Paul Reider is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Ryan Sharp is a financial advisor with Edward Jones in Lockport, IL, holding CFP® and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Dollinger is a financial advisor with Edward Jones in Joliet, IL, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, Dollinger serves on the Joliet Rotary and the boards of the Joliet Finance Council and the Will County Community Foundation. 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, supported by a large network of advisors and branch offices nationwide.

Phillip Sitar is a financial advisor with Ameriprise in Chicago, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, he serves as the Treasurer on the Board of Directors for the Manhattan Condo Association. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Its approach includes a centralized consulting team that provides non-discretionary, research-based recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Mark Tsoulos is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes positions at MetLife Securities Inc and MassMutual Life Insurance Company. Outside of his advisory roles, he was involved with Soccer Shots, a youth soccer program, from 2012 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Jeffrey Meyers is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2008, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of advisory work, he is involved in property rental management in Wheaton, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including retirement plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Brian Ahern is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Cetera Advisor Networks and Total Clarity Wealth Management. Ahern is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of investment strategies and operational support tools.

Jerome Gendron is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. Outside of his advisory work, he operates a business refurbishing and selling musical instruments. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Diego Facio Guzman is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts portfolios to address changes in clients' situations. Diego holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma from Larkin High School.

Jorn Erik Madsen is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mutual of Omaha. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers to deliver services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Raymond Meiers is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes positions at Morgan Stanley, Centric Wealth Management, and roles outside finance such as at Eagle Brook Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these services as standalone or combined with managed-account programs, emphasizing periodic reviews and detailed written recommendations across a broad range of planning topics.

Taher Assaf is a financial advisor at Mass Mutual Investors Services in Lisle, IL, holding a Series 66 designation and two years of industry experience. His work history includes roles at MassMutual Life Insurance Co, First Merchants Corp, and Breeze. MassMutual 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 seminars, providing clients with written recommendations based on detailed analyses and firm-approved tools.

Theresa Hahn is a CFP® certificant and Series 66 licensee working with LPL Financial in Downers Grove, IL. She has seven years of industry experience, including five years at Barcodes, Inc. prior to joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Herbst is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2005 and previously spent three years with Wells Fargo Advisors. Herbst has led Herbst Financial Services since 2011 and was also involved with Herbst Financial Advisors, Inc. from 2006 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Lade Kasim is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naperville, IL, with three years of industry experience. Prior to joining J.P. Morgan, Kasim worked in various roles including at Blue Rams Technology and founded MISAK LLC, a fragrance line. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jeffrey Grange is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Based in Lisle, IL, his career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery and firm-approved tools, with advisory services centered on planning rather than individual security recommendations.

Wendell Claver is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies designed to help individuals and families preserve and grow their wealth through risk-efficient approaches tailored to each investor's goals. Wendell's expertise includes college education planning, executive and equity compensation services, family wealth management, retirement income strategies, and portfolio management. He has 15 years of experience as a professional trader, providing him with a deep understanding of financial market risks and asset allocation. Wendell holds a Bachelor's Degree from the University of Michigan and is designated as a Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Wendell is affiliated with the University of Michigan Crew Team and actively participates in community activities through Compass Church. He lives in the Chicago suburbs with his wife and three children, and enjoys biking, cooking, football, painting, running, scuba diving, skiing, traveling, volleyball, and spending time with his family.

Michael Bancroft is an Investment Consultant currently working at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Michael worked as an Engagement Financial Advisor at Deloitte from 2021 to 2024. In his professional capacity, Michael focuses on collaborating with clients to develop financial plans tailored to their individual goals and priorities. He emphasizes understanding clients' objectives and addressing their concerns to help secure their financial futures. Outside of his professional work, Michael enjoys activities such as camping, family activities, fishing, fitness, football, and motorcycles.

Justin Gutierrez is a financial advisor at Ameriprise in Wheaton, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was a full-time student-athlete and has also worked in various roles including at Volv Fitness Dubuque and Canes Illinois Baseball. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Anderson is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2007. Based in Naperville, IL, Anderson's career at Stifel spans nearly two decades. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance intended to support informed decisions.