Chad Kreifel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and Chase Investment Services Corp. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Sarah Deskovich is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 credential and 13 years of industry experience. Her prior experience includes roles at JPMorgan Securities LLC and Wells Fargo Clearing Services LLC. She is also involved with Partnerland LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Edward Pizzo is a Series 66 licensed advisor at Edward Jones with five years of industry experience. His prior work includes roles at Hinsdale Bank & Trust, First American Bank, and a one-year period of unemployment. He serves as Treasurer for the Westwind Estates Homeowners Association in Minooka, IL. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Michael Gustafson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates an ESG eligibility framework.

Mark Stofan is a CFP® with 39 years of industry experience, currently affiliated with Equitable Advisors. His prior work includes roles at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. He is also president of Stofan Agazzi Investments LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of third-party advisory programs and fiduciary services.

Carlos Gonzalez is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. Gonzalez is based in Lisle, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Nicolas Hoeppel is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to understand their unique perspectives and priorities in order to develop personalized financial strategies. His client focus areas include family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Nicolas holds a Bachelor's Degree from Indiana University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the Chicago District Golf Association and the Indiana University Alumni Association. Outside of his professional work, Nicolas enjoys cooking, golfing, music, pickleball, softball, spending time with his family, traveling, and watching movies.

Jason Lackner is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at The Huntington National Bank, The Huntington Investment Company, Busey Bank, BMO Harris Bank, and Bank of America. Outside of his advisory work, he owns and manages a rental property. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Joseph Farrell is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has built his career in the financial industry with the objective of helping clients by understanding their individual needs and motivations to develop personalized financial plans. Prior to his current role, Joseph held several positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining comprehensive experience in financial advisory services. Before joining Fidelity, he worked at PNC Bank as a Branch Sales Representative and Branch Service Representative. Outside of his professional life, Joseph enjoys comedy, family activities, football, hiking, and movies.

Nicholas Ettelbrick is a financial advisor with Edward Jones in Lisle, IL, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he owns a farm and hunting land in Little America, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Kenneth Small is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at National Planning Corporation for 16 years and held roles at Securities America Advisors. Small is involved part-time in the sale of non-variable life insurance and fixed annuities through Capitas Financial. 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 range of financial planning and investment management solutions, using various model portfolios and third-party subadvisors, supported by advanced operational and research technology.

William Anderson is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and proprietary tools, with an emphasis on client responsibility for implementation and ongoing updates.

Eric Mayer is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. He participates in the Purdue Club of Chicago Alumni Group, attending board meetings, organizing events, and serving on the scholarship committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services supported by a wide range of portfolio management strategies and affiliated research.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Michael Murray is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. His career includes roles at Elevate Private Wealth Management and Raymond James Financial Services, Inc. Outside of finance, he has been involved with Will County Brewing Company and Habitat For Humanity Will County. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advice using risk profiling and modeling tools and supports client implementation through its advisory programs and partners.

Christopher Phalon is a CFP® and Series 66-registered financial advisor with Edward Jones in Naperville, IL. He has four years of industry experience, including five years at Fairway Independent Mortgage Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Elena Ighodaro is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her background includes roles at Primerica Advisors and Primerica Financial Services, as well as managing her own advisory business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Jeffrey Hartzell is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, as well as two years at Menards, Inc. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.