Joseph Book is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, LPL Financial, Itasca Bank, and Money Concepts Capital Corp. Outside of his advisory role, he owns a disc jockey and musical entertainment business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to various investment platforms to manage portfolios on discretionary or non-discretionary bases.

Daniel Dorger is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with J.P. Morgan in various capacities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Matthew Krajniak is a CFP® with 20 years of industry experience, currently advising clients at LPL Financial since 2021. His prior experience includes roles at Focus Financial, Royal Alliance Associates, and Waddell & Reed, Inc. He has been active in the Leads Organization of Downers Grove Executives for over a decade and owns a non-investment-related business, Midwest Motoring. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and various investment management options.

Terrence Porro is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 14 years. In addition to his advisory role, he sells traditional life insurance products and holds an ownership interest in a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

Jose Gallego is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he is involved as a soccer referee for the Naperville Park District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a range of securities and alternative investments.

Eric Saunders is a financial advisor at Edward Jones in Aurora, Illinois, with 31 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 65 certifications. Outside of his advisory role, he owns and maintains a commercial property in Aurora. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ann Mariani Issel is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She has worked with LPL Financial since 2019 and previously held roles at Dorion-Gray Retirement Planning, Inc. and Securities America Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual investors, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Everett Thomas is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he collaborates with leaders on strategies for their lifetime goals through benefits optimization, compensation, and wealth planning. Prior to his current position, he held various roles at Fidelity Investments, including Vice President, Wealth Planner (2018-2021), Financial Consultant (2015-2018), Investment Consultant (2014-2015), Financial Representative (2013-2014), and Trader for the Private Client Group (2010-2013). Everett holds a California Insurance License, which supports his professional practice in financial and wealth planning. Outside of his professional work, he engages in personal interests such as baseball, family activities, fitness, golf, and tennis.

Seth Wormley is a Series 66-licensed financial advisor with Edward Jones, based in Yorkville, IL. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a board member of the Association for Individual Development and an elected member of the Kendall County Board. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Tiffany Francis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and ten years of industry experience. She has worked at various divisions within JPMorgan Chase and J.P. Morgan Securities since 2016. Outside of her advisory role, she owns and operates a home décor business focused on helping friends and family update their living spaces. J.P. Morgan Securities LLC 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 Byars is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. He holds the Series 66 designation and is based in Naperville, IL. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, including municipal client support and investment banking capabilities.

Ajit Pant is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 19 years at Metlife Securities Inc. Outside of his advisory role, Pant is the founder and board member of the American Association of Engineers of Indian Origin, a nonprofit organization focused on educational, technological, and scientific interaction and networking opportunities. MassMutual Investors Services, LLC 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 seminars, structuring engagements as collaborative, annual relationships emphasizing goal analysis and broad investment strategy recommendations.

Sharon Piet is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked with Raymond James since 2022 and is also associated with My Advisor & Planner LLC, where she serves as a wealth manager. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a broad affiliate network.

Terence Prokop is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Westpoint/MassMutual Life Insurance Co and Denis Kelly/Wespoint/Mass Mutual. Prior to his financial services career, he was involved in education roles including Teach For America and Chicago Heights SD170. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Robert Bauer is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at EMRJ, LLC, Regal Holdings, and Waddell & Reed, Inc. Bauer has also been involved with the Palatine Chamber of Commerce and various insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Manuel Ortiz is a financial advisor with LPL Financial in Plainfield, IL, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including previous roles at JPMorgan Chase Bank, U.S. Bank, and JP Morgan Securities. Outside of his advisory work, he has operated a real estate business since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Sean Bradshaw is a CFP®-designated financial advisor at Edward Jones in Naperville, IL, with 25 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Jordan Hennings is a financial advisor with Thrivent Investment Management holding a Series 66 designation and no prior industry experience. His previous roles include positions at Wintrust Financial, CUSD 200 Wheaton Warrenville South High School, and Firmatek LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients.

Timothy Caulfield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Mesirow Financial, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products including mutual funds, ETFs, and fund-of-funds.

Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.