Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.

Matthew Nawrocki is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guggenheim Funds Distributors, Royal Alliance Associates, and Alt Fund Distributors. In addition to his advisory role, he provides consulting services to other financial firms, assisting with investment models, rebalancing, and market research. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through various programs such as comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of investment strategies across a complex, multi-advisor platform.

Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.

Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Michelle Dunigan is a Series 66-registered advisor with Ameriprise, based in Lockport, IL, and has 18 years of experience in the financial industry. Her prior roles include positions at The Huntington Investment Company, LPL Financial, BMO Harris Financial Advisors, and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and ongoing advice within a defined investment and product framework.

Mark Keith is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at The Huntington Investment Company and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Stacey Decker is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2016. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016 and as a Financial Advisor at Riverside Financial from 2012 to 2014. In her current role, Stacey plays an active role in educating clients on retirement planning, including income and investment strategies. Her professional experience encompasses comprehensive financial consulting aimed at assisting clients in planning their retirement effectively. Outside of her professional career, Stacey is involved in activities such as hiking, military service, outdoor adventures, parenthood, reading, and volunteering.

Jeffrey Nabicht is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Advisors since 2013 and previously spent 11 years with Heine Mccarthy. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Paul Becht is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliates in various roles since 2016. Outside of his primary work, he holds ownership interests in several investment-related firms, including Innovative Retirement Associates LLC and Bull & Bear Associates, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services that cover cash flow, retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, offering clients tailored recommendations supported by Wells Fargo research and planning tools.

James Buiter is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation and Series 63 and 65 licenses, with 29 years of industry experience. His prior roles include positions at Avantax Investment Services, American Trust Investment Services, and Chicago Capital Management Advisors. Buiter is also the owner and CEO of Global Communications and Associates, Inc., and serves as the Clerk of Crete Township, Illinois, where he manages board meeting minutes and local government contracts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, providing access to affiliated and third-party managers via multiple program structures and custodial relationships.

Rosario Petrizzo is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He worked at RBC Capital Markets from 2008 to 2017 before joining Stifel Nicolaus & Co Inc, where he has been since 2017. Petrizzo serves as Vice President of the Disabled Patriot Fund, a nonprofit organization assisting local U.S. veterans and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gina Messina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and First Republic Investment Management. Outside of her advisory role, she assists with administrative tasks at a real estate company on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their approach combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Anthony Harris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been associated with Cetera since 2013 and owns The Harris Group, LLC, a financial services business that provides investment advisory services and offers fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Denis Conlon is a CFP® professional with 25 years of experience in financial advisory. He is currently with LPL Financial and has held prior roles at firms including Securities America Advisors, Inc. and Retirement Plan Advisors, LLC. Outside of advisory work, he is an Enrolled Agent who prepares basic tax returns for select clients and family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and diverse investment strategies through a large network of investment adviser representatives.

Bradley Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at NEXT Financial Group, Nuvista Financial Services, Edward Jones, and Van Kampen Advisors. Outside of his advisory work, he serves on the board of the nonprofit The Learning Vine and also teaches for the organization, in addition to participating as a precinct committeeman and poll watcher. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Michael Minnis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 38 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities LLC. Minnis also serves as a trustee and power of attorney for several family trusts. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Thomas Ogrady is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance, and Princor Financial Services. Outside of his advisory work, he is a co-owner of a business entity involved in tax and investment activities. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.

Jessica Wanek is a financial advisor at OSAIC with 25 years of industry experience. She holds a Series 66 designation and has previously worked at FSC Securities Corporation, Waterstone Financial Group, Inc., and Re-Direct Securities Corp. Outside of her advisory role, she serves as president of W Financial Services, an insurance agency offering property and casualty insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, delivering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs including discretionary and third-party managed accounts.