John Demarco is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Avantax entities for a decade and currently owns Strategize Home Solutions LLC, a referral marketing business for mortgages. John also serves as treasurer for The Cruisin' Tigers GTO Club, a membership organization for Pontiac automobile enthusiasts that hosts an annual car show. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Lenerville is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory work, he is involved in ecommerce as the owner of Net Brands, LLC, and participates in marketing and sales for Fae Forest Fungi, LLC, a gourmet and medicinal mushroom business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and long-term asset allocation benchmarks.

Jack Kristof is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wachovia/Wells Fargo for 14 years. Outside of his advisory role, he maintains bookkeeping responsibilities as an independent contractor for a support company called ELEVATE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through unique affiliations uncommon among large institutional advisors.

Seth Kunio is a financial advisor with Ameriprise in Warrenville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked in education at West Aurora High School and Jewel Middle School. He is also a student research assistant with Michigan State University’s GlobalEdge international business center. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Michel is a financial advisor with Edward Jones in Sugar Grove, IL, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he serves as president of the Capitol Professional Center Association. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Hanson is a financial advisor with OSAIC in Warrenville, IL, holding Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Woodbury Financial Services and Forty Four Financial. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Curt Karas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Cetera since 2014 and has served as Township Assessor for Sugar Grove since 2018. Outside of advisory work, Karas is involved in local nonprofit organizations, including serving as treasurer for the Sugar Grove Kiwanis and the Sugar Grove Cemetery Association. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to third-party money managers and employs a range of portfolio management and financial planning services across various program structures.

David Odell is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at multiple firms including Delco Financial Group, Inc., and Summit Financial Group Inc. Odell is a trustee of the David/Carol O'Dell Family Foundation and the O'Dell Family Fund, both charitable nonprofit organizations. 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 range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Armand Prestidge is a financial advisor with Ameriprise in Elburn, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as treasurer on the board of directors for Kaneland Youth Softball Little League and coaches youth softball. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

John Gillmann is a CFP® and ChFC® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hometown National Bank from 2015 to 2021. 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 under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peggy Robinson is a financial advisor with Edward Jones in Joliet, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Michael O'Neill is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at The Northern Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and over 15,000 branch offices.

Daniel Wachs is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at Woodbury Financial Services Inc. for eight years before joining OSAIC in 2024. Wachs is also an independent insurance agent and owner of Perpetual Wealth Management LLC, a business focused on life insurance and premium finance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services, employing a range of portfolio construction tools and access to third-party managers and wrap programs.

Mary Kay Hrdina is a financial advisor with Edward Jones in Plainfield, IL, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience and 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 investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Aaron Kramer is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Kramer serves as an assistant boys and girls tennis coach for the Oswego School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a large network of financial advisors and branch offices across the United States. The firm offers various advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Zack Meyer is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, having entered the industry in 2024. Prior to joining Edward Jones, he worked in various roles across medical and business solutions companies. Outside of financial advising, he serves as a JV head coach for the Oswego Hockey Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Alexander Gallegos is a financial advisor at OSAIC with 16 years of industry experience. He previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. Outside of his advisory role, he serves as Vice President of the Riverside Chamber of Commerce, is a director of the Riverside Township Lions Club, and is a trustee on the Riverside Village Board of Trustees. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Charles Lazzara is a financial advisor with UBS Financial Services in Plainfield, IL, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Geoffrey Coons is a financial advisor with LPL Financial in Warrenville, IL, holding Series 65 and Series 63 designations and five years of industry experience. His prior work includes roles at Numark Credit Union and The Accounting Place, and he has maintained involvement with the Planned Financial Independence Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, supported by research and model portfolios, and provides both discretionary and non-discretionary management options.

Nadine Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.