Scott Coyner is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at the University of Iowa and Indiana University. His background also includes roles outside the financial sector, such as positions in parking management and food service. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Brett Proudfoot is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Invesco Advisors, Inc. prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools, serving clients through both individual and corporate financial planning agreements.

John Kuhlman, Jr. is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, continuing his tenure with RBC Capital Markets since 2008. Outside of advisory work, he serves on the board of directors for Argon Credit Corporation and advises on restructuring for Harbour Contractors. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and supported by in-house and third-party investment managers.

Peter Daley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Batavia, Illinois, bringing 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. In addition to his advisory role, he serves as an adjunct instructor of economics at McHenry County College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Hartzell is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, as well as two years at Menards, Inc. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Erin Anderson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at KPMG for two years. Anderson is based in Lisle, Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Rodriguez is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SDC CPAs LLC and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Scanlon is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His career includes roles at Cetera Wealth Services, Chicago Wealth Management Group, and ownership of businesses such as Zyntex, Inc. and JSKBM Properties LLC. He is also an instructor for the Association of Financial Educators, conducting financial education classes. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides access to various portfolio management and consulting services through a multi-manager platform, supporting diverse investment strategies and program structures.

Jennifer Gould is a CFP® professional with 24 years of industry experience. She is currently with LPL Financial and has previously worked at Wells Fargo Clearing Services LLC and BlackRock. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Todd Riggin is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He has a long tenure at Harris Investor Services Inc and Harris Bank, spanning over 20 and 30 years respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

James Hogan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. He has worked with Cetera since 1998 and holds additional roles including partner at Cornerstone Advisers LLC and owner of an accounting and tax practice, Hogan & Company CPAs. Hogan also serves as treasurer on the board of the Tri-Town YMCA, a nonprofit organization offering childcare and summer programs. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers.

Julie Hankes is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and nine years of industry experience. She has been with LPL Financial since 2016. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology solutions to support diversified and alternative investment strategies.

Inakshi Sukhani is a financial advisor at Edward Jones in Oswego, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior roles include positions at US Bancorp Investments, US Bank, JP Morgan Securities, JP Morgan Chase, and MB Financial Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Leo Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Castle Metals and Mosquito Joe of DuPage, as well as time spent at Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, providing financial planning services supported by structured processes and firm-approved tools.

Nathan Middel is a Financial Consultant at Fidelity Investments. In this role, he works with clients to identify their financial goals and build plans to achieve them, providing ongoing support through communication and customer service. Nathan has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This experience has given him insight into various aspects of financial planning and client relationship management. Outside of his professional work, Nathan enjoys biking, family activities, golf, reading, and traveling.

Joseph Jamiolkowski is a financial advisor at Charles Schwab in Oak Brook, IL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Schwab, he was employed at the Mizzou Recreational Facility and the C.W. Avery YMCA. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment approach includes both non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment evaluation process.

Joseph Cronin is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Prudential Insurance Company of America since 2009 and recently joined LPL Enterprise. Outside of financial services, he has a long tenure with Troon Golf, spanning over two decades. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party management, and insurance products.

Dillon Kane is a financial advisor with Merrill in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Northern Trust Securities and Raymond James Financial Services, in addition to multiple terms with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Brown is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a director on the board of his condominium association and has been involved with Visitation Catholic Church since 1978. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, supporting a broad range of planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Brady Metzler is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Indiana University, AMERIPRISE FINANCIAL SERVICES, LLC, WealthQuest, Breakout Games, Flag Football Fanatics, and Cincinnati Hills Christian Academy. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.