James Sorley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank and Dean Witter since 2000 and 1999, respectively. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Kellett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior firms include Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Financial Group, where he has worked since 1984. 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 institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and third-party subadvisors.

Michael Rzepka is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, following 19 years at Broker Dealer Financial Services Corp. Additionally, he serves as president of Comprehensive Financial Management, LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.

Guillermo Delfin Jr. is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Delfin serves as a board member of the Philadelphia Senior Golfers of America. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides brokerage and investment advisory services through a network of advisers, utilizing asset-allocation tools, risk assessment, and third-party money managers to offer a range of portfolio management options.

Sunil Seth is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside his advisory role, he has been associated with the Project Management Institute since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a primarily non-discretionary approach.

Regina Schwartz is a financial advisor with Mass Mutual Investors Services in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at MetLife Securities, Inc. for 18 years before joining Mass Mutual Life Insurance Co and Mass Mutual Investors Services, where she has been since 2016 and 2017, respectively. Outside of her advisory role, she operates an insurance brokerage offering individual and group life, health, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services using collaborative, software-driven approaches, with optional implementation of recommendations through brokerage or insurance arrangements.

Matthew Kewenig is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services through its extensive network of investment adviser representatives.

James Ward is a financial advisor with Edward Jones in Yorkville, IL, holding Series 63 and Series 66 licenses. He has 23 years of industry experience, all with Edward Jones since 2003. Outside of his advisory work, he is involved in rental real estate ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Samuel Williams is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with two years of industry experience. He previously worked at Deerpath Capital and Wintrust Financial. Williams is a limited partner in several private debt funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products through a large nationwide network of advisors and branch offices.

Mark Baleskie is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Brian Grysiewicz is a CFP®-designated financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1987 and is also affiliated with the University of Missouri - St. Louis. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Deboer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC and Calamos Financial Services LLC. Outside of his advisory role, he serves as treasurer for the National Association of Anorexia Nervosa and Associated Disorders, assisting in budget preparation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

James Burner Jr. is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a general partner in Burner Farms LP, a family farm in Naperville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gregory Pfaff is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Cetera since 1996 and operates an independent tax preparation business, Accounting & Tax Associates, which he owns and has run since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Charles Nunley is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, BDO USA LLC, and Sheffield & Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria.

Larry Loethen is a financial advisor with Wells Fargo Advisors in Plainfield, Illinois, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he owns and manages several investment-related businesses, including LBL Financial Services, LLC and Stockton Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools, with planning engagements typically provided on a discrete basis tailored to clients who meet certain net-worth thresholds.

Jesse Diaz is a financial advisor with Wells Fargo Clearing, holding CFP® and ChFC® designations and over 30 years of industry experience. He worked at UBS Financial Services from 2008 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Murray is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors Financial Network LLC for 11 years. Murray is also a partner in a business center in Joliet, IL, that leases office space to professional tenants. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools and supports municipal and public-finance services uncommon among large institutional advisors.

Eric Anderson is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for Central States Funds for nine years. Outside of his advisory work, he serves as a volleyball referee for local outdoor sand volleyball leagues. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.