Jason Bennett is a financial advisor with Edward Jones in West Dundee, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2017. 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 broad range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Luigi Auriemma is a financial advisor with Charles Schwab in Schaumburg, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, U.S. Bancorp Investments, LPL Financial, and TIAA-CREF. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a range of advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and incorporates multi-asset model portfolios and alternative investment options.

Thomas Manzardo is a CFP® and ChFC® with 34 years of experience in the financial industry. He has been with Ameriprise since 2005, currently based in Schaumburg, Illinois. Outside of his advisory role, Manzardo is a co-owner of Buckhorn Grill & Bar in Wisconsin and serves as a trustee on the board of the Schaumburg Township Elementary School Foundation. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a centralized team that provides written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Ketcher Fenton is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous work includes roles outside finance, such as at Chapel Hill Golf Course and various retail positions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving through multi-manager and fund-of-fund structures.

Emma Robison is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held positions in education and retail, including roles at Northern Illinois University and Walmart. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Pecard is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Charles Coe is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities since 2020, as well as First Allied Advisory Services from 2012 to 2020. Outside of his advisory role, Coe is an author and speaker involved in education and teaching, and he hosts a podcast focused on life topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, providing a range of customizable investment strategies and program structures.

Nolan Webster is a financial advisor with Edward Jones in Palatine, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he served 17 years in the U.S. Marine Corps and operated independently from 2019 to 2022. Outside of financial advising, Webster performs as a professional magician in Libertyville, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Daniel Harley is a financial advisor with LPL Enterprise in Crystal Lake, IL, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Harley serves as a board member of the Campton Cemetery Association, a nonprofit organization in Campton Hills, IL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, emphasizing financial planning and consulting without accepting performance-based fees.

Donald Duvall is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Harris Investor Services, Inc and Harris Bank NA. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Morris is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and previously worked at The Huntington Investment Company, Bank of America, Merrill, and First American Bank. Outside of his advisory role, he has also worked as a rideshare driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Glen Mikolajczak is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, Eagle Strategies, 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives and commodities capabilities.

James Twigg is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments for over 17 years, working with clients and families to pursue their financial goals. James is focused on wealth planning and helping clients work towards their financial objectives. Over his tenure at Fidelity, James has held several positions including Financial Consultant from 2016 to 2023, Investment Consultant from 2015 to 2016, Relationship Manager from 2011 to 2015, and Private Client Specialist from 2008 to 2011. This experience has provided him with a broad understanding of strategies for all styles of investors. Outside of his professional career, James enjoys cooking and baking, family activities, football, golf, parenthood, and traveling.

Roger Hohol is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates Complete Tax Services, a tax preparation business. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Maxwell is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Chase Investment Services Corp., and Banc One Securities Corporation. He serves as a trustee of a family trust in Crystal Lake, Illinois. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm uses model-driven investment strategies developed by internal research and third-party portfolio strategists, and it offers various financial planning, asset management, and insurance-related services through a broad network of investment adviser representatives.

Salvatore Guccione is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes five years at Morgan Stanley before joining Charles Schwab and Charles Schwab Bank in 2018. Outside of financial advising, he is an author of historical fiction, screenplays, and novels. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account solutions. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and provides a broad range of multi-asset investment options supported by centralized operations.

Matthew Bronson is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for Medline Industries Inc. from 2013 to 2021. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kurt Ro is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has previously worked at Wintrust Investments LLC, Great Lakes Advisors LLC, and Thrivent Financial, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Miarka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., and Gama Partners, LLC, as well as involvement with Home Fix, LLC. He is based in Glenview, Illinois. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Lisa Froelich is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and five years of industry experience. She has been affiliated with Primerica Financial Services since 2013, PFS Investments Inc. since 2020, and K.D. Brennan since 2021. Outside of her financial advisory work, she has been involved with The Edge Volleyball Club since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.