Seth Wormley is a Series 66-licensed financial advisor with Edward Jones, based in Yorkville, IL. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a board member of the Association for Individual Development and an elected member of the Kendall County Board. 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 through a large network of financial advisors and branch offices nationwide.

Charles Douglas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he also serves as president of Microtax, a tax preparation and accounting business he has operated since 1994. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, providing a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Wendy Malas is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. She has been with LPL Financial for over 15 years. Malas serves as a for-profit board member of the Yorkville Home Design Center Retail Owners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, employing discretionary and non-discretionary management supported by research and model portfolios.

Shelly Sypien is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked at Cetera, Cetera Wealth Services, LLC, and Edward Jones. Outside of her advisory role, she owns and manages Family Focused Financial, LLC, a non-investment-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Richard Sharp Jr. is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with LPL Financial since 2010. 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 retirement plan consulting and brokerage services, with both discretionary and non-discretionary management options.

Jeffrey Kellett is a financial advisor with LPL Financial in Bristol, IL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., with an ongoing affiliation at The Financial Group since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Matthew Kewenig is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from internal and third-party sources.

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.

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.

Charles Foster is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2006. Foster also operates Foster's Financial Management, LLC, and is involved in tax preparation and business consulting through Foster Tax & Accounting, LLC. Outside of his advisory role, he serves as a finance council member at St. James Church and participates in local charitable activities with the St. James Knights of Columbus. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Alan Hubbard is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Hubbard is involved in managing a real estate condominium and has limited partnerships in aerospace and Airbnb service businesses. 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, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Shahzad Shamsuddin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His career includes roles at firms such as Old Second National Bank, LPL Financial, and Fifth Third Securities. He is also the owner of SARZ, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with over $256 billion in assets under management.

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.

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.

Alison Smith is a financial advisor at Edward Jones in Sandwich, IL, with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory work, Alison owns ACE Music Productions, where she creates music arrangements for harp with vocals. 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 and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Curtis Grysiewicz is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., and BP Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert French is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with LPL Financial since 2009 and has also operated Aspen Marketing Corporation since 1985. Outside of his advisory role, he owns and manages an insurance brokerage business specializing in life, health, disability insurance, and annuities, and he provides notary public services to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party providers.

Theresa Plank is a financial advisor at Edward Jones in Sugar Grove, IL, with 15 years at the firm and five years of industry experience. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.