Christina Sievers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at J.P. Morgan Securities since 2016 in various capacities and serves as a Township Trustee for Homer Township. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence in its investment approach.

Patricia Paulik is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Heartland Bank, Sanctuary Securities, Merrill, Banc of America Investment Services, and LaSalle Financial Services. She is involved in managing a strategic planning services business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Cataldo Panici is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously worked at Wayne Hummer Investments and Banc of America Investment Services, among other firms. Outside of his advisory role, he is involved with Wintrust Wealth Management in a non-variable insurance 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 provides advisory and brokerage services supported by a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Jackson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, FifthThird Bank, and Lincoln Investment Planning, Inc. His other business activities include fixed and life insurance through Financial Identity Advisors and JBC Companies. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a multi-manager platform with various portfolio management options and financial planning services.

George Mannella II is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 17 years. He is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Nicholas Tyrell is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brittany Wagner is a CFP® professional with 14 years of experience at Edward Jones, where she has worked since 2012. She holds the Series 66 designation and is based in Sugar Grove, Illinois. Outside of her advisory role, Wagner is involved in managing rental properties in St. Charles, Illinois. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branch offices.

Sandra Hellstedt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Paul Kalafut is a financial advisor with Edward Jones in Shorewood, IL, holding the CFP®, ChFC®, and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. In addition to his advisory role, Kalafut serves on the Holy Family Catholic School Board, where he contributes to policy and budget decisions. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Tromp is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He serves as a senior financial analyst at Navistar Inc., where he has worked since 2017, and he is involved with BMA Management, Ltd. since 2008. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, catering to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple managers.

Ben King is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of investment professionals within Fidelity Private Wealth Management. In this role, he provides high net worth clients with account administration and maintenance services and focuses on building lifelong relationships. Ben has a long tenure with Fidelity Investments, having served in various capacities since 1999. His experience includes roles such as Investment Consultant (2011-2022), Financial Representative (2009-2011), Retirement Brokerage Representative (2004-2008), and Participant Service Representative (1999-2004). This extensive experience underpins his expertise in wealth management and investment consulting. Outside of his professional career, Ben's personal interests include comedy, family activities, football, military service, and movies.

Seth Cooper is a CFP® and ChFC® with 11 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2015. He is based in Joliet, IL. Outside of his advisory role, he owns residential rental properties, including one held for his daughter’s college housing. Edward Jones is a full-service wealth management firm that supports over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Magdalena Lacek is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at BMO Harris Bank from 2015 to 2018. 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 a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Robert Meyers is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LaSalle St Investment Advisors LLC and Edward Jones. Outside of advising, he serves as treasurer on the board of directors for the Center of Hope and is involved in several business ventures including co-ownership of a retail business and an affiliate marketing company. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily focusing on assets held in Ameriprise Managed Accounts.

David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

David Polimeros is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. His prior roles include work with Cetera Advisor Networks LLC and Financial Servicenter, a tax preparation and accounting business he is involved with alongside his advisory activities. 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 financial planning and investment services, utilizing both proprietary and third-party strategies, and supports advisors with technology tools for operational and research functions.

Brandon Kanagy is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it utilizes systematic methodologies for model portfolio development.