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.

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.

Ricardo Martinez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015 and 2018, respectively. Martinez also serves as a communications specialist and operations planner in the United States Marine Corps. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Andrew Umbach is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 21 years of industry experience. He has been with Cetera and its affiliated entities since 2014, including roles at First Allied Advisory Services and First Allied Securities. Outside his advisory work, he is involved as an independent contractor in Social Security analyses and other financial-related activities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, 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, managing over $256 billion in assets through a network of more than 10,000 advisors.

Adam Underhill is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Shorewood, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment services under a fiduciary standard.

Timothy Hoag is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with six years of industry experience. He worked at Draper and Kramer, Inc. for 15 years before joining Edward Jones in 2019. Edward Jones is a full-service 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ane Mari Pintilie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing Services LLC during her career. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Ramaker is a CFP® professional affiliated with Edward Jones in Naperville, IL, with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Elizabeth Piloni is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Tamara Wiley is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera. She previously worked at Edward Jones for six years and is the owner of Toward Wealth, LLC, where she also serves as a financial professional. Additionally, she acts as an insurance agent selling life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with discretionary and non-discretionary programs.

Erin Wikstrom is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2010. She holds leadership roles outside of her advisory work, including Treasurer and Board Member for the nonprofit Naperville Elderly Homes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management styles and municipal advisory capabilities.

Krzysztof Szypcio is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2017, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Bank of America as a Relationship Manager and Relationship Banker from 2015 to 2017. Throughout his career, Krzysztof has focused on financial planning and client relationship management. He emphasizes a personalized approach to financial planning, aiming to understand clients' individual goals to co-create strategies tailored to their lives. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Andrew Temple is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Charles Schwab, where he has been since 2024, following eight years at Fidelity Brokerage Services. Prior to his financial services career, he was involved with Support Techs LLC for seven years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary portfolios and offers an integrated structure with centralized custody and order-routing services.

Jon Bippert is currently a Market Leader at Fidelity Investments, where he leads a territory of local Investor Centers. In this role, he offers financial and investment guidance to customers and supports Financial Consultants in customizing financial plans tailored to clients' unique needs. Jon has extensive experience at Fidelity Investments, having held various positions since 2010. His previous roles include Vice President and Branch Leader from 2016 to 2026, Assistant Branch Manager in 2016, Vice President and Financial Consultant from 2015 to 2016, Vice President and Senior Account Executive from 2012 to 2015, and Private Client Vice President and Senior Account Executive from 2010 to 2012. Outside of his professional responsibilities, Jon enjoys family activities, golf, and traveling.

Thomas Klover is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Cetera and its affiliated entities since 2020 and is also a part owner and CPA at Klover & Co. CPAs PC, where he has provided accounting and tax preparation services since 1994. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management.

Kyle Davis is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021, following prior roles at Fidelity Brokerage Services LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a co-owner of a real estate investment business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Alfredo Lopez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill and Bank of America since 2025 and previously spent ten years at Autozone. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with RL Wealth Management Group, Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management options.

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.