Ryan Johnsen is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Johnsen is involved in managing staff and operations within his financial planning practice through his role at Prestidge Johnsen Operations, LLC. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kathy Schickerling is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is involved in raising and managing a small herd of show cattle as an independent contractor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Thomas Puccinelli is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.

Mollie Cremens is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Ryan Mc Neill is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked for Natixis Advisors, LLC and Natixis Distribution, LLC for 16 years before joining Raymond James in 2026. 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, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public-finance services, and specialized consulting solutions.

Jacob Roberts is a financial advisor at Thrivent Investment Management with credentials including the Series 66 designation and one year of industry experience. His background includes roles at several churches between 2016 and 2025 and most recently at Resurgence Strength before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics, delivered through a network of financial advisors.

Patrick O'Donnell is a financial advisor with Raymond James & Associates in Naperville, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016 and is involved as a managing partner in a family business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and other entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining various portfolio management styles and affiliated research.

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Michael Bishop II is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services since 1999. He also owns Brunnup Weldon Financial Group, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Klatt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Naperville, IL. 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 more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nathen Pastorik is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GIS Benefits, Inc., Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Princor Financial, and Principal Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gretchen Nowag is a financial advisor with Primerica Advisors in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation managed in conjunction with BNY Mellon Advisors.

David Poitras is a financial advisor at Robert W. Baird & Co. with 41 years of industry experience. He has been with Robert W. Baird since 2006 and holds Series 63 and Series 65 designations. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and the use of technology such as artificial intelligence.

Kevin Geist is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance Co. Geist is also associated with Schumann Financial, a registered investment-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jack Carter is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including AuguStar Distributors Inc., Calamos Financial Services LLC, Dearborn Partners, L.L.C., and Fidelity Brokerage Services LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tracy Couch is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer financial planning agreements.

Michael Lacey is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Signature Resources Capital Management, Guardian Life Insurance Company, and Park Avenue Securities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and structured annual planning engagements.

Bradley Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group and Nuvista Financial Services for a combined 24 years. He serves as a board member of the nonprofit The Learning Vine and is also involved in local politics as a precinct committeeman and poll watcher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of advisory programs and services, including retirement plan consulting and model portfolio management, supported by in-house research and third-party subadvisors.