Dorian Holmes is a financial advisor at LPL Financial in Joliet, IL, holding a CFP® designation along with Series 63 and Series 65 licenses. Holmes has 12 years of industry experience, having worked at firms including Morgan Stanley Smith Barney, Fidelity Investments, and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, retirement advice, and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Miller is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various programs including money-manager and educational seminars.

Kacper Czerkies is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Fields Motorcars Downers Grove and Perillo Downers Grove. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment products.

Richard Przybylski is a financial advisor with Edward Jones in Naperville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. 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 nationwide network of more than 23,700 financial advisors and 15,100 branch offices. The firm provides both discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Carrie Plos is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Jason Fair is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Naperville / Lisle branch. He manages portfolios for clients across the United States, primarily serving local individuals and families who are business owners and corporate executives. Jason and his team focus on helping clients achieve their financial goals by customizing strategies around priorities, risk tolerance, and goals, with regular quarterly meetings to track progress and propose recommendations. Jason began his career at Merrill in 1997 after graduating from Northern Illinois University with a Bachelor's degree in Finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason resides in Elburn, Illinois, with his wife Becky and their three daughters, Olivia, Kate, and Paige. Outside of his professional work, he enjoys bicycling, playing guitar, and being involved with their church.

John Scott is a financial advisor with Ameriprise Financial Services in Warrenville, Illinois, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Ameriprise, he worked at PRUCO Securities, LLC. He is also involved in managing business operations through ownership roles in advisory-related companies. 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 tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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 with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Woodbury Financial Services for 33 years before joining OSAIC in 2024. In addition to his advisory role, he operates a sole proprietorship providing health insurance as part of his financial planning practice. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients, offering brokerage and advisory services through multiple programs. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network and private-equity ownership.

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 at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, NA, and Dean Witter. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks when appropriate.

Jeffrey Kellett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior firms include Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Financial Group, where he has worked since 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and third-party subadvisors.

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. His career includes roles at JPMorgan Chase Bank and Vacation Lab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by both quantitative and qualitative research.

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 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Broker Dealer Financial Services Corp. He is also president of Comprehensive Financial Management, LLC, an independent insurance agency based in Naperville, IL. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and having 22 years of industry experience. Her prior roles include positions at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to her advisory work, she provides federal and state income tax preparation as a CPA through her own tax services business. 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 a range of financial planning and investment management services, including access to model portfolios and institutional platforms, supported by advisor-facing technology and a broad array of non-advisory financial services.