Nicholas Ferraro is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at Scott's Service Place from 2014 to 2017. 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 supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary solutions under a fiduciary standard.

Joseph Backlund is a financial advisor with J.P. Morgan Securities in Yorkville, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His background includes roles at Connor Group and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved in a sports collectibles venture, planning to sell items through trade shows and online platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model allocations and incorporates broader derivatives and commodities capabilities.

Ronald Kot is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Cetera since 1998 and has operated his own tax accounting and audit services business since 1977. Kot also serves as a board member and treasurer of the Stonegate West Community Association in Aurora, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and custodial relationships.

Jorn Erik Madsen is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Mutual of Omaha. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party managers to deliver services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

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.

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.

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.

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.

Brian Grysiewicz is a CFP®-designated financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1987 and is also affiliated with the University of Missouri - St. Louis. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Windle is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at TIAA-CREF from 2005 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio construction. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methodologies in its investment process.

Alan Hubbard is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Hubbard is involved in managing a real estate condominium and has limited partnerships in aerospace and Airbnb service businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Brian Leclercq is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as a board member of the Oswegoland Heritage Association and is a township supervisor for Oswego Township, overseeing budgets and acting as ex officio treasurer for the cemetery board. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, operating through a nationwide network of over 10,000 advisors.

David Tsang is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with Harris Investor Services Inc and Harris Bank for over two decades. Outside of his advisory work, he serves as an assistant tennis coach at Rosary Catholic High School. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial products.

Shahzad Shamsuddin is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 14 years of industry experience. His prior work includes roles at Old Second National Bank, LPL Financial, Fifth Third Securities, and MB Financial Bank. He is also involved with Thai Triad Inc. outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

Matthew Lenerville is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory work, he is involved in ecommerce as the owner of Net Brands, LLC, and participates in marketing and sales for Fae Forest Fungi, LLC, a gourmet and medicinal mushroom business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and long-term asset allocation benchmarks.

Brian Michel is a financial advisor with Edward Jones in Sugar Grove, IL, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of advising, he serves as president of the Capitol Professional Center Association. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Curt Karas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Cetera since 2014 and has served as Township Assessor for Sugar Grove since 2018. Outside of advisory work, Karas is involved in local nonprofit organizations, including serving as treasurer for the Sugar Grove Kiwanis and the Sugar Grove Cemetery Association. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to third-party money managers and employs a range of portfolio management and financial planning services across various program structures.

Michael O'Neill is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at The Northern Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and over 15,000 branch offices.

Aaron Kramer is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Kramer serves as an assistant boys and girls tennis coach for the Oswego School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a large network of financial advisors and branch offices across the United States. The firm offers various advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.