Timothy Hoag is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with six years of industry experience. He worked at Draper and Kramer, Inc. for 15 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ane Mari Pintilie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing Services LLC during her career. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Ramaker is a CFP® professional affiliated with Edward Jones in Naperville, IL, with 18 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of over 23,000 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Elizabeth Piloni is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Tamara Wiley is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera. She previously worked at Edward Jones for six years and is the owner of Toward Wealth, LLC, where she also serves as a financial professional. Additionally, she acts as an insurance agent selling life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with discretionary and non-discretionary programs.

Michelle Denoyer is a financial advisor with Edward Jones in Channahon, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Klover is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Cetera and its affiliated entities since 2020 and is also a part owner and CPA at Klover & Co. CPAs PC, where he has provided accounting and tax preparation services since 1994. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management.

Kyle Davis is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021, following prior roles at Fidelity Brokerage Services LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a co-owner of a real estate investment business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Alfredo Lopez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill and Bank of America since 2025 and previously spent ten years at Autozone. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with RL Wealth Management Group, Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Dimitris Perivoliotis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he was involved with Eggs Inc Cafe for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Robert Hartwell is a financial advisor with OSAIC in Plainfield, IL, holding the ChFC® designation and Series 63 license. He has 51 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Hartwell is also the owner of Hartwell Financial & Insurance Services, a sole proprietorship engaged in life products sales and insurance brokerage. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party solutions to construct diversified portfolios.

Ryan O'Connor is a CFP® professional with 19 years of experience in the financial services industry. He currently works at LPL Financial and Highpoint Planning Partners and has held previous roles at MetLife Securities and MassMutual. Outside of his advisory role, O'Connor serves as a board member on the finance council of Saint Katharine Drexel Catholic Church in Sugar Grove, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shane Kreifel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Kevin Merling is a financial advisor with LPL Financial in Naperville, IL, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Highpoint Advisor Group, LLC from 2016 to 2018. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from various sources.

Drew Patterson is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2010. In addition to his advisory role, he is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

Paul Campbell is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Mateusz Kosiek is a financial advisor with J.P. Morgan Securities LLC who holds Series 63 and Series 65 licenses and has nine years of industry experience. His work history includes roles at Jpmorgan Chase Bank, Taylor Trust, Cetera Investment Services, and Foresters Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Michelle Mitchell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 13 years before joining Thrivent in 2022. 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 financial analyses and planning on topics such as retirement, tax, estate, and special needs, with the option to combine planning with managed account services under a consolidated billing arrangement.