George Mannella II is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Citizens Securities, and Charter One Securities. Mannella is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and third-party manager selection.

Kathleen Morrissy is a financial advisor at Ameriprise with a Series 66 credential and nine years of industry experience. Her prior work includes roles at Waddell & Reed, various insurance carriers, and involvement with tax preparation businesses where she serves as the owner. Outside of advising, she operates a tax preparation service, Kathy Morrissy (Tax Prep), and assists with tax return preparation at Tom Morrissy (Tax Prep). Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes comprehensive written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Benjamin Johnson is a CFP® credentialed financial advisor with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, and previously spent seven years at LPL Financial and one year at Raymond James Financial Services. He is based in Naperville, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized manager solutions team, with an emphasis on eligible strategies and ESG considerations.

James Burke is a CFP® and holds the Series 66 designation. He has 14 years of industry experience, all with Edward Jones, where he has worked since 2012. He is based in Darien, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Erik Johnson is a financial advisor at Edelman Financial Engines in Mokena, IL, holding a Series 66 designation with 21 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C., The Mutual Fund Store, Chase Investment Services Corp., Natcity Investments, and Ameriprise. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a range of accounts and investment strategies.

Jean Paul Matiuk is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized due diligence team and includes specialized capabilities in derivatives and commodities.

Daniel Hawtree is a financial advisor with LPL Financial who holds the CFP® designation and has 38 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades with Sigma Planning Corp. and Sigma Financial Corporation. Hawtree also owns and operates a CPA business focused on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Gregory Davis is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Harris Investor Services and PRUCO Securities. Outside of his advisory role, he serves as the treasurer and dual signatory for the Wessex Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 both affiliated and third-party managers.

Sandra Hellstedt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nasser Zayed is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Harris Investor Services Inc., Harrisdirect LLC, and Morgan Stanley DW Inc. He operates in Clarendon Hills, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Cannan is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016 and also owns Yorkshire Financial Advisors Inc., a financial planning practice based in Downers Grove, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning, delivered through a network of financial advisors.

Michael Durkin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ben King is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of investment professionals within Fidelity Private Wealth Management. In this role, he provides high net worth clients with account administration and maintenance services and focuses on building lifelong relationships. Ben has a long tenure with Fidelity Investments, having served in various capacities since 1999. His experience includes roles such as Investment Consultant (2011-2022), Financial Representative (2009-2011), Retirement Brokerage Representative (2004-2008), and Participant Service Representative (1999-2004). This extensive experience underpins his expertise in wealth management and investment consulting. Outside of his professional career, Ben's personal interests include comedy, family activities, football, military service, and movies.

Andrew Sitkiewicz is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Waterstone Financial Group, Inc. for seven years. His additional activities include occasional sales of non-variable life insurance through an outside agency and managing a family LLC that owns a non-rental vacation property. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and participant-level retirement advice, utilizing model portfolios, third-party subadvisors, and customized strategies.

Magdalena Lacek is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at BMO Bank NA and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and investment management services through a broad network of advisors, providing access to model portfolios, third-party asset managers, and customized strategies.

Jillian Szafranski is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Robert Meyers is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LaSalle St Investment Advisors LLC and Edward Jones. Outside of advising, he serves as treasurer on the board of directors for the Center of Hope and is involved in several business ventures including co-ownership of a retail business and an affiliate marketing company. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily focusing on assets held in Ameriprise Managed Accounts.

Elijah Muhammad is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and accumulating 15 years of industry experience. His work history includes roles at PFS Investments, Inc., and multiple hospital systems. He is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports execution and custody through Pershing.