John Scott is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Ameriprise since 2017, including his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christina Sayner is a Series 66-licensed financial advisor with Edward Jones in Wheaton, IL, where she has worked since 2007. She has 12 years of industry experience. Outside of her advisory role, she is a joint owner of a duplex property in DePere, Wisconsin, shared with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with an extensive network of advisors and branch offices nationwide.

Cameron Polezoes is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and three years of industry experience. His background includes roles at Ameriprise since 2022, as well as positions outside finance, such as work at Hub Group, Chicago Golf Club, and Aurelio's Pizza. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Page is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 33 years. Page also engages in financial planning and provides health insurance as an incidental part of his practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Nicholas Korn is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He is a Certified Financial Planner (CFP®) professional with over ten years of experience in the financial services industry. Nicholas specializes in partnering with select families to develop comprehensive financial plans and tailored investment strategies focused on key milestones such as retirement, wealth transfer, and college planning. Prior to his current position, Nicholas worked as a Wealth Management Associate and Financial Planning Associate at Morgan Stanley from 2014 to 2020, and as a Client Associate at Wells Fargo Advisors from 2013 to 2014. He holds a California Insurance License. Outside of his professional work, Nicholas enjoys staying active through running marathons, skiing, and other fitness activities. He also has interests in spending time at the lake, caring for pets, and reading.

Bradley Dent is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding his clients' priorities and the purpose of their wealth to develop customized financial plans. Bradley utilizes advanced planning tools to provide clear insights into clients' financial situations, enabling collaborative goal-setting and planning. Bradley has extensive experience in wealth planning and advisory roles, having worked with Fidelity Investments since 2020 in capacities including Planning Consultant and Relationship Manager. Prior to joining Fidelity, he served as a Wealth Advisor at Twende Investment Group from 2017 to 2020 and as a Financial Associate at Thrivent Financial from 2016 to 2017. Outside of his professional work, Bradley enjoys participating in social events with friends, playing soccer, and volunteering.

Stephanie Ross is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior roles include six years at Edward Jones and leadership of Stephanie Hartke Agency, Ltd., an insurance agency she managed until 2019. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to create tailored recommendations across various planning areas including retirement, education, and business-owner transition planning.

Hollis Henry is a Financial Consultant at Fidelity Investments, a position held since 2022. Prior to this role, Hollis served as an Independent Financial Coach and District Leader at PFS Investments in 2021. In these capacities, Hollis focuses on developing custom financial strategies by understanding clients' unique goals and challenges through active listening and collaboration. Hollis emphasizes building lasting relationships rooted in empathy and trust, working closely with clients and their families to clarify their current financial positions and future aspirations. Outside of work, Hollis is engaged in family activities and enjoys fitness, golf, music, and parenthood.

James Sorley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank and Dean Witter since 2000 and 1999, respectively. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Kellett is a financial advisor with LPL Financial in Bristol, IL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., with an ongoing affiliation at The Financial Group since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with affiliated JPMorgan Chase entities since 2010. Outside of his advisory role, he is involved with Vacation Lab, a venture he joined in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kevin O'Hara is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the boards of Loaves & Fishes and Special Spaces, including a position as Board Chair for the latter. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Jennifer Flood is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 1999. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Rzepka is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, following 19 years at Broker Dealer Financial Services Corp. Additionally, he serves as president of Comprehensive Financial Management, LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.

Sharon Kracke is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Merrill since 1998. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

Guillermo Delfin Jr. is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Delfin serves as a board member of the Philadelphia Senior Golfers of America. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides brokerage and investment advisory services through a network of advisers, utilizing asset-allocation tools, risk assessment, and third-party money managers to offer a range of portfolio management options.

Sunil Seth is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside his advisory role, he has been associated with the Project Management Institute since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a primarily non-discretionary approach.

Jenine Mehr is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory work, she is an independent distributor for doTerra. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patrick Sullivan is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1984 and has been associated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is also active as a broker in health insurance through S.P. Services, Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative, goal-based planning supported by firm-approved analytical tools.