Hugh Coonrod Jr. is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He previously worked at Linsco/Private Ledger Corp for 16 years and Transamerica Financial Advisors, Inc. for 2 years. He is the sole owner of Coonrod Financial Services, which offers securities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology and a broad network of over 22,800 advisors.

Thomas Hennessy is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Cetera Advisor Networks LLC and John Matsock & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with research and operational tools.

James Filson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. and various insurance carriers for over three decades. 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, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Matthew Reynolds is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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, model portfolio programs, third-party asset management, and institutional platforms.

Bryan Parrish is a financial advisor with Charles Schwab in Naperville, IL, holding the Series 66 designation and eight years of industry experience. He previously worked at First Command Advisory Services and related entities from 2016 to 2023, and briefly at Geiger Wealth in 2019. Outside of his advisory role, he is involved in property ownership unrelated to brokerage or agent activities. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment due diligence process.

Eric Lederman is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services Advisors and Clear Track Financial Advisors from 2017 to 2025, and at Wayne Hummer Investments, LLC from 2016 to 2017. He is also a commissioned notary public in the state of Illinois. 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, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by proprietary research and technology tools.

Vincent Arena is a financial advisor with Merrill located in Naperville, IL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work history includes roles at Bank of America N.A., E*TRADE Securities LLC, and Comcast. Outside of his advisory role, he is involved in managing two business ventures: Arena Connections LLC, focused on real estate investment and property rehabbing, and Vinstar Ventures LLC, where he is a general partner managing an Amazon decoration sales business. 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, offering model-based and discretionary strategies designed by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Michael McGavin is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Harris Investor Services, Harrisdirect, and UBS Financial Services. In addition to his advisory role, he is also licensed as an insurance agent selling and servicing fixed insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of discretionary and third-party managed investment options.

Scott Welling is a financial advisor at Osaic Wealth with one year of industry experience. He holds a Series 66 designation and has previously worked at Topco Associates LLC and Hire Excellence. In addition to his advisory role, he is a life insurance producer with Covenant Financial, LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a broad range of investment programs and strategies.

Jeff Bergmann is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also worked at JPMorgan Chase Bank, N.A. since 2002. 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 through a non-discretionary program.

William Sheehan is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Ameriprise in Naperville, IL since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lorilyn Prestidge Davtian is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, with prior experience at Can Font, Brix Tavern, and Southern Hospitality. Outside of her advisory role, she serves on the board of Maayan School and is involved in retail sales and vacation rental operations through ALG Global Solutions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax strategies. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Staci Bodtke is a financial advisor with Edward Jones in Naperville, IL. She holds the Series 66 designation and has experience at Mutual Federal Bank, Wells Fargo Home Mortgage, and US Bank Home Mortgage. Bodtke joined Edward Jones in 2023. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Cox IV is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms including GWM Advisors, LPL Financial, and UBS Financial Services. He is currently based in St Charles, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, catering to clients who meet certain net-worth thresholds.

Michelle Hurst is a financial advisor with Merrill in Lisle, IL, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 1998. 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.

William Kelleher is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 designations and with 34 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill, as well as an extended tenure at Highpoint Advisor Group and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Annalisa Griego is a Financial Consultant with experience in managing and developing client strategies. She served as Managing Director at Northwestern Mutual from 2024 to 2025 and as Growth and Development Director from 2021 to 2024. Annalisa assists clients in building financial strategies that consider the broader context of their lives, including family, goals, values, and long-term impact. Her professional approach emphasizes meaningful guidance to enable clients to make informed and thoughtful financial decisions with clarity and confidence. Annalisa balances immediate results with the consideration of future generations and opportunities. Outside of her professional commitments, Annalisa engages in activities including family activities, golf, parenthood, spending time with pets, puzzles, and traveling.

Timothy Levert III is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at JP Morgan Chase and its affiliates for nine years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brian Soczka is a financial advisor at Raymond James & Associates with 15 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and MSI Financial Services, Inc. for two years. Brian holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and a range of portfolio management styles.

Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.