Robert Mazanke is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Thomas Piehl is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and affiliated entities since 2003. In addition to his advisory role, he is president and sole shareholder of an accounting and income tax practice established in 1990, providing accounting write-up services and tax preparation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and a variety of program structures with access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

David Kane is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including nine years at Morgan Stanley prior to joining Raymond James in 2021. Kane is also the sole partner and president of Kane Wealth Group, an independent support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support roles through tailored financial plans and a broad affiliate network.

Ryan Mc Neill is a financial advisor at Raymond James Financial with 16 years of industry experience. He previously worked for Natixis Advisors, LLC and Natixis Distribution, LLC for 16 years before joining Raymond James. He holds Series 63 and Series 66 designations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and governmental entities. The firm offers customized, non-discretionary advice supported by a range of institutional and wrap program solutions, with a particular focus on municipal and public finance clients.

Evan Hoobchaak is a financial advisor with Ameriprise in Barrington, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advising, he is the owner and president of Sisu Capital Inc., and is involved in strategic planning and sales for Palm Rat Golf, LLC, an apparel business. He is also an author. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Larry Chambers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at North Chicago Community School District, the Law Office of Kenneth Ditkowsky, PFS Investments, and Primerica Financial Services. He is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party asset managers.

John Silmon is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and previously spent 18 years at KPMG LLP. Outside of his advisory role, he owns residential rental properties in Oak Park, Illinois. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexandra Wilson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to her advisory role, she was employed at the University of Phoenix and Elgin Community College and has been involved with Vector Marketing since 2015. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations typically delivered within 180 days of enrollment. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and utilizing algorithmic tools alongside a centralized consulting team.

Nicole Schelkopf is a financial advisor at Edward Jones in Schaumburg, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner and partner of NAS Farms, a farming business in Chicago. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hoffman is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and has previous work experience that includes CJs Bar and Kemper Lakes Country Club. 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 recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Kurt Kubon is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 65 credentials and having 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 1998. Outside of his advisory role, he serves as a trustee for several personal trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Bianca Bowman is a financial advisor at LPL Enterprise with a Series 66 license and no prior industry experience. Her work history includes positions at Heartland Bank & Trust and Bankers Life. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

David Poitras is a financial advisor at Robert W. Baird & Co. in Wheaton, IL, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been with Robert W. Baird since 2006. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real-asset exposures.

Kevin Geist is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance Co. Geist is also associated with Schumann Financial, a registered investment-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Orr is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Securities America, Equity Bank, and various Cetera affiliates. Orr also serves on the investment committee for Lees Summit Community Church, providing oversight for the church’s financial management. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Mark Pomeroy is a financial advisor at Raymond James Financial Services Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Bank of America, Merrill Lynch, JPMorgan Chase, and The Standard Market. Outside of his advisory role, he is the owner of HoloLedger LLC, a business focused on sourcing and reselling collectible trading cards and hobby merchandise. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and high-net-worth clients, as well as institutions such as pension plans and municipal entities. The firm offers tailored, typically non-discretionary advisory services and specialized programs like the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Thomas Linas is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Masus Financial Group, LTD. and LPL Financial, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes IPS-driven processes and a broader range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Mark Duris is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016 and 2017, respectively. Outside of his advisory roles, he is involved with CampReward, Inc. and has been associated with Tazza Coffee since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Theodore Degaetano Jr. is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1993. He serves as a fiduciary with a power of attorney role in an investment-related entity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jonathan Alberts is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Iron Horse Wealth Management. Outside of finance, he spent time working at aquatic centers earlier in his career. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.