Michael Webb is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at firms including Fiduciary Trust and Avantax, and has operated his own tax preparation and accounting business since 1980. Webb also has experience as an insurance agent selling Medicare supplement plans. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.

Jeffrey Neumann is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Robert Granner is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he manages a residential condominium unit. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management services.

Michael Massaro is a financial advisor with Cetera who holds a Series 66 credential and has 17 years of industry experience. His prior work includes positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, with additional experience in his own CPA firm. Outside of his advisory role, he owns a commercial real estate investment company and is involved in hardware and software sales through a technology consulting business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Alonzo Hinton is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Edward Jones, and the Federal Reserve Bank of Chicago. Outside of his advisory role, he serves as a board member and instructor at Chicagoland Christian Center Embassy, participates on a scholarship review committee at Chicago State University, and sits on the board of directors for Union Street Gallery. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Jennifer Tibbs is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with multiple firms including Avantax Advisory Services and currently operates Strategize Tax LLC, where she prepares tax returns for the public. In addition, she is involved in educational consulting focused on teaching methods and math curriculum development. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

James Walsh is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and licenses Series 63 and Series 66. Walsh has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Ristau is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as Acting President of the Board of Directors for Home 2 Home Project, a nonprofit that furnishes homes for families moving out of shelters. 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 uses proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and market-making activities.

David Condon is a Series 66–licensed financial advisor with Edward Jones, based in Homer Glen, IL, and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Axa Equitable and AxA Advisors. Outside of his advisory role, he officiates college baseball games during the spring months for the NCAA. Edward Jones is a full-service wealth management firm that serves a broad client base including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Powell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kimberly Muzquiz is a financial advisor at LPL Financial with 23 years of industry experience. She holds the CFP® and Series 66 designations. Her career includes roles at Old National Bank, LPL Financial, and First Midwest Bank. Outside of her advisory work, she is involved with Young Living Essential Oils. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches.

Brett Kribs is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel since 2009 and holds the Series 66 designation. Outside of his advisory role, he is the managing member of Bravo Kilo LLC, which advises on real estate purchases. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

David Sesterhenn is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, with prior roles at Cole Parmer and Polyair Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Thompson is a financial advisor with Morgan Stanley in Tinley Park, IL, holding Series 63, 65, and 66 designations and 26 years of industry experience. His career includes roles at Northern Trust Bank, E*TRADE Securities LLC, and a brief period at Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Jennifer Adams is a Series 66 licensed financial advisor with nine years of experience, currently with Edward Jones since 2017. She previously worked at UBS Financial Services from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary investment strategies under a fiduciary standard.

Fatima Calvillo Ortiz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has held various positions within J.P. Morgan entities since 2007, as well as roles at PoshMark and Airbnb. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

William Eilbracht is a financial advisor at Edward Jones in Riverside, IL, holding the CFP® and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jason Holbrook is a financial advisor with Edward Jones in La Grange Park, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as an assistant swim coach at the Westmont Swim Club, working with swimmers aged 6 to 22. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Statam is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and academic appointments at the University of Illinois. Outside of his advisory career, he was involved with Campus Garage and Carpool and Tru Blades, indicating interests in entrepreneurial ventures. 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, offering a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kyle Hazen is a financial advisor with Ameriprise in Westmont, IL, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at LPL Financial LLC and is involved with Nolan Wealth Management as an outside business activity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.