Jason Hall is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Life Time Fitness for 14 years. He serves as Secretary on the board of the Mental Health Matters Fund. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Ronald Lambert is a financial advisor at Equitable Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. Outside of his advisory role, he serves on the Lemont Fire Department Pension Board and acts as treasurer for the Lemont Firemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, with access to a broad range of investment products and fiduciary services.

Ryan Breytspraak is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked with TruStage, Gerald Ford, and College Fresh. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

Keith Hearns is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2019, with earlier experience at Summit Financial Group and James Hearns And Associates, where he has been a partner since 1986. Outside of finance, Hearns is involved in accounting, bookkeeping, and tax services through his partnership in James E Hearns and Associates, LLC, and participates in cattle and grain farming through the Wilson Hearns Farm Partnership. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with program options spanning from automated allocations to custom strategies.

Bradford Richardson is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise since 2005 and also maintains a long-term affiliation with Ellis & Associates. Outside of his advisory work, he serves as a football official on a part-time basis. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Todd Abramson is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Calamos Advisors LLC, Edward Jones, and Northern Trust. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining algorithmic modeling and tax-efficient strategies to provide tailored, written recommendation reports delivered through a centralized consulting team.

Michael New is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial since 2021 and has also worked at BMO Harris Financial Advisors since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including retirement plan consulting and model portfolios, supported by proprietary research and third-party strategies.

Lori Galbraith is a financial advisor with LPL Financial in Oswego, IL, holding a Series 66 designation and with 10 years of industry experience. Her work history includes roles at LPL Financial, Fifth Third Securities, First Midwest Bank, and Waddell & Reed, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Oprondek is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 21 years before joining OSAIC in 2026. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various investment types.

Brian Strandquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes 16 years at 7-Eleven, Inc. Outside of advising, he is involved in non-investment activities such as driving for Play Poker Chicago. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers an advisory approach supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ronald Breier is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Albert Lazaro is a financial advisor with Ameriprise in Joliet, IL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and 401k Benna, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Richard Madal is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he is a band member and serves as an elder and trustee at Holy Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Erickson is a CFP® professional with 20 years of industry experience, currently serving with Edward Jones since 2007. He holds the Series 66 designation and is based in Oswego, Illinois. Outside of his advisory role, he serves as Vice President of the Yorkville Chamber of Commerce and as a board member and Vice President of the Oswego Police Pension Board. Edward Jones is a full-service wealth management firm serving individuals and institutions, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Nelson is a financial advisor at Edward Jones in Lemont, IL, holding the CFP® and CFA® designations with 20 years of industry experience. He has been with Edward Jones since 2011, totaling 15 years at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carroll Klotz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Stifel Independent Advisors, LPL Financial, Wayne Hummer Investments, and Citicorp Investment Services. Outside of advisory work, he operates a tax preparation service. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models and third-party managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.