Kevin Rieger is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Julie Plutchak is a financial advisor with Ameriprise in Kenosha, WI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining Ameriprise in 2026, she worked at Johnson Bank and LPL Financial LLC from 2018 to 2026, Gateway Mortgage Corporation from 2017 to 2018, and Southport Bank from 1997 to 2017. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

James Glenn is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he owns and operates a car storage facility in Volo, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non–high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Gavin Carlson is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. His prior work includes roles at Spectrum Wealth Advisors, First American Bank, and Amazon. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers across multiple advisory platforms.

Glenn Arnold is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning that utilizes established investment and risk modeling techniques without providing individual security recommendations as part of standalone plans.

Vickey Ippolito is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she worked with GoPay LLC and has a background that includes various roles in the hospitality industry. Outside of finance, she serves on the board of a nonprofit acting school and is active as an actress with the Milwaukee Talent Network. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering solutions such as discretionary portfolio management and fund advisory services.

Denison Webster is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is involved with Hill Island Florida Corp in Delray Beach, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and supported by firm-approved analytical tools and methodologies.

Michael Prosen is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having worked at J.P. Morgan Chase since 2007. Outside of his advisory role, he is a rental property owner. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alexander Ingalls is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2009 and previously worked at Royal Bank of Canada and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Robert Likus is a financial advisor with LPL Financial in Gurnee, IL, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Bank of America, Merrill, and Abbott Laboratories Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Jack Pierce is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He currently works at RBC Capital Markets and has prior experience at City National Bank and U.S. Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, along with integrated financial planning and custody services.

Michael Kozlow is a financial advisor with Edward Jones in Gurnee, IL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at AIG Capital Services, Inc. and American General Life from 2013 to 2021 before joining Edward Jones in 2021. 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, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

John Boyle is a CFP® professional with over 31 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Nicole Simmons is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Her prior work includes roles at Loft, Emils Restaurant, and Black Lung. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset‑allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christopher Collins is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Collins serves on charitable boards focused on educational scholarships and is involved in leadership and fundraising activities with Boy Scout Troop 48. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, and charitable organizations. The firm offers tailored investment advisory programs combining in-house and third-party managers, emphasizing customized portfolio management aligned with clients’ risk profiles.

Chase Gauthier is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple Cetera entities and previously worked at Oppenheimer Funds and Morningstar Inc. Since 2023, he has operated a financial services DBA, Gauthier Wealth Partners. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors.

Leonard Dedo is a Series 66 credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services since 2005. He serves as secretary for the Lake Forest-Lake Bluff Rotary Club Foundation, a local charitable organization focused on community service. Additionally, he is a co-manager of Carlisle Partners LLC, involving real estate investment activities. UBS Financial Services Inc. provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to capital markets. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and multiple service platforms.

Mario Caprio is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at Edward Jones since 2025, following prior roles at Sliccily Pizza Pub, Millennium Trust Company/Inspira Financial, and Forest Park Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Robert Treichler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at TIAA CREF Individual & Institutional Services, Wells Fargo Bank, and PNC Investments. Treichler is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including household and corporate accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Andrei Neuhaus is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he was involved with the Orland Park Vikings Youth Hockey Club from 2017 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.