Erin Wambangco is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, Erin worked with the Girl Scouts of America and Shirley Ryan AbilityLab. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Robert La Gesse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Emergent Safety Supply and Cox Enterprises. La Gesse serves on the Board of Directors for Elburn Youth Baseball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes annual written recommendation reports and tax-aware withdrawal strategies.

Catherine Cornille is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, previously holding roles at BMO Harris Financial Advisors and BMO Harris Bank. 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 advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management tools.

Margaret Mc Mahon is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for eight years with School District 69. She holds a Series 66 designation. 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 programs with both discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Cheryl Red is a CFP® professional with 23 years of industry experience, currently affiliated with Charles Schwab. Her prior experience includes roles at TIAA-CREF and Be Incredible Coaching. She serves as president of Woodstock Professional Business Women, a nonprofit focused on raising scholarships for women returning to school. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services with a client relationship model that includes both non-discretionary and discretionary options.

Benjamin Merrill is a CFP®-designated financial advisor with seven years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Advisors and The Next Level Planning Group, where he also serves as Director of Operations. Outside of his advisory role, he provides executive coaching and leads a forum for Christian CEOs and executives through his own leadership development company. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services supported by firm-provided tools and multiple third-party platforms. The firm’s complex corporate structure includes various mergers and private-equity ownership, with a wide array of investment solutions and advisory programs.

Julie Bjorklund is a financial advisor with Cetera, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with firms including Raymond James & Associates and Wells Fargo Advisors. Since 2025, she has been an owner of Kapraun and Bjorklund Wealth Advisors LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies across various program structures and custodial relationships.

Charity Davis Lowe is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Elgin, Illinois, where she has worked since 2015. She has 14 years of experience in the industry. Outside of her advisory role, she assists with various non-investment activities including occasional caregiving and event service roles. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies alongside internal research and strategic partnerships.

Stephen Middaugh is a financial advisor with Edward Jones in Lakewood, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a member of White Barn Door LLC. 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 solutions, supported by a large national network of financial advisors and branch offices.

Bradley Brown is a CFP® and Series 66-registered financial advisor with Edward Jones in Geneva, IL, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and specialized services such as tax-loss harvesting and securities-based lending.

Brian Jensen is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2016, following a one-year tenure at Tmfs Advisors, LLC. Outside of his advisory role, Jensen is a passive investor in a legal marijuana farm and distribution business in California. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, supports a large participant base through both advisor-led and online platforms, and operates a mix of discretionary and non-discretionary investment programs.

Paul Donato is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he manages a commercial real estate office used to support his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Colleen Coonce is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she works as a fitness instructor for Jazzercise. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julie Segerson is a financial advisor with Cambridge Investment Research Advisors in Arlington Heights, IL, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been associated with Cambridge Investment Research Advisors and related entities since 2004. In addition to her advisory work, Segerson serves as an independent insurance agent with Associate Planning Services, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, nonprofit organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary as well as third-party investment strategies.

Denice Piazza is a CFP® professional with 45 years of experience in the financial services industry. She has worked with Cambridge Investment Research Advisors since 2010 and has a background that includes Northwestern National Life Insurance Company and Gustin Scharff Financial Services. Outside of her advisory role, she is involved with WealthPlanners LLC as a co-author of the book "Winning Financial Strategies for Women" and participates in horse racing ownership through Black Galleon Horse Racing LLC and Racing Cats, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides a variety of investment platforms and proprietary model strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Stefanie Synal is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Adam Warkenthien is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at major firms including Bank of America, Merrill, and J.P. Morgan Chase. Outside of his advisory role, he serves as a board member for Ravinia Associates, a nonprofit focused on arts and culture in Highland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Ronald Schwartz is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Kevin Krause is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2016. The firm provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a centralized due diligence approach to support non-discretionary decision-making.

Jane Martin is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones Investments from 2015 to 2024. Outside of her advisory role, she is a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management decisions.