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.

Edward Dollinger is a financial advisor with Edward Jones in Joliet, IL, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, Dollinger serves on the Joliet Rotary and the boards of the Joliet Finance Council and the Will County Community Foundation. 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 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.

Jeffrey Meyers is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2008, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of advisory work, he is involved in property rental management in Wheaton, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retirement plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

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.

Brian Ahern is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisor Networks and Total Clarity Wealth Management. Ahern is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of investment strategies and operational support tools.

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.

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.

Lade Kasim is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naperville, IL, with three years of industry experience. Prior to joining J.P. Morgan, Kasim worked in various roles including at Blue Rams Technology and founded MISAK LLC, a fragrance line. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Michael Bancroft is an Investment Consultant currently working at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Michael worked as an Engagement Financial Advisor at Deloitte from 2021 to 2024. In his professional capacity, Michael focuses on collaborating with clients to develop financial plans tailored to their individual goals and priorities. He emphasizes understanding clients' objectives and addressing their concerns to help secure their financial futures. Outside of his professional work, Michael enjoys activities such as camping, family activities, fishing, fitness, football, and motorcycles.

Jeffrey Kubiak is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and also operates Kubiak Wealth Management and Kubiak & Kubiak CPA, focusing on wealth management and tax planning services, respectively. Prior to his advisory role, he has experience connected to professional hockey organizations and a background that includes time at Cornell University. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Linda Jody is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2010. Prior to LPL, she worked for MSI Financial Services, Inc. for 10 years. Outside of her advisory role, she is involved in acting and film production under the stage name "Jodi London." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Dorian Holmes is a financial advisor at LPL Financial in Joliet, IL, holding a CFP® designation along with Series 63 and Series 65 licenses. Holmes has 12 years of industry experience, having worked at firms including Morgan Stanley Smith Barney, Fidelity Investments, and Ameriprise Financial Services. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning, retirement advice, and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.

Thomas Hentschel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and community organizations such as the Northern Illinois Food Bank and the Kankakee Symphony Orchestra, where he also performs as a musician. He has been with LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using diverse strategies and technological tools.

Kacper Czerkies is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Fields Motorcars Downers Grove and Perillo Downers Grove. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment products.

Lee Kaz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at VOYA Financial Advisors and founded Lionheart Financial LTD, where he spent 15 years. Kaz serves as a board member of the Mokena Police Pension Board and is involved with the Builders Tee Club as a board member. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians and provides access to proprietary model strategies and unaffiliated third-party advisers.

Thomas Borsellino is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at Cetera since 2019 and previously spent 15 years at MSI Financial Services. Outside of his advisory role, he owns Aspire Financial, which serves as a tax harboring entity for securities and tax purposes, and provides notarial services through a separate business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring discretionary and non-discretionary program options.

Anthony Frangella is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services and Rutkowski and Associates. Frangella has roles outside of advisory services, including managing a commercial real estate LLC and a passive investment in a local restaurant. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform, offering a range of brokerage and advisory services. The firm employs a model-based investment process with customizable strategies and access to alternative investments, supported by a large and complex affiliate network.

Donald Pendleton is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004, including a brief period at Banc One Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.