Marfina Peralta Alfonso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Soul Care Services, Advocate at Home, and several home health care organizations. She is also involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Michael Amrozowicz is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 credential with 10 years of industry experience. He joined Edward Jones in 2017 after working at Primerica Advisors and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Nathan Niewinski is a financial advisor with LPL Financial in Kenosha, WI, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Johnson Financial Group, Harbour Investments, Inc., 818 Capital Group, LLC, and The Tranel Financial Group. 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 investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

Kathy Merritt is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at OSAIC, SagePoint Financial, Cambridge Investment Research Advisors, and LPL Financial. Merritt is also a co-owner of JPV Financial Inc., an advisory business based in Grayslake, IL. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Howard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he is the owner of Howard Farms in Maquon, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jaclyn Smith is a financial advisor at Edward Jones in Kenosha, WI, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2022. 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 and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Charles Koules is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Equitable Advisors LLC prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. In addition to his advisory role, he is a licensed USCG Master Captain and works as an instructor and commercial boat captain. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers customized, non-discretionary advice through its Institutional Consulting Services program.

Lisa Micklevitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she serves as a notary public and assists her local township assessor with property inspections. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology solutions.

Mary Witte Tabbert is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial and First Midwest Bank. She is currently based in Gurnee, Illinois. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jonathan Mrowiec is a financial advisor with LPL Financial in Spring Grove, IL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Fifth Third Securities before joining LPL Financial in 2017. In addition to his advisory role, he teaches advanced tax and accounting courses as an adjunct instructor at Oakton Community College and as an assistant professor at Carthage College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Chad Brown is a financial advisor with J.P. Morgan Securities in Pleasant Prairie, WI, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2014. Outside of his advisory role, he coaches youth soccer for local clubs AFC Union and Rush Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

Agnes Roach is a CFP®-designated financial advisor with 42 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. Agnes has also operated AA Roach Financial Planning since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse portfolio options.

Richard Topf is a financial advisor with Edward Jones in Twin Lakes, WI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a member of SOURCE TO SUMMIT LLC, a business consulting firm, and serves as a trustee for the Round Lake Park Police Pension Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Brooke Kreuser is a Series 66-licensed financial advisor with Edward Jones, based in Kenosha, WI, and has two years of industry experience. She has been with Edward Jones since 2023 and has held various roles prior to her financial advisory career. Brooke serves on the board of the Kenosha Women's Network, participating in decision-making for events and membership growth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Maggie Watson is an investment advisor affiliated with LPL Financial and Heritage Wealth Partners, holding a Series 66 designation. She has been in the financial industry since 2025 and has prior experience in healthcare and nutrition, including operating Maggie Watson Nutrition LLC as a registered dietitian health coach. Watson also works with Three Point Healthcare as a registered dietitian. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

James Larson is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, previously serving at Harris Investor Services, Inc. since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Eric Bowden is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and BMO Harris Bank. Bowden maintains a DBA entity for an LPL-related business in Gurnee, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.

Eulalia Turkowski is a financial advisor with LPL Financial in Gurnee, IL, holding a Series 66 designation and nine years of industry experience. She worked for Wayne Hummer Investments LLC for ten years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.