullera is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Field is a financial advisor with UBS Financial Services in Huntley, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Painewebber Incorporated since 1998, which is affiliated with his current firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also operates with institutional trading capabilities alongside wealth management services.

Olivia Gonzalez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Raymond James, she worked at First Mid Wealth Management, 1st Mid-Illinois Bank & Trust, SunPower by Legacy Solar Power, and Blackhawk Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals across a large advisor network.

Derek Hartmann is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2019. Outside of his advisory work, he occasionally caddies at a private golf club and is involved in restoration work through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset classes.