Stanley Kottke is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while keeping the services separate.

Erik Olsen is a financial advisor at Edward Jones in Woodstock, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served five years in the United States Navy. His background includes involvement related to veteran disability benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, supported by a large network of advisors and branch offices nationwide.

John Griggs is a financial advisor with Equitable Advisors in Twin Lakes, WI, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC from 2015 to 2020. Outside of his advisory work, he serves as a consultant in medical insurance and benefit premium sales and works as a broker for life settlements. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs, including third-party managers and proprietary tools, focusing on matching clients with models based on their personal and plan information and risk tolerance.

Charles Trybula is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he serves as a board member and treasurer for the Sunset Hills Association, a homeowners' association in Lake Geneva, Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with implementation supported by affiliated firms.

Chadwick Noyes is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Guardian, New York Life Insurance Company, and Eagle Strategies LLC. Outside of his advisory work, he volunteers as a youth sports coach and serves on the board of a nonprofit organization supporting individuals with Down syndrome. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various investment programs along with educational seminars and structures financial planning as ongoing, collaborative engagements.

Michael Crouch is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Avantax Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Robert Wickenkamp is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes two years at Edward Jones and ongoing roles at RJW Investment Consultants since 2009. Outside of advisory services, he owns and operates independent insurance and college funding counseling businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Sanya Rizvi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley DW Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment management entities.

Quinn Landl is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his current role, he had positions at The Prudential Insurance Company of America and Pruco Securities LLC. He also spent time working at the Krannert Art Museum and in the retail sector before entering finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Alan Hafferkamp is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved in operating a family farm in Sharon, Wisconsin. 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 and utilizes Wells Fargo research and tools to develop tailored recommendations for its clients.

Susan Schwarm is a financial advisor with Ameriprise in Libertyville, IL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advising, she manages an LLC that holds commercial property used exclusively for conducting Ameriprise business. Ameriprise provides retirement-income planning services targeted at clients approaching or in retirement who meet specific asset thresholds, combining research and modeling with tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Suzanne Hollingsworth is a financial advisor with Cambridge Investment Research Advisors in McHenry, Illinois, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at LPL Financial and Uvest Financial Services Group. She is also involved with Dunlap Financial Services Inc. as an employee under a trade name. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides services through multiple platforms and custodians, supports both discretionary and non-discretionary management, and offers proprietary model strategies under the Founders Gate Capital brand.

Rick Melone is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his current role, he was employed at The High Tech Solution and Capgemini. 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 and investment services supported by a nationwide network of financial advisors and branch offices.

Andrew Kubicsko Jr. is a financial advisor with Raymond James & Associates in Lake Geneva, WI, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is involved in managing rental real estate properties with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, affiliated research, and specialized municipal advisory services.

Daniel Volk is a financial advisor with LPL Financial in Grayslake, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Wayne Hummer Investments, Merrill, Chase Investment Services Corporation, and Banc One Securities Corporation. He is involved with Wintrust Investments Insurance Agency, focusing on non-variable insurance. 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 and institutional platforms, and supports advisors with research-driven model portfolios and technology tools.

Joseph Gleba is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Avantax and Porte Brown Wealth Management. Gleba serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Aparna Sarma is a Series 66 licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities in McHenry, IL. She previously worked at Bank of America/Merrill Lynch for seven years and has been with JPMorgan Chase Bank, N.A. since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Derek Hartmann is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2019. Outside of his advisory work, he occasionally caddies at a private golf club and is involved in restoration work through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kellie Perrault is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at First Midwest Bank and Old National Bank. 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, third-party asset management, and institutional platforms.

Vicki Nielsen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her work history includes roles at Voya Financial Advisors and Integrity Financial Professionals, where she is also president and owner. Nielsen is an alumni member of Leadership Greater McHenry County and participates in local community activities such as the McHenry County Task Force on Aging and serving as a volleyball scorekeeper at Alden-Hebron High & Middle School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.