Leah Koehnke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She previously worked at BMO Harris Financial Advisors, Inc. for seven years before joining LPL Financial in 2021. In addition to her advisory role, she serves as a consultant for LifeVantage. 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, supported by a large network of investment adviser representatives.

Alan Grossman is a financial advisor with Edward Jones in Gurnee, IL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Edward Jones since 2000 and also has affiliations with Mesirow Financial and CitiBank dating back to the late 1990s. 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, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Szulczewski is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Grove Point Advisors, Grove Point Investments, and operates Szulczewski Financial Group. Outside of advisory work, he is a business owner of Creative Energy Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using various portfolio models, third-party subadvisors, and customized strategies.

Joseph Thompson is a financial advisor at Edward Jones with 37 years of experience in the industry. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Ameriprise Financial Services for three years and Stifel Nicolaus for twelve years. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Carlos Mendez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at The Roofers. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Elise Leszczynski is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Daniel Pascucci is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 63 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Jesus Garza is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp and Securities America Advisors. He is also a licensed insurance agent providing long-term care, life insurance, and fixed annuity options. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Viktoria Bendikova is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Jorge Herrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and TD Ameritrade. Outside of finance, he has been involved with Creative Analytical Idealist X LLC since 2019. 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 combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Scott Davis is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He is also involved with Lake County Financial Planning, where he sells Medicare Supplement and Medicare Part D insurance, as well as proprietary and non-proprietary life insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

Mannan Abbasi is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America and the University of Illinois at Chicago. Outside of his advisory role, he is involved in a family furniture business, A-Z Furniture Company, focusing on logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Darren Woodmore is a financial advisor with LPL Financial in Fox Lake, Illinois, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at BMO Bank NA and J.P. Morgan Securities. Outside of finance, he has experience founding a fitness business, Crosskicks Fitness LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary and third-party investment strategies.

William Sparks II is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently advising at Raymond James & Associates since 2016. He holds Series 63 and Series 66 licenses and is based in Kenosha, WI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Philip Fernandez is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at firms including Epividian and Hangar Two, and has a background that includes full-time education at DePaul University. 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 large nationwide network of advisors and branch offices.

Casey Sackman is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, Casey worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. Outside of his advisory role, he is involved with Sackman and Son Financial Services, a business affiliated with his LPL practice. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.

Peter Cole Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.