Andrew Levy is a financial advisor at Edward Jones in Des Plaines, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. Prior to joining Edward Jones in 2023, he worked for Lincoln Financial Distributors, Inc. for 16 years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Dopp is a financial advisor with Ameriprise in Wood Dale, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior work includes positions at The Huntington Investment Company, LPL Financial, Firstmerit Advisors, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Costantini is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities, LLC and WH Trading. 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 fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios, and is noted for its advisory role to multiple registered investment companies and use of algorithmic and AI-driven research techniques.

Rafal Prokop is a financial advisor at Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses with over 18 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and BMO Bank NA / LPL Financial LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Dunne is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 24 years of industry experience. Before joining Cetera in 2022, he worked for Lasalle St. Securities, L.L.C. for 21 years. Outside of advising, he operates a sole proprietorship focused on website design, email marketing, and technology consulting for local communities and small businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, with various program structures and access to third-party managers.

Elizabeth Stadler is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2019 and also works as a bartender at a restaurant in Schaumburg, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Ralph Kunzmann is a CFP®-certified financial advisor with 40 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Barrington, Illinois. Outside his advisory role, he serves as a trustee and personal representative for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support portfolio construction and offers a broad range of brokerage and advisory solutions.

Megan Angle is a financial advisor with Cetera and holds a Series 66 designation. She has three years of industry experience and has also been a partner at Porte Brown LLC, where she provides tax planning, tax preparation, and accounting services. Outside of her advisory work, she serves as board chairperson for the Tri-Town YMCA and participates in the Illinois CPA Society’s nonprofit committee, contributing to conference planning and education. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various third-party and affiliated investment options.

Bradley Skiba is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual 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 employs a structured planning process that incorporates firm-approved tools and scenario modeling.

James Bertucci is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Bertucci serves as a Board Trustee for the Village of Arlington Heights, providing guidance on budget and policy matters. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options to meet client needs.

David Nicholson is a ChFC®-designated financial advisor with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and also operates Preferred Planning Concepts, where he serves as an independent insurance agent. Nicholson is involved in providing identity theft protection and restoration programs to business clients through associated ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple custody platforms.

Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. 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 financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Nathan Harlow is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A./Merrill Lynch, M1 Finance, and Link Market Services. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Mueller is a CFP® certificant and financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Halpenny is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management. He is also president of New Horizon Wealth Strategies, where he provides financial planning, insurance, and investment advisory services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services supported by firm-provided asset allocation tools and access to third-party money managers.

John Moran is a CFP® credentialed financial advisor at OSAIC with 23 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc for 10 years. Moran is also an alderman for the 1st Ward of Park Ridge, Illinois, and serves on nonprofit boards including the Park Ridge Soccer Club and Ronald McDonald House Chicagoland & Northwest Indiana. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple investment platforms.

Byron Furdge is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at firms including GoHealth, State Farm VP Management Corp, and Morningstar Financial Services. Outside of advising, Byron is involved in teaching budgeting through his consulting business, FKC Enterprises. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large network of advisors and branch offices nationwide.

Thomas Erffmeyer is a CFP® with 24 years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016, and previously held positions at PNC Wealth Management, J.P. Morgan Securities, and RBC Capital Markets. Outside of his advisory role, he is involved in training, showing, and breeding show horses through a personal business. 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s financial research and alternative investment programs.

Jack Crawshaw is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Signature Bank and Shorehill Capital LLC. Crawshaw’s background includes roles at educational institutions such as Kent State University, Loyola Academy, and Montverde Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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 large network of investment adviser representatives and advanced operational tools.

Jarid Brockman is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience, all of which have been with Edward Jones. He is based in Algonquin, Illinois. Outside of his advisory role, he serves as president of Brockman, Inc., an S-Corp. 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 strategies and investment options, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.