Philip Schlitter is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at National Life Group and Equity Services Inc, as well as work related to Bradley University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alexander Gendron is a CFP® professional with 10 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Vivian Skawinski is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios through a systematic process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Reider is a CFP® with 23 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 financial advisor with Mass Mutual Investors Services in Lisle, IL. He holds CFP® and Series 66 credentials and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he was involved with Soccer Shots, a youth soccer program, from 2012 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.

Joshua Van Namen is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Country Insurance & Financial Services for 16 years before joining Edward Jones in 2022. The firm serves more than four million individual and institutional clients with a wide range of wealth management services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network as well as its affiliated capabilities beyond advisory services.

Robert Jones is a CFP® professional with 44 years of experience in the financial industry. He has worked at OSAIC since 2023, following 30 years at FSC Securities Corporation and over four decades with Lincoln National Life. He is also the owner of Jones Insurance Agency, which sells and services life and health insurance. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, including financial planning and managed account solutions, utilizing advanced asset-allocation tools and access to third-party investment managers.

Jeffrey Meyers is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where he has worked since 2008. He has 22 years of industry experience. Outside of his advisory role, he is involved in property rental in Wheaton, IL. 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 large network of advisors and branch offices nationwide.

Brian Ahern is a financial advisor based in Naperville, IL, affiliated with LPL Financial. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC and Total Clarity Wealth Management, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced portfolio management technologies.

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.

Amanda Welter is a financial advisor with Fidelity who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage advisory services.

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 with Equitable Advisors in Oswego, IL, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Stifel Independent Advisors, Mutual of Omaha Investor Services, Edward Jones, and Transworld Systems, Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored and other TAMP platforms.

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.

Tyler Mccoy is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL in 2021, he worked at Charles Schwab and Charles Schwab Bank between 2016 and 2021. 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 a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and third-party research.

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.

Marissa Campbell is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has held multiple roles at firms including Morton, Campbell & Shannon and MM Campbell Financial, Inc., where she serves as an officer. Outside of her advisory work, she is involved with supporting branch operations and client development through her roles in affiliated business entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal finance, and specialized retirement plan services.

Lade Kasim is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan affiliates since 2021. Outside of finance, he is the founder and owner of MISAK LLC, a fragrance line. J.P. Morgan Securities 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 framework when recommending strategies.

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.