Jacob Page is a financial advisor at Edward Jones with a Series 63 and Series 66 license and six years of industry experience. He worked at Wells Fargo for eleven years before joining Edward Jones in 2023. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Lori Galbraith is a financial advisor with LPL Financial in Oswego, IL, holding a Series 66 designation and with 10 years of industry experience. Her work history includes roles at LPL Financial, Fifth Third Securities, First Midwest Bank, and Waddell & Reed, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Diane Williams is a financial advisor at LPL Financial with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services. She also operates Susan S. Lewis, Ltd., where she prepares individual income tax returns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with diverse model portfolios and research resources.

Michael Mcgriff is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Fidelity Investments and its affiliates since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Brian Strandquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.

Desze Adams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and previously worked at Bank of America N.A./Merrill Lynch from 2020 to 2025. Outside of finance, he has held roles with Amazon Flex and Comcast Xfinity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broad financial services organization offering access to a wide range of products.

Bryan Parrish is a financial advisor with Charles Schwab in Naperville, IL, holding the Series 66 designation and eight years of industry experience. He previously worked at First Command Advisory Services and related entities from 2016 to 2023, and briefly at Geiger Wealth in 2019. Outside of his advisory role, he is involved in property ownership unrelated to brokerage or agent activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment due diligence process.

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes 16 years at 7-Eleven, Inc. Outside of advising, he is involved in non-investment activities such as driving for Play Poker Chicago. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers an advisory approach supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Annalisa Griego is a Financial Consultant with experience in managing and developing client strategies. She served as Managing Director at Northwestern Mutual from 2024 to 2025 and as Growth and Development Director from 2021 to 2024. Annalisa assists clients in building financial strategies that consider the broader context of their lives, including family, goals, values, and long-term impact. Her professional approach emphasizes meaningful guidance to enable clients to make informed and thoughtful financial decisions with clarity and confidence. Annalisa balances immediate results with the consideration of future generations and opportunities. Outside of her professional commitments, Annalisa engages in activities including family activities, golf, parenthood, spending time with pets, puzzles, and traveling.

Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Daniel Sypien is a financial advisor with Edward Jones in Woodridge, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Fabricia Gibler is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on providing disciplined and structured financial planning and investment guidance tailored to individual client priorities and values. Before joining Fidelity Investments, Fabricia worked as a Private Client Banker at JPMorgan Chase from 2019 to 2024. Her experience in financial services spans several years, during which she has helped clients navigate complex financial decisions with clarity and confidence. Fabricia is dedicated to building long-term client relationships based on trust, consistency, and care.

Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. 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 under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ronald Breier is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Albert Lazaro is a financial advisor with Ameriprise in Joliet, IL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and 401k Benna, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Paul Caputo Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at BMO Bank, N.A., Caputo Financial Services LLC, Elevated Capital Advisors, LLC, and The Prudential Insurance Company of America. He is based in Naperville, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios and research resources.

Richard Madal is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he is a band member and serves as an elder and trustee at Holy Trinity Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Pine is a CFP® with eight years of experience in the financial services industry. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. and Parsons Corporation. Pine is based in Naperville, IL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.