Jana Pretzer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, IL, bringing 12 years of industry experience. She has worked at Robert W. Baird since 2019 and previously at Wells Fargo Clearing from 2016 to 2019. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies with ongoing research and monitoring and manages approximately $394 billion in regulatory assets as of December 2025.

Lukas Petrus is a Series 66-licensed financial advisor with LPL Enterprise, holding one year of industry experience. He previously worked at the Kreshmore Group for three years and has experience at the University of Illinois Urbana-Champaign and Wheaton College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning and consulting services.

Carmen Paulo is a CFP® and holds a Series 66 license with 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines systematic quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Meghan Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. She previously worked for Bank of America/Merrill Lynch for ten years. Outside of her advisory role, she owns a habit tracking application through Spark Mind Body Spirit LLC and serves as managing member of Bonka LLC, an Airbnb rental business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering a range of eligible investment strategies.

Matthew Johnson is a financial advisor with LPL Financial in Barrington, IL. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he has experience at institutions including Wintrust Bank, Amazon Web Services, and American Family Insurance. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Daniel Restrepo is a Series 66-licensed advisor at LPL Enterprise with 12 years of industry experience. He previously worked at CTC Trading Group, L.L.C. for 12 years and has been with LPL Enterprise and Prudential Insurance Company of America since 2024. Outside of his advisory role, he is involved in proprietary fixed life insurance sales. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust services.

Tray Moses is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has held roles at several firms including Thrivent Investment Management and Avantax Insurance Agency, and is currently affiliated with multiple wealth management entities under the Wehring and DB Wehring brands. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment options.

Deborah Gabriel is a financial advisor at Edward Jones in Palatine, IL, holding the ChFC® and Series 66 designations with 11 years of industry experience, all at Edward Jones. She serves as the board vice president of the Palatine Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

William Bernacki is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His previous roles include positions at J.P. Morgan Securities and Thrivent Investment Management Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a process that combines proprietary fundamental research with quantitative and algorithmic portfolio construction. The firm serves a variety of client types and offers services including discretionary portfolio management, fund advisory, and the delivery of model portfolios.

Jason Bennett is a financial advisor with Edward Jones in West Dundee, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2017. 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 and offers a broad range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Luigi Auriemma is a financial advisor with Charles Schwab in Schaumburg, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, U.S. Bancorp Investments, LPL Financial, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a range of advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and incorporates multi-asset model portfolios and alternative investment options.

Thomas Manzardo is a CFP® and ChFC® with 34 years of experience in the financial industry. He has been with Ameriprise since 2005, currently based in Schaumburg, Illinois. Outside of his advisory role, Manzardo is a co-owner of Buckhorn Grill & Bar in Wisconsin and serves as a trustee on the board of the Schaumburg Township Elementary School Foundation. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a centralized team that provides written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Ketcher Fenton is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous work includes roles outside finance, such as at Chapel Hill Golf Course and various retail positions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving through multi-manager and fund-of-fund structures.

Nolan Webster is a financial advisor with Edward Jones in Palatine, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he served 17 years in the U.S. Marine Corps and operated independently from 2019 to 2022. Outside of financial advising, Webster performs as a professional magician in Libertyville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

James Twigg is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments for over 17 years, working with clients and families to pursue their financial goals. James is focused on wealth planning and helping clients work towards their financial objectives. Over his tenure at Fidelity, James has held several positions including Financial Consultant from 2016 to 2023, Investment Consultant from 2015 to 2016, Relationship Manager from 2011 to 2015, and Private Client Specialist from 2008 to 2011. This experience has provided him with a broad understanding of strategies for all styles of investors. Outside of his professional career, James enjoys cooking and baking, family activities, football, golf, parenthood, and traveling.

Roger Hohol is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates Complete Tax Services, a tax preparation business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Salvatore Guccione is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes five years at Morgan Stanley before joining Charles Schwab and Charles Schwab Bank in 2018. Outside of financial advising, he is an author of historical fiction, screenplays, and novels. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides a broad range of multi-asset investment options supported by centralized operations.

Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kurt Ro is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Wintrust Investments LLC, Great Lakes Advisors LLC, and Thrivent Financial, among others. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lisa Froelich is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 2013, PFS Investments Inc. since 2020, and K.D. Brennan since 2021. Outside of her financial advisory work, she has been involved with The Edge Volleyball Club since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.