Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes two years at Edward Jones and ongoing roles at RJW Investment Consultants since 2009. Outside of advisory services, he owns and operates independent insurance and college funding counseling businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Quinn Landl is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his current role, he had positions at The Prudential Insurance Company of America and Pruco Securities LLC. He also spent time working at the Krannert Art Museum and in the retail sector before entering finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Stephanie Chirbas is a financial advisor at LPL Financial with eight years of industry experience. She has held positions at BMO Bank NA since 2018 and previously worked at BMO Harris Bank NA from 2004 to 2018. Chirbas holds Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sean Welsh is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Spectrum Wealth Advisors. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by sophisticated tools and multiple manager options.

James Williams is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and J.P. Morgan 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 non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where applicable.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. 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 advisory and investment services supported by a nationwide network of financial advisors and branch offices.

Daniel Volk is a financial advisor with LPL Financial in Grayslake, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Wayne Hummer Investments, Merrill, Chase Investment Services Corporation, and Banc One Securities Corporation. He is involved with Wintrust Investments Insurance Agency, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with research-driven model portfolios and technology tools.

Timothy Antos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Cetera since 2005 and also co-owns Antos Advisors, Ltd., a CPA firm where he provides tax services including tax returns and IRS representation. Additionally, he is principal partner at Antos Wealth Advisors, a wealth management firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Robert Allen IV is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. In addition to his advisory role, he has been involved with Chicago Tag & Label since 2001 and Primerica Financial Services since 1999. Outside of advisory services, he is engaged in selling loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Busey II is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Woodbury Financial Services Inc. and Robert W. Baird & Co. Inc., as well as self-employment. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, comprehensive financial planning, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing a variety of discretionary and third-party management strategies.

Bradley Jenks is a financial advisor with LPL Financial in Gurnee, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 2000. Outside of his advisory role, he serves as a board member for the Zacharias Sexual Abuse Center, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a wide range of clients—including individuals, retirement plans, banks, and institutions—through various advisory and brokerage services. The firm offers multiple investment programs and leverages technology tools for operational and research support while maintaining a broad suite of financial services beyond advisory functions.

John Fitzpatrick is a financial advisor at Wells Fargo Advisors with 61 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. He also serves as a trustee for an investment-related trust in Lake Forest, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth criteria and integrates advisory services with other financial products and referral channels.

Kellie Perrault is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Midwest Bank and Old National Bank. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Sackman is a financial advisor with LPL Financial in Beach Park, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. His prior roles include positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is also involved in non-variable insurance and operates a notary service under the business name Sackman and Son Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with investment options spanning strategic and tactical allocations, direct indexing, and alternative exposures.

Thomas Heller is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodbury Financial Services and OSAIC. He also operates T. Heller Financial, a firm he founded in 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Janet Franz is a financial advisor with Equitable Advisors in Kenosha, WI, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.

Paul Sylvia is a financial advisor with Ameriprise in Gurnee, IL, holding the CFA® designation and Series 63, 65, and 66 licenses. He has 10 years of industry experience with prior roles at firms including Northwestern Mutual and Aon Corporation. Sylvia operates through Ellio Wealth Advisors, LLC, the ownership entity for his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Dean Labelle is a financial advisor with Cetera who holds the Series 66 designation and has 26 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and also owns and operates Dean Labelle Accounting, providing accounting, bookkeeping, payroll, and tax services since 1992. Additionally, he serves as a music director and worship service planner for a religious organization. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Keith Dreger is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Dreger is an agent with Frey-Rude Associates, an independent property and casualty insurance agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with an option to combine planning with managed-account services under a consolidated billing structure.

Allen Hall is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His career includes roles at Merrill, Bank of America, Edward Jones, and Cetera Advisor Networks. He is also associated with Exemplar Financial Network, operating a related business entity. 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 institutions. The firm provides a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies, supported by advanced operational tools.