Stephen Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses. He has 38 years of industry experience, having worked with Mass Mutual Investors Services since 1988 and MassMutual Life Insurance Company since 1986. Additionally, he is involved in sales as an agent with The Todd Group, specializing in property and casualty, health, and group life insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to develop collaborative, annual financial plans, with implementation conducted through separate brokerage or insurance arrangements.

Russell Olsen is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Prior to that, he worked at Sandhurst Securities Ltd. since 1986. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

John Hanlin is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 25 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hanlin serves as a board member for Rose Farm Estates HOA in Woodstock, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, wealth-transfer, business-owner transition, sports and entertainment, special-needs, and divorce planning.

Sheldon Clark is a financial advisor at Edward Jones with 22 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Clark has ownership interest in VS Clark Investments, LLC, a family estate business based in Boise, Idaho. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robin Alvigi is a financial advisor with Edward Jones in Algonquin, IL, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she co-owns a rental townhome with her husband, which they manage personally. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Daniel Harley is a financial advisor with LPL Enterprise who holds Series 63, 65, and 66 licenses and has 16 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member for the Campton Cemetery Association, a nonprofit organization. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to various brokerage and insurance products.

Donald Duvall is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Harris Investor Services, Inc. and Harris Bank NA since 2003 and 2005, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, third-party research, and various portfolio management strategies.

Christopher Maxwell is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a trustee of a family trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party managers, and access to insurance products through its affiliated entities.

Travis Ormsby is a CFP®-certified financial advisor with Wells Fargo Advisors, bringing 10 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2015. Outside of his role at Wells Fargo, Ormsby holds ownership interests in two wealth management groups based in Woodstock, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting specific net-worth criteria and integrates advisory services with other financial products and referral channels.

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.

Clifford Hunn III is a financial advisor with Ameriprise in Crystal Lake, IL, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1999. Outside of advising, he is involved in independent insurance brokering and manages office expenses through a business ownership entity. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and leveraging algorithmic tools under oversight.

John Huff is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked with Cetera since 2005 and also owns Huff Enterprises Inc., a tax and accounting business. Additionally, he serves as treasurer for the McHenry Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Rebekah Berry is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 1999. Berry serves on the board and the Endowment Trust Committee of the Greater Elgin Family Care Center, where she participates in overseeing the overall investment allocation of the endowment trust. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a broad range of investment strategies and client goals.

Timothy Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009 and operates under the dba Fraser Wealth Management in Woodstock, Illinois. 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 a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Amber Luczak is a financial advisor with Edward Jones in Fox River Grove, IL. She holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Eckert is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience in accounting and tax services, having worked at Trail CPA Corporation and GPL Tax & Accounting prior to joining LPL Financial. Outside of advisory work, he has a background in agricultural business through his role at Integrated Ag LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a wide range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Patrick O Connor is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at The Freeze and Northern Michigan University. Outside of his advisory role, he serves on the Board of Directors for the Senior Care Volunteer Network and is involved in their Planning and Fundraising Committee. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Patrick O'Connor is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has been with Wells Fargo Advisors since 2011. Outside of his work at Wells Fargo, he co-owns Armada Financial Partners Ltd with his spouse. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, with specialized services requiring specific advisor credentials.

Thomas Sublewski is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities LLC, as well as involvement with The Foodie Dog. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Nathan Arroyave is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior roles include positions at BMO Bank NA and Rogers & Holland's. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.