Paul Sylvia is a CFA® charterholder with nine years of experience in the financial services industry. He is currently with Ameriprise in Arlington Heights, IL, having held prior positions at firms including Northwestern Mutual and 303 Securities LP. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports.

Keith Dreger is a financial advisor with Thrivent Investment Management in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Dreger is an agent with Frey-Rude Associates, an independent property and casualty insurance agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with an option to combine planning with managed-account services under a consolidated billing structure.

Allen Hall is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Exemplar Financial Network, Cetera Advisor Networks LLC, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Blameuser is a financial advisor at Blameuser Asset Management with 23 years of industry experience. He holds the ChFC® designation and Series 63 license and has been associated with First Midwest Securities, Inc. since 1993. Outside of his advisory work, he plays the trumpet in various bands and may also teach music. Blameuser Asset Management provides portfolio management and financial planning services to both institutional clients and individual investors. The firm employs individualized portfolio management strategies and also offers insurance brokerage services, operating on a small scale with about $4.5 million in assets under management across roughly 25 clients.