Frank Szafranski is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Szafranski serves on the Board of Directors for the Darien Study Center. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Sheila Mc Farland is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameriprise since 2018 and previously held roles with various insurance carriers and firms including Waddell & Reed. Outside of her advisory role, she is involved with Ninth Ave LLC as a client service manager. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide non-discretionary, tax-efficient withdrawal recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Timothy Holubik is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Megent Financial, Lincoln Financial Advisors, and World Financial Group. Outside of financial services, he serves as a firefighter and EMT with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options and reported over $256 billion in assets under management.

Colleen Barry is a financial advisor at Cetera with Series 63 and Series 65 licenses and approximately one year of industry experience. Prior to joining Cetera, she has held various roles outside the financial industry, including positions in education and retail. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Flores is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Marcos Alvarado is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Peter Babich is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a commissioned notary public and occasionally provides notary services to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by proprietary research and third-party subadvisors.

Anthony Lodovico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at Edward Jones from 2015 to 2020. He is also involved with Valor Capital Partners LLC, an investment-related business. 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 advisory programs and financial planning services, with both discretionary and non-discretionary management options, supported by proprietary research, third-party subadvisors, and various portfolio management tools.

Allison Glover is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at the same firm from 2024 to 2026. Her professional focus is on assisting clients in pursuing their long-term financial goals through tailored strategies, portfolio guidance, and retirement planning. Allison's approach involves developing customized financial plans that align with her clients' individual needs and objectives. Outside of her professional work, she engages in activities such as cooking and baking, spending time with family, attending social events with friends, reading, and running.

Brian Vallow is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2024. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, algorithmic tools, and investment research, with enrollment criteria that require a minimum level of investable assets and a focus on managed account assets held at Ameriprise.

Ryan Peterson is a Series 66-credentialed financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007, based in Plainfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Aleece O'Connell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Tyler Iller is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bci Securities, City National Bank, First American Bank Wealth Management, and Valley National Bank Trust & Wealth Management. He is based in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment committee insights.

Pamela Tattas is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Ashack Law Group for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has recently transitioned into the industry, having worked previously at RJ Reynolds Trade Services from 2009 to 2025. Outside of his financial advisory role, he serves as a board member for the Crooked Lakes Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse 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 Cronin is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Scott Modell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks and TIC Financial. He is also a licensed agent in non-variable insurance products, including life, long-term care, fixed annuities, and disability insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and supported by research from internal and third-party sources.

Raul Santiago is a Financial Consultant at Fidelity Investments, where he currently works with clients to pursue financial freedom and achieve their financial goals. He focuses on building relationships to understand clients' needs, co-creating financial plans, and ensuring comfort with Fidelity and investment choices. Raul has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Citibank as a Personal Banker and Bank Teller from 2015 to 2021. Raul's experience spans various aspects of financial services, including investment consulting, relationship management, and personal banking. His approach to financial planning is influenced by a personal commitment to provide the kind of guidance he wished his own parents had received early in their lives. Outside of his professional work, Raul enjoys baseball, golf, soccer, traveling, and spending time with family and friends.

Lisa Gregori is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.