John Weber is a financial advisor with Edward Jones in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at ED&F Man Services Inc. and spent a decade at SG Americas Securities, LLC and Newedge USA LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Matthew White is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan in various capacities since 2009. Outside of finance, he owns and operates The Coop and Scoop, LLC, a mobile coffee and ice cream food trailer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Albian is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes extended tenures at Waddell & Reed and various insurance carriers, as well as a brief period leading EMRJ, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, 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 extensive operational and research tools.

Nathaniel Albert is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his financial advisory role, he serves as an alderman for Ward 4 on the City of Crest Hill Council. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large nationwide network of advisors and branch offices.

Frances Tillman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services Inc. and State Farm VP Management Corp. She also has experience assisting in financial planning and insurance sales through administrative roles at NorthPoint Financial Group and Camaioni Consulting. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and portfolio management services. The firm employs asset-allocation tools and supports multiple advisory platforms to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Christina Gilsinn is a financial advisor at Edward Jones in Wheaton, IL, with 10 years at the firm and five years of industry experience. She holds the Series 63 and Series 66 designations. 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 range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derek Meade is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Charles Schwab in Naperville, IL, returning to the firm after a brief tenure at Fidelity Investments. Outside of financial services, he is a brand ambassador for a business specializing in customized engraving on wine and liquor bottles. Charles Schwab serves a large client base, 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 combined brokerage, custody, and advisory platform with a client relationship model that includes both non-discretionary and discretionary managed account options.

Eric Dusseault is a financial advisor with Edward Jones in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Merrill, and Bank of America. 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 strategies supported by a network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Kyle Bonfield is a financial advisor at Raymond James Financial with seven years of industry experience. He previously worked at Edward Jones for five years and Comcast for eight years. Outside of advising, he is the owner and president of Bonfield Capital LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs including municipal and public-finance services.

Jan Gewont is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 15 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and DWS Investments Distributors Inc. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Nathaniel Johnson is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services LLC, JP Morgan, and Thrivent Financial. He is based in Naperville, IL. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Tatyana Gorski is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a CERTIFIED FINANCIAL PLANNER™ professional committed to creating personalized wealth plans to help clients pursue their financial goals and dreams. Prior to her current role, she served as Vice President, Financial Consultant at Fidelity Investments from 2023 to 2024 and held several positions at the company since 2014, including Financial Consultant, Investment Consultant, and Financial Representative. Throughout her career at Fidelity Investments, Tatyana has gained extensive experience in wealth planning and financial consulting. She focuses on helping clients take advantage of opportunities and protect against risks through tailored financial strategies. Outside of her professional work, Tatyana has interests in beach activities, golf, movies, outdoor adventures, parenthood, and traveling.

Fiorelda Doraku is a financial advisor at Merrill with a Series 66 designation and over four years of industry experience. Her prior roles include positions at JP Morgan Chase and Bank of America. Merrill, along 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 range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Daniel Krout is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2008 to 2017. Outside of his advisory work, he is also an insurance agent engaged in outside insurance sales covering individual and group life, health, Medicare supplement, and property/casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers.

Michael Ramirez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2014. 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 through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Arnold Lies is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Ben Jorgensen is a Planning Consultant who collaborates with Financial Consultants at the Naperville Investor Center to assist clients in developing personalized financial plans aimed at achieving their goals. He has experience as a Relationship Manager at Fidelity Investments from 2024 to 2025 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional role, Ben has interests in cooking and baking, fitness, movies, and reading.

Andrew Garcia is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Investment Distributors, Inc., Concourse Financial Group Securities Inc., and Protective Life Insurance Company. 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 strategies, affiliated mutual funds, and operates under a fiduciary standard.

Mark Musaraca is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over 13 years. Outside of his advisory work, he is involved in several investment-related ventures, including ownership in agricultural and financial entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

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.