Louis Sanfilippo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at The Financial Resource Network from 2012 to 2018 before joining MassMutual in 2018. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations through collaborative annual engagements.

Kevin Frank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for sixteen years at Valley Honda and had a brief tenure at Advantage Acura of Naperville. He is based in Naperville, IL. 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 programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Regina Schwartz is a financial advisor with Mass Mutual Investors Services in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at MetLife Securities, Inc. for 18 years before joining Mass Mutual Life Insurance Co and Mass Mutual Investors Services, where she has been since 2016 and 2017, respectively. Outside of her advisory role, she operates an insurance brokerage offering individual and group life, health, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services using collaborative, software-driven approaches, with optional implementation of recommendations through brokerage or insurance arrangements.

Jeff Vaughn is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Planning Consultant at Fidelity from 2020 to 2023, and briefly as a Relationship Manager in 2019. His financial services career also includes positions as a Private Client Banker at JP Morgan Chase from 2017 to 2019, and as a Financial Advisor Associate at Morgan Stanley from 2016 to 2017. Throughout his career, Jeff has provided personalized guidance to clients, focusing on helping them build confidence in their financial strategies and work towards their financial goals. He utilizes the resources and expertise of Fidelity to tailor thoughtful strategies and care to the unique needs of his clients. Jeff holds an Arkansas Insurance License. Outside of his professional work, Jeff has interests in art, cars, fitness, music, pets, and snowboarding.

Sunny Gao is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Charles Schwab in Naperville, IL. She has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. Gao serves as a board member for the nonprofit organization Share My Fortune, which focuses on fundraising efforts. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts.

Carl Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he supports clients with investments, planning, and education. He works as part of a wealth management team that emphasizes listening to clients, customization of financial strategies, and conservative wealth management to preserve wealth and provide clarity and education. Carl's expertise includes college education planning, retirement income, legacy planning, portfolio management, and tax minimization among other areas. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill Lynch in 2019, Carl worked as a CPA at PwC in Chicago. He earned his bachelor's degree from Illinois Wesleyan University. Outside of work, Carl enjoys fishing, running, and spending time with his family. He resides in Wheaton with his wife and two daughters.

Dinesh Saxena is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 35 years of industry experience. His career includes over a decade at New York Life and Eagle Strategies before joining MassMutual. Outside of advising, he conducts insurance sales focused on life insurance renewal commissions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning without discretionary investment management.

Timothy Pearce is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2017. Outside of his advisory role, he serves as a committee member on the Finance Committee for the Village of Campton Hills. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model potential outcomes without providing individual security recommendations as part of standalone planning.

Giana Ferrari Ayers is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and has been president of the consulting firm Ferrari Resource Group, Inc. since 2013. Ayers is also involved in community support through her ownership of Neighborly Way, which provides counseling, resources, education, and social opportunities to community members. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Matthew Kewenig is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from internal and third-party sources.

Kristy Sullivan is a CFP®-certified financial advisor with Raymond James & Associates in Naperville, IL, bringing 19 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she serves as Treasurer and Board Member for the Career Networking Center, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting with a range of portfolio management options supported by extensive research and municipal advisory services.

Li Su Tan is a financial advisor at Cetera with 27 years of industry experience. She has worked with Cetera Investment Advisers and Cetera Financial Specialists since 2003 and is also the owner of Lisu L. Tan and Co., Ltd., a tax services firm she has operated since 1989. In addition to her financial work, she serves as president of the Pure Land Center and Buddhist Library in Naperville, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Ward is a financial advisor with Edward Jones in Yorkville, IL, holding Series 63 and Series 66 licenses. He has 23 years of industry experience, all with Edward Jones since 2003. Outside of his advisory work, he is involved in rental real estate ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Samuel Williams is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Deerpath Capital, Wintrust Financial, and BMO Harris. He is a limited partner in several private debt funds. 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 strategies, and maintains a large retail advisor and branch network.

Mark Baleskie is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Troy De Filippis is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and is also the owner of an e-commerce business specializing in discount auto parts and accessories. Additionally, he co-owns a real estate limited partnership and provides tax preparation services through his financial group. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management programs and access to multiple third-party and affiliated money managers within a multi-manager platform.

Marko Govedarica is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Brian Grysiewicz is a CFP®-designated financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1987 and is also affiliated with the University of Missouri - St. Louis. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carrie Denham is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Morgan Stanley and previously worked at Mesirow and Bank of America/Merrill Lynch. Outside of her advisory role, she is the sole proprietor of Triple Dog Properties LLC, a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services based on structured discovery conversations and firm-approved tools.

Matthew Deboer is a CFP®-designated financial advisor with Wells Fargo Advisors in Naperville, IL, bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Calamos Financial Services. He serves as treasurer for the National Association of Anorexia Nervosa and Associated Disorders, assisting with budget preparation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with various financial products and referral channels.