Brian Williams is a financial advisor with Edward Jones in Mokena, IL, holding a CFP® designation and Series 63 and 66 licenses. He has 24 years of industry experience, all with Edward Jones since 2002. Outside of his advisory role, he is the owner of an LLC named Brisela LLC. Edward Jones is a 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Eric Zehnder is a Financial Consultant at Fidelity Investments, a position he has held since 2025. In his role, he focuses on assisting clients with retirement planning to align their financial strategies with their personal goals and lifestyle preferences. Eric's approach centers on helping clients manage their investments so they can enjoy their retirement without financial concerns. His professional experience is dedicated to guiding clients through planning for their needs and wants during retirement. Outside of his professional work, Eric has interests that include biking, fitness, gardening, golf, and running.

Patricia Koney is a financial advisor at Ameriprise with 38 years of industry experience. She has been with Ameriprise and its affiliate since 1989 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by committees to deliver these non-discretionary recommendations in partnership with advisors like Koney.

Michelle Cooper Mcnally is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, First Midwest Bank, and Infinex Investments. Outside of her advisory work, she is involved in a movie and TV production company focused on reality TV show filming. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Marisa Gutierrez is a financial advisor with Edward Jones in Orland Park, IL, holding a Series 66 designation and eight years of industry experience. She has previously worked at Fidelity Investments, Northern Trust Securities, Merrill, and Chase Bank. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. 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.

Kimberly Burbank is a Series 66 credentialed financial advisor with seven years of experience at Thrivent Investment Management and prior experience at Marquette Bank spanning 17 years. She serves as a board member for Love Smiles, a nonprofit organization supporting pediatric cancer patients and their families through storytelling and care packages. Additionally, she is Vice President and a scholarship committee member of the Lincoln Way Area Business Women's Organization, which awards scholarships to local women pursuing higher education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s planning approach includes a broad range of topics and can be combined with its managed-account program under a consolidated billing option called “WealthPlan.”

Vanessa Poppie is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously at City National Bank from 2020 to 2025. Outside of finance, she was involved in the hospitality industry for six years with Gibsons Restaurant Group/Bacardi at the Park. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management alongside financial planning and brokerage services, tailoring investment strategies to clients' risk profiles through a combination of in-house and third-party managers.

Joann Richard is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Primerica Advisors since 2015 and was previously with ACES Illinois for 24 years. Richard is also an author, contributing a chapter titled "School is in the Home" to the 2022 publication "Encouraging Inspiring & Changing Lives, One Story at a Time." Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Cerullo Jr. is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for nine years at Allegiant Commodity Group. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient solutions, supported by a large nationwide network of financial advisors and branch offices.

Arthur Karman is a financial advisor at Equitable Advisors with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Prior to this, he was associated with Axa Advisors, LLC for 21 years. He also operates a business under the name Karman & Associates. Equitable Advisors serves a broad range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory programs.

Gil Hannon is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining MassMutual Investors Services in 2017. Outside of his advisory role, he is a USCG licensed captain who charters boats in the Chicago area and also assists motorists with urgent roadside needs through the Good Hands Rescue Network. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce, estate-settlement, and employer-sponsored planning.

David Teska is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Matthew Michalik is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, he has worked hourly for NBC Sports in Western Springs, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branch offices nationwide.

Charles Quattrochi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Cetera since 2025 and previously held roles at Avantax and Raymond James Financial. Outside of advising, he is involved in accounting and tax preparation through P's & Q's Financial Corp. and serves as a board member, currently inactive, for the Global Medical Foundation Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and a variety of program structures.

Edward Murphy is a CFP® professional affiliated with LPL Financial, with 40 years of experience in the financial services industry. His prior roles include long tenures at David A. Noyes & Company and Noyes Advisors LLC. He is based in Orland Park, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, supported by advanced research tools and a large network of advisors.

Nanette Gutierrez is a financial advisor at Primerica Advisors in Munster, IN, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Her outside activities include sales of loan products and home security-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third-party asset managers. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Philip Sgariglia is a financial advisor with LPL Financial in New Lenox, IL, holding a Series 63 designation and bringing 39 years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC and Financial Servicenter Corp., where he has been active since 1972. He is also the president and owner of Azzurro Financial Corp., a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Katherine O'Neill is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 1994, including service at both Raymond James & Associates, Inc. and Raymond James Financial Services Inc. She is also the CEO and president of O'Neill Family Wealth Management, Inc., a separate business entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and partnerships.

Sarah Stapleton is a Series 66-credentialed financial advisor with Edward Jones, based in Homer Glen, IL. She has two years of industry experience and has worked at Edward Jones since 2019, with prior experience at Stepping Stones and Missouri Property Services. Outside of her advisory role, she manages sound for services at Crossroads Christian Church in Joliet and sells wax products independently through Scentsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Linda Huculak is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at LaSalle St Securities and Edward Jones. Outside of her advisory role, she is involved as a travel sales agent with World Travel Mart. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.