Michael Staehely is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Caterpillar for 11 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Elder is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and operates his own firms providing financial and tax services. In addition to his advisory work, he serves as a board member for a nonprofit bakery and maintains a CPA practice focusing on tax preparation and review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Viktor Kuru is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank, SSB since 2025. Outside of finance, he teaches music and occasionally performs as a violinist. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and centralized operational structures.

Itzel Vargas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at J.P. Morgan Securities since 2017 and has prior experience with Home Restoration Experts Inc. and JPMorgan Chase Bank, N.A. Outside of her advisory role, she has been involved in the home restoration business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its investment recommendations.

Daniel Wilkinson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include working at Etiquette Financial Partners and service at LaGrange Country Club. 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 and access to various portfolio management options, supported by a large network of investment adviser representatives.

Edward Stanislawek is a financial advisor at Fidelity with a Series 66 license and no prior industry experience. His work history includes roles at Scott Harris and Scobie Martin, as well as several positions held during his education at the University of Illinois Urbana-Champaign and Oak Lawn High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios including funds-of-funds and model portfolios.

Yifan Bian is a financial advisor with LPL Enterprise and holds the Series 63 and 65 designations. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. His outside business activities include work as a financial planner focused on non-variable insurance products. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.

Nicholas Beis is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Wilson & Wilson Estate Planning & Elder Law LLC and Bellock & Coogan Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios and fund-of-funds, and is noted for its use of systematic methodologies and formal governance procedures.

Todd Sulzer is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of advising, he assists with the operation of an existing tax practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Darek Chlipala is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera since 2019, following a 17-year tenure at Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party money managers.

George Delgiudice is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wayne Hummer Investments, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. 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.

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual and its affiliates since 2013, following a one-year tenure at Northwestern Mutual Investment Management. Jasper is also licensed as a life and health insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools to support collaborative, annual planning engagements.

Bharati Thakkar is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked with Cetera Investment Advisors LLC since 2020 and Cetera Financial Specialists since 2013. Outside of her advisory role, she is involved as an assistant in accounting, tax, and financial services at Vijay Thakkar and Associates Ltd. Cetera Investment Advisors 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 multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party money managers.

Mathew Matusiak is a financial advisor with Primerica Advisors in Elk Grove, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he serves as a director for the District 12 & 13 Youth Camp PNA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, with approximately 3,948 advisors and $15.5 billion in assets under management.

Humberto Raya Vazquez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in bespoke wealth strategies, multidisciplinary financial planning, and customized investment solutions for individuals and families. He combines a foundational background in retail banking with an international perspective to assist clients in navigating complex financial landscapes. Humberto began his career in financial services as a bank teller and progressed through various operational and client-facing roles before transitioning to financial advising. This experience has provided him with a comprehensive understanding of banking, lending, and advisory processes. With over eight years in the financial services industry, Humberto holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He approaches wealth management by understanding each client's unique goals, values, and life priorities, creating tailored strategies aligned with their specific risk tolerance and long-term objectives. Humberto emphasizes discipline, patience, and a long-term perspective to help clients achieve financial freedom and lasting success. Humberto's personal interests include football, hunting, soccer, spending time with his family, swimming, and traveling. He is bilingual in English and Spanish and holds a High School Diploma from Parkway High School.

Todd Raclaw is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Raymond James and its affiliates since 2011. Outside of his advisory role, he is president of Todd Raclaw Investments, LLC, a support company established for payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to assist clients with goal-based investment decisions.

William Fitzgerald IV is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at AXA Advisors, Northwestern Mutual Investment Services, and various positions in the education and recreation sectors. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party advisory solutions.

Devin Price is a financial advisor at Edward Jones in Lombard, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served five years in the United States Army and worked at McMaster-Carr. He is currently applying to join the Military Academy Liaison Officer program, where he would volunteer to assist students with West Point and ROTC applications. 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 network of financial advisors and branch offices across the United States.

Kim Blomquist is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2014. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Stephen Williams is a CFP® professional at Thrivent Investment Management with 28 years of industry experience. His career includes positions at Harris Investor Services, Inc and Huntington Bank prior to joining Thrivent. He is based in Naperville, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services either on a one-time or ongoing basis.