Barry Krumwiede is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at J.P. Morgan Securities and entrepreneurial ventures such as Krumwiede Farms. He also serves as a for-profit board member at Buckley State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Flavia Cardozo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions.

Patrick Windle is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at TIAA-CREF from 2005 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio construction. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methodologies in its investment process.

Ryan Von Borstel is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2024. Ryan focuses on creating and implementing personalized financial plans tailored to his clients' goals. His professional experience encompasses investment consulting and private client banking. Ryan approaches finance with the understanding that money is a personal matter and aims to work collaboratively with clients to address their financial objectives. Outside of his professional responsibilities, Ryan enjoys camping, parenthood, reading, scuba diving, and volunteering.

Rodney Pikul is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Pikul serves as a board member and secretary for the Carol Stream Chamber of Commerce, where he helps organize and promote events and participates in board decisions. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm offers a range of investment strategies, advisory programs, and affiliated financial products, supported by a nationwide network of financial advisors and branch offices.

Benjamin Bjork is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Kevin Kruse is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Citizens Securities, Inc. from 2006 to 2012 before joining LPL Financial in 2012. Kruse serves on the board of the Saint Charles Sportsmans Club, a nonprofit organization. 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 a wide range of investment strategies through its network of advisors and provides various financial planning and asset management solutions.

Charles Black III is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he has experience as a print model for an outdoor apparel company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic analyses covering a broad range of planning topics, with the option to integrate planning and managed-account services under a consolidated billing arrangement.

Matt Cole is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Green State Credit Union for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory programs supported by a large nationwide network of financial advisors and branch offices.

Daniel Gehrs is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His work history includes positions at Thrivent Financial, LPL Enterprise, and Pruco Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Matthew Gruszkowski is a financial advisor with Thrivent Investment Management in St Charles, IL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cottingham and Butler and McCoy Group, along with work at Great River Learning and TruSort. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services while keeping them separate.

Scott Wertz is a financial advisor with Ameriprise in Winfield, IL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at The Huntington Investment Company, LPL Financial, and Citigroup Global Markets, among others. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The service uses a centralized team and combines internal research with third-party data and algorithmic tools to support asset allocation and withdrawal strategy decisions.

Roy Cook Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Dugan & Lopatka Wealth Management, Cetera, Raymond James Financial Services, and SAGE Private Wealth Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and resources.

Lance Clemens is a CFP®-certified financial advisor with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Clemens serves as an Illinois director for the Veteran's Golf Association, overseeing 20 veteran golf events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dominica Katsoudas is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley, she held various roles in healthcare marketing and academic institutions, including positions at Klick Health, Eversania Intouch, and Northwestern University Feinberg School of Medicine. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Brett Sherpan is a CFP® with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has previously worked at Chicago Oakbrook Financial Group, Commonwealth Financial Network, and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he is the owner of BSWM, Inc., a private entity established for tax purposes. 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 charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools that illustrate potential outcomes and supports implementation through various advisory programs.

Mitchell Rottier is a financial advisor at Raymond James Financial in Geneva, IL, holding a Series 66 designation with three years of industry experience. His career includes roles at Morton Private Wealth Strategies, Inc. and Raymond James Financial Services, Inc., as well as prior positions in education and business. Rottier assists clients and develops new relationships in his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among similar large institutional advisors.

Andrea Grant is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Kevin Hanley is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His career includes roles at Morgan Stanley, Merrill, and Bank of America. Outside of his advisory work, he serves on the Advisory Board and Finance Committee for Old St. Patrick’s Church and is Chair of the Carts and Caddie Committee at Oak Park Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market analyses.

Donald Butler is a financial advisor at Edward Jones in Geneva, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Northern Seminary, Harvest Bible Chapel, Bannockburn Church, and Butler Innovative Group. He serves on the Board of Trustees for the Village of Lily Lake, IL. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.