Sharon Kracke is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Merrill since 1998. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional entities.

Guillermo Delfin Jr. is a financial advisor with OSAIC in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at OSAIC since 2023 and has prior experience with Sagepoint Financial, AIG American General Life Insurance Company, and Chicago Investment Advisory Council. He serves as a board member of the Philippine Senior Golfers of America. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and offers access to alternative investments through third-party platforms.

Sunil Seth is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside his advisory role, he has been associated with the Project Management Institute since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a primarily non-discretionary approach.

Jenine Mehr is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She previously worked at Morgan Stanley from 1998 to 2012 before joining Ameriprise, where she has been since 2012. Outside of her advisory work, she is an independent distributor for doTERRA. 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 recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Sullivan is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1984 and has been associated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is also active as a broker in health insurance through S.P. Services, Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative, goal-based planning supported by firm-approved analytical tools.

Louis Sanfilippo is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018, following six years at The Financial Resource Network. 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 seminars, structuring engagements as annual collaborative relationships using firm-approved software to analyze client goals.

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.

Hailey Papageorgakis is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

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.

Matthew Kewenig is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. 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, combining a broad range of advisory and non-advisory financial services through its extensive network of investment adviser representatives.

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 with three years of industry experience. He holds a Series 66 designation and previously worked at Deerpath Capital and Wintrust Financial. Williams is a limited partner in several private debt funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.