Charles Boe is a CFP®-credentialed financial advisor with Wells Fargo Advisors in Woodstock, IL. He has 46 years of industry experience and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he holds a minority ownership interest in a private country club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across various financial needs.

Michael Kline is a financial advisor at Edward Jones in McHenry, IL, holding Series 63 and Series 66 designations with five years of industry experience. His prior roles include positions at TD Ameritrade and Edward Jones Investments, as well as involvement in collegiate athletics at the University of Colorado Boulder and University of Nebraska. In addition to his advisory work, he serves as Membership Chair for the PROPS Referral Group, focusing on recruiting and onboarding new members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Cameron Hubbard is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He previously worked at CETERA Advisor Networks LLC and has been associated with Exemplar FN since 2010. Outside of his advisory role, he serves as a city council member and holds a nonprofit board position in Crystal Lake. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from internal and third-party sources.

Erik Gullickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he is involved in tax preparation through two businesses and serves as the Chair of the Finance Committee and a Board Member for The Conservation Foundation, a nonprofit focused on land and water conservation in northern Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs fact-finding, risk profiling, and modeling tools to deliver tailored, non-discretionary planning and consulting.

Mark Mascharka is a financial advisor with J.P. Morgan Securities in Cary, Illinois, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joseph Nabozny is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Nabozny also operates a tax preparation and accounting business, Exemplar Accounting & Tax, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and employs both discretionary and non-discretionary management strategies supported by extensive research and technology.

Patrick Louise is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as the athletic director for St. Mary Catholic School in Woodstock, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Richard Gnivecki is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. In addition to his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield Illinois. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to deliver tailored, non-discretionary advice through a centralized consulting team.

James Issel is a financial advisor at Cetera with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera, Mr. Issel worked at Cetera Wealth Services, LLC for 13 years. Outside of his advisory role, he serves as an election judge in DuPage County and acts as an executor and trustee in family-related legal and trust matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through discretionary and non-discretionary programs, offering advisors access to affiliated and third-party investment managers.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill Lynch, Charles Schwab, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Schifferer is a financial advisor at Edward Jones in Cary, IL, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and has served as Mentorship Chairman for AmSpirit Cary Grove Business Exchange, a local small business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a nationwide network of more than 23,000 financial advisors and managing over $1 trillion in assets.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.

Joseph Ricciardi is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has prior experience at Securities America Advisors and Securities America Inc. In addition to his advisory role, Ricciardi has worked as a pilot for United Airlines since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Casey Callahan is a financial advisor with Osaic Wealth, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Osaic in 2023, he worked at several firms including SagePoint Financial, OneAmerica Securities, and Northwestern Mutual. He also owns Callahan Financial Strategies, a sole proprietorship focused on financial planning, retirement planning, and investment management. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of advisers. The firm utilizes advanced asset-allocation tools and multiple investment platforms to manage portfolios that include a range of asset classes on both discretionary and non-discretionary bases.

Matthew Lemke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He is the president and owner of two support companies, GMF Lemke Financial, Inc. and Summit Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Jennifer Johnson is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Advisor Networks and Bergeland & Hubbard. Johnson serves as a board member for Exemplar Advisor Services and Exemplar Accounting and Tax Advisors, reflecting involvement beyond her advisory role. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Robert Olesen Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2018, he worked for James T. Borello & Co. for 17 years. He is also the owner of Olesen Tax Strategies, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its recommendations with analytical tools and risk profiling.

Conrad Bloom is a financial advisor with Equitable Advisors based in Twin Lakes, WI. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at John Griggs and Plexus Financial Services, as well as positions outside the financial sector. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple external asset managers and offering both advisory and brokerage channels.

Zachary Cashmore is a financial advisor with Edward Jones in North Barrington, IL, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Advisor Share Wealth Management and self-employed advisory firms. Outside of financial advising, he has worked in the brewing industry with Revolution Brewing. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with a broad range of advisory programs and affiliated investment options.

Jacob Ries is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. Outside of his advisory role, Ries has coaching involvement with the Big Foot Union High School and Big Foot Wrestling Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.