Lisa Micklevitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Wells Fargo Clearing from 2008 to 2012. Outside of advisory work, she serves in a township role assisting with field inspections and property measurements. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Morgan Presterl is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Spectrum Center Inc. for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brittany Hafferkamp is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Paychex, Inc. for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Blake Hafferkamp is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning like business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

Jonathan Mrowiec is a Series 66-registered financial advisor with LPL Financial, where he has worked since 2017. He has 13 years of industry experience, including prior roles at Fifth Third Securities and Morgan Stanley. Outside of his advisory work, he serves as an adjunct instructor teaching advanced tax and accounting classes at Oakton Community College and Carthage College. 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 portfolios, third-party asset management, and institutional platforms, with advice typically implemented by investment adviser representatives using a variety of investment strategies.

Sharon Schwager is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She has held prior roles at Creekview Wealth Management and previously worked at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

James Larson is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones and Harris Investor Services, Inc. He is also involved in a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and utilizes a broad platform that includes model portfolios, third-party subadvisors, and customized strategies along with technology tools for operational support.

Sheila Broderick is a financial advisor with Edward Jones in Lake Geneva, WI. She holds a Series 63 designation and has 27 years of industry experience, including 24 years with Edward Jones. 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 under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brian Luedke is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including over two decades at Thrivent Financial for Lutherans and Commonwealth Financial Network, before joining LPL Financial. He serves as a Planning Commissioner for the Village of Richmond, IL. 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, and institutional platforms, supported by a large network of advisors and comprehensive operational tools.

Ann Morocco is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Raymond James Financial Services. In addition to her advisory role, she is involved in insurance sales through a sole proprietorship. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services employing model-based asset allocation, portfolio optimization, and various managed account strategies.

Daniel Sigman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2026. His prior experience includes roles at Sigman Wealth Planning, Prudential Insurance Company of America, and NRECA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a nationwide network of financial advisors and branch offices.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Matthew Perley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following a year at Distinguished Programs Group. He also serves in the United States Army Reserves, focusing on exercise design for deployment readiness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Joseph Mchugh Sr. is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. His prior experience includes a year at FSC Securities and nineteen years at Accenture, LLP. Outside of his advisory role, he is involved with McHugh & Riley Limited, a tax preparation and accounting firm. 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 network of over 22,800 advisors.

Barry Proctor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Wayne Hummer Investments for 20 years and Wells Fargo Clearing for two years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of advisory strategies.

Adam Solano Jr. is a financial advisor with Mass Mutual Investors Services in Grayslake, IL, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and has worked with MassMutual Life Insurance Company since 1993. Outside of his advisory role, he is an author of nonfiction works, engages in public speaking, and is a candidate for Avon Township Trustee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver tailored recommendations.

Travis Brown is a financial advisor with Edward Jones in Grayslake, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Casey Torrey is a financial advisor at Edward Jones in Round Lake, IL, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Torrey is the owner and singer of a local band called Acousticats. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Kim Nash Walker is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Lanex LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option that combines planning with managed-account services while maintaining these services separately.