Todd Riggin is a CFP® credentialed financial advisor with 34 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and has held roles at Harris Investor Services Inc and Harris Bank dating back to 1996. 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, with advice delivered through a large network of investment adviser representatives.

James Hogan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. He has worked with Cetera since 1998 and holds additional roles including partner at Cornerstone Advisers LLC and owner of an accounting and tax practice, Hogan & Company CPAs. Hogan also serves as treasurer on the board of the Tri-Town YMCA, a nonprofit organization offering childcare and summer programs. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers.

Julie Hankes is a Series 66-licensed financial advisor with LPL Financial in Downers Grove, Illinois, with nine years of industry experience. She has been with LPL Financial since 2016. 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 services including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.

Leo Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Castle Metals and Mosquito Joe of DuPage, as well as time spent at Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, providing financial planning services supported by structured processes and firm-approved tools.

Nathan Middel is a Financial Consultant at Fidelity Investments. In this role, he works with clients to identify their financial goals and build plans to achieve them, providing ongoing support through communication and customer service. Nathan has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This experience has given him insight into various aspects of financial planning and client relationship management. Outside of his professional work, Nathan enjoys biking, family activities, golf, reading, and traveling.

William Johnson is a financial advisor at Edward Jones in La Grange, IL, holding a Series 66 designation. He has approximately one year of industry experience, with previous roles at Regions Bank, State Farm, Marriott Hotel, and William Blair. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Jamiolkowski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at the Mizzou Recreational Facility and the C.W. Avery YMCA. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Joseph Cronin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a long-standing involvement with Troon Golf spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services through affiliated entities.

Dillon Kane is a financial advisor with Merrill in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Northern Trust Securities and Raymond James Financial Services, in addition to multiple terms with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Brown is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a director on the board of his condominium association and has been involved with Visitation Catholic Church since 1978. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, supporting a broad range of planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

Brady Metzler is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Indiana University, AMERIPRISE FINANCIAL SERVICES, LLC, WealthQuest, Breakout Games, Flag Football Fanatics, and Cincinnati Hills Christian Academy. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Neil Sternberg is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2004. Outside of his advisory role, Sternberg is the president and owner of Leadwell Team, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Keith Krause is a financial advisor with Raymond James Financial in Park Ridge, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James since 2006 and also operates the Krause Investment Group and Independent Advisor Network, LLC. Krause serves as a board member and finance committee chair for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through advisory programs and specialized municipal and SIMPLE IRA consulting services.

Emmanuel Sequeira is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in academia at San Jose State University and The University of Texas at El Paso. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Maciej Kielbasinski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he was president of VMK Consulting Group, Inc., a business offering photography, marketing, and design services. He also serves as an election judge and assist instructor for a local scuba diving training center. Thrivent Investment Management provides Dedicated Planning Services through a network of advisors, focusing on holistic, goal-based analyses for individuals, families, businesses, and nonprofits. The firm emphasizes planning without discretionary trading authority and offers integrated planning and managed-account options under its WealthPlan program.

John Desantis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at VOYA Financial Advisors and has been with Cetera and its affiliates since 2014. Outside of his advisory role, he owns and operates an independent insurance agency that focuses on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides access to multiple investment strategies and program platforms.

Rebecca Falco is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked previously at William Blair and The Leaders Group Inc, among other firms. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with implementation responsibility resting with the client.

Peggy Wallace is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Pfs Investments Inc since 2001 and Primerica Financial Services since 2000, alongside operating as self-employed since 1999. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services through a large network of nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party managers and custodians.

Toby Alattar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and was previously with PNC from 2014 to 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Knopf is a CFP®-certified financial advisor with 16 years of industry experience, currently serving with LPL Financial since 2021. His background includes over a decade of experience with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies, where he has also maintained ongoing insurance sales activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a broad range of investment strategies and advisor tools.