Stephen Mactavish is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments and CAFG Wealth Management. He is also involved in a business entity related to his LPL practice and holds a role in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Robert Watson is a Series 66 licensed financial advisor at Morgan Stanley with six years at the firm and a total of 24 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at BMO Harris Bank from 2002 to 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Kelly Mc Kay is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 65 licenses. Mc Kay has been with Edward Jones since 2021, with a total of six years at the firm. 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 and investment strategies supported by a large nationwide network of advisors and branch offices.

Joseph Keller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in September 2014, he has focused on assisting business owners, individuals, and their families in managing and preserving wealth through personalized attention and customized, disciplined financial strategies. He works closely with clients to develop tailored plans that align with their long-term goals. His areas of expertise include legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. Joseph holds a Bachelor's Degree from Northern Illinois University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph and his family reside in West Chicago, Illinois. Outside of his professional role, he is involved in community organizations such as the Fox Valley Beekeepers Association, Fox Valley Food For Health, and St. Peter Catholic Church in Geneva, Illinois. His personal interests include football, gardening, golfing, pottery, spending time with his family, and traveling.

Sheldon Clark is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Clark has ownership interest in VS Clark Investments, LLC, a family estate business based in Boise, Idaho. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeff Crum is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 1994. He has been in the financial services industry for 35 years, beginning his career as a Financial Advisor at Prudential Bache Securities from 1990 to 1994. Jeff focuses on the process of financial planning at the beginning of client relationships, emphasizing the unique nature of each client's situation. He partners with clients to address what is important to them and their families, developing tailored game plans. Outside of his professional work, Jeff enjoys boating, family activities, fitness, golf, and spending time at the lake. He is also involved in volunteering.

Kelsey Lahue is a financial advisor with LPL Financial, holding Series 65 and Series 63 registrations. Lahue has experience working at firms including Oracle and Cerner Corporation prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolio options.

Justin Pisellini is a financial advisor at LPL Financial in Wheaton, IL, with 15 years of industry experience. He holds a Series 66 credential and previously worked at Edward Jones for eight years before joining LPL Financial in 2018. In addition to his advisory role, he works as a part-time licensed administrative assistant for another financial advisor in his office. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Greg Lewandowski is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. for a combined ten years before joining LPL Financial in 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

Kevin Gilbert is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience, including prior work at Edward Jones. J.P. Morgan Securities LLC 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.

Joseph Batelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Chase Bank, Foresters Financial, and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning strategies and investment management.

Brian Richter is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2024 and previously held roles at Equity Services Inc and National Life Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Courtney Kaufmann is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at ICS Solutions and The Sugar Circle in various roles. Outside of her advisory work, Kaufmann creates content on YouTube. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Jeffrey Hammond is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Transamerica Financial Advisors, Inc. He was also involved with Chicago United Ventures LLC from 2013 to 2017. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers within an integrated platform that includes access to insurance products and a collateralized lending program.

James Davis is a financial advisor at Raymond James Financial in Saint Charles, IL, with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services, Inc. since 1994. Outside of his advisory role, he is involved in the rehabilitation and rental of real estate properties. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Maurice Lounds is a CFP® with 25 years of industry experience, currently serving at LPL Enterprise. He has previously worked at Prudential Insurance Company of America, Pruco Securities, and LPL Financial. In addition to his advisory work, Maurice teaches mathematics at Indiana University and IVYTECH Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory programs with brokerage and insurance products.

Kristi Braun is a financial advisor with Merrill in Schaumburg, IL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been associated with Merrill since 1997 and Bank of America, N.A. since 2009. Outside of her advisory role, she is involved with Abbey Villa Unit, a business based in Fontana, Wisconsin. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates these services with Bank of America’s broader platform, providing access to various financial products and services.

Jana Pretzer is a financial advisor with Robert W. Baird & Co. in Elgin, IL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Pretzer serves as Treasurer for the North American Versatile Hunting Dog Association (NAVHDA). She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies along with tax management and direct-indexing.

Lukas Petrus is a financial advisor with LPL Enterprise and holds the Series 66 designation. He began his career in the financial industry in 2026 after working in various roles, including positions at Kreshmore Group and employment related to university services. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through both advisory and brokerage channels.

Carmen Paulo is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.