Carl Morreale is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC from 2016 to 2025. Outside of his advisory role, he is an agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individual and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging technology and a large advisor network to deliver diversified investment strategies.

James Bertucci is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Bertucci serves as a Board Trustee for the Village of Arlington Heights, providing guidance on budget and policy matters. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options to meet client needs.

David Nicholson is a ChFC®-designated financial advisor with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and also serves as an independent insurance agent and provider of identity theft protection programs for business clients through separate ventures. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a broad platform with discretionary and non-discretionary management options and offers proprietary model strategies under its Founders Gate Capital brand.

Brandon Perry is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Wheaton, IL, and has 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates ESG criteria in its recommendations.

Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. 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 financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Lisa Hardy is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked previously at Forthright Financial Planning and in roles outside the financial services sector, including with the Village of Palatine and Executeam Staffing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, portfolio management, and institutional trading capabilities.

Pamela Cain is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Morgan Stanley for 10 years since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, employing structured planning tools and various analytic methods to support client outcomes.

Nathan Harlow is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America N.A./Merrill Lynch, M1 Finance, and Link Market Services. 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 to build model asset allocations and includes specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Brian Mueller is a CFP® certificant and financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Halpenny is a financial advisor with OSAIC in St. Charles, IL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management, among other firms. Outside of his advisory role, Halpenny is the president of New Horizon Wealth Strategies, a corporation providing financial planning, insurance, and investment advisory services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple programs with an emphasis on model-based asset allocation and portfolio optimization.

John Moran is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with OSAIC and previously worked for Securities America Advisors and Mass Mutual Investors Services. Outside of his advisory role, Moran serves as an alderman for the City of Park Ridge and is involved with local nonprofit organizations, including the Park Ridge Soccer Club and Ronald McDonald House Chicagoland & Northwest Indiana. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and the use of third-party managers and proprietary models.

Byron Furdge is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at firms including GoHealth, State Farm VP Management Corp, and Morningstar Financial Services. Outside of advising, Byron is involved in teaching budgeting through his consulting business, FKC Enterprises. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, supported by a large network of advisors and branch offices nationwide.

Thomas Erffmeyer is a CFP® with 24 years of experience in the financial industry. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2016, and previously held positions at PNC Wealth Management, J.P. Morgan Securities, and RBC Capital Markets. Outside of his advisory role, he is involved in training, showing, and breeding show horses through a personal business. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s financial research and alternative investment programs.

Damary Marrero is a financial advisor with Ameriprise in Deerfield, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Ameriprise since 2009, working across various roles within the firm over the past 15 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Jack Crawshaw is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Signature Bank and Shorehill Capital LLC. Crawshaw’s background includes roles at educational institutions such as Kent State University, Loyola Academy, and Montverde Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other 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 and advanced operational tools.

Jarid Brockman is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience, all of which have been with Edward Jones. He is based in Algonquin, Illinois. Outside of his advisory role, he serves as president of Brockman, Inc., an S-Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Chad Christell is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 large nationwide network of financial advisors and branch offices.

Ken Muenz is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1991. 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 and affiliated services through a nationwide network of more than 23,700 financial advisors.

Peter Hudepohl is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for nine years and has operated Reisner Hudepohl Financial Services since 2013, where he also provides insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Toby Conway is a financial advisor with Ameriprise in St Charles, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.