Barry Krumwiede is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at J.P. Morgan Securities and entrepreneurial ventures such as Krumwiede Farms. He also serves as a for-profit board member at Buckley State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kurt Royer is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2019. Prior to that, he worked at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse investment program options.

Rebecca Klody is a CFA® charterholder with 22 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as a financial advisor and co-branch owner of Teegarden Wealth Advisors LLC. Her prior experience includes roles at Amg Distributors, Inc. and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Hazen is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Ameriprise for 12 years before joining LPL Financial. He is registered with Series 63 and Series 66 credentials. Outside of his role at LPL, Hazen is involved with Nolan Wealth Management in an investment-related capacity. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Flavia Cardozo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. 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’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions.

Patrick Windle is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at TIAA-CREF from 2005 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio construction. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methodologies in its investment process.

Kyle Nolan is a CFP® with 18 years of industry experience, currently with Edelman Financial Engines. He has worked at Financial Engines Advisors L.L.C. since 2018, following roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Arthur Renier III is a CFP®-designated financial advisor with over 30 years of industry experience. He has worked at Wells Fargo Advisors since 2019 and previously held positions at Wells Fargo Clearing and Merrill. Renier is a 50% owner of The R-B Financial Group, a financial practice based in Oakbrook Terrace, 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 solutions and integrates advisory services with various financial products and referral channels.

Candice Monroe is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Commonwealth Financial Network. She volunteers with the Naperville Area Humane Society. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Ryan Von Borstel is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2024. Ryan focuses on creating and implementing personalized financial plans tailored to his clients' goals. His professional experience encompasses investment consulting and private client banking. Ryan approaches finance with the understanding that money is a personal matter and aims to work collaboratively with clients to address their financial objectives. Outside of his professional responsibilities, Ryan enjoys camping, parenthood, reading, scuba diving, and volunteering.

Brian Cahill is a financial advisor with Ameriprise in Lemont, Illinois, holding Series 63, 65, and 66 designations and bringing 15 years of industry experience. He worked at The Northern Trust Company for 12 years before joining Ameriprise Financial Services, Inc., where he has been since 2018. Outside of his advisory role, he serves as the committee chair for Scouts BSA Troop 229 in Lockport, Illinois. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Joseph Siwek is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad scope of retail and institutional offerings.

Stephen Kurka is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory role, he is involved with an outside insurance brokerage under the name Wells, Roselieb and Raia Wealth Management, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

James Shannon is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services, Credit Suisse Securities, and Lehman Brothers. Shannon serves as an advisory board member for Misericordia Home, a nonprofit supporting individuals with developmental disabilities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment approach, portfolio optimization tools, and a multi-advisor platform.

Lee Kalotta is a financial advisor at Ameriprise with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Bank of America and Kingsbury Capital. Outside of his advisory role, he is a business owner of Pena Kalotta LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Benjamin Bjork is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Its advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Anthony Sabatini is a Series 66 credentialed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019. Prior to joining UBS, he was involved with DesignPac Gifts LLC from 2015 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Bryan Bertani is a CFP® with 13 years of experience in financial planning and advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Eagle Strategies and New York Life Insurance Company. In addition to his advisory role, he works as an associate and financial planner at Elevate Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting implementation through various advisory programs.

Steven Taylor is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having joined in 2026, following prior roles at Morgan Stanley, E*TRADE Securities LLC, and Edward Jones. Outside of his advisory work, he owns and operates CreativeFoundry LLC, a retail and online store based in Carpentersville, Illinois. 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset, model-based investment approach supported by centralized custody and operational systems.

Charles Black III is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he has experience as a print model for an outdoor apparel company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic analyses covering a broad range of planning topics, with the option to integrate planning and managed-account services under a consolidated billing arrangement.