Chastity Peterson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 16 years. Outside of her advisory role, she owns a wellness and weight loss business, Plexus Worldwide. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services through fee-based wrap programs and employs a variety of investment strategies monitored by an Investment Strategy Committee.

Sarah Garvin is a financial advisor with Thrivent Investment Management in Geneva, IL, holding a Series 66 designation and three years of industry experience. Her prior work includes five years at ADTRAV Travel Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option, while keeping the services distinct.

Theodore Govedarica is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Mark Lefevre is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by research and various investment strategies.

Danielle Prigge is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Lindberg is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, Lindberg serves as president of Peace for Pits, Inc., a charitable animal welfare organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

H Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Anderson coaches a junior ski racing team at Wilmot Mountain. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.

Kathy Holtze is a financial advisor at Edward Jones in Wheaton, IL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Neil Moscicki is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and Series 66 license. He has 26 years of industry experience, including ten years with Wayne Hummer Investments LLC prior to joining LPL Financial in 2025. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from various sources.

Martha Goodman is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and research. The firm manages approximately $2.74 trillion in client assets and delivers its services both directly and through corporate financial planning agreements.

Joseph Michalec is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 66 licenses. Michalec has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

William Zurek is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services, Securities America Advisors, Securities America Inc, and Community State Bank prior to joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms using a variety of asset-allocation and portfolio management tools.

Krupali Patel is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA since 2014. 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 institutional advisory services with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Ronald Pryer is a Series 66-registered financial advisor at Edward Jones with 12 years of industry experience. He 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Krajniak is a CFP® with 20 years of industry experience, currently advising clients at LPL Financial since 2021. His prior experience includes roles at Focus Financial, Royal Alliance Associates, and Waddell & Reed, Inc. He has been active in the Leads Organization of Downers Grove Executives for over a decade and owns a non-investment-related business, Midwest Motoring. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and various investment management options.

Carl Viard is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs including estate planning and corporate financial planning agreements.

Nico Paoletti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at B-Rogue Built, TCC Wireless, and Best Buy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Tyler Sawyer is a financial advisor at Edward Jones in Elgin, Illinois, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial sector, including five years at Batteries Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Everett Thomas is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he collaborates with leaders on strategies for their lifetime goals through benefits optimization, compensation, and wealth planning. Prior to his current position, he held various roles at Fidelity Investments, including Vice President, Wealth Planner (2018-2021), Financial Consultant (2015-2018), Investment Consultant (2014-2015), Financial Representative (2013-2014), and Trader for the Private Client Group (2010-2013). Everett holds a California Insurance License, which supports his professional practice in financial and wealth planning. Outside of his professional work, he engages in personal interests such as baseball, family activities, fitness, golf, and tennis.