Kathy Holtze is a financial advisor at Edward Jones in Wheaton, IL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Neil Moscicki is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and Series 66 license. He has 26 years of industry experience, including ten years with Wayne Hummer Investments LLC prior to joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from various sources.

Joseph Michalec is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 66 licenses. Michalec has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Jonathan Vance is a CFP® professional with 21 years of experience, currently serving at J.P. Morgan Securities in Naperville, IL. He has been with J.P. Morgan Securities since 2012 and has also worked at JP Morgan Chase Bank, N.A. since 2018. 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 multiple market-facing registrations and functions.

Ronald Pryer is a Series 66-registered financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2014. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hayde Antonio is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, Hayde works closely with clients to develop personalized financial plans tailored to their unique needs, utilizing Fidelity's technology and resources. Prior to joining Fidelity, Hayde gained extensive experience as a Private Client Banker at JP Morgan Chase from 2007 to 2020. This background provided a strong foundation in client relationship management and financial services. Outside of work, Hayde engages in various personal interests including family activities, gardening, music, traveling, and volunteering.

John Abrams is a financial advisor with Wells Fargo Clearing, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

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.

Nico Paoletti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at B-Rogue Built, TCC Wireless, and Best Buy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

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.

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.