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.

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.

Paul Kalafut is a CFP® and ChFC® with 19 years of experience in the financial services industry, all with Edward Jones since 2007. He is based in Shorewood, IL. In addition to his advisory role, he serves on the Holy Family Catholic School Board, where he helps establish policy and oversee the operating budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jeffrey Tromp is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He serves as a senior financial analyst at Navistar Inc., where he has worked since 2017, and he is involved with BMA Management, Ltd. since 2008. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, catering to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple managers.

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.

Seth Cooper is a CFP® and ChFC® with 11 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2015. He is based in Joliet, IL. Outside of his advisory role, he owns residential rental properties, including one held for his daughter’s college housing. Edward Jones is a full-service wealth management firm that supports over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Anthony Raso is a financial advisor with Fidelity in Naperville, IL, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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.

David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Giulio Liotine is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He brings extensive experience in financial services, having begun his career in 2002 and joined Merrill in 2009. Giulio specializes in managing personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Giulio served honorably in the U.S. Army and earned a Bachelor’s Degree from Eastern Illinois University. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Italian. Giulio’s approach centers on understanding his clients’ needs through close collaboration to craft customized financial strategies aimed at helping them pursue their goals. Outside of his professional commitments, Giulio spends time with his wife and children and enjoys activities such as biking, chess, golfing, hiking, reading, and running.

Cynthia Cooper is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Edward Jones since 2015. Outside of her advisory work, she owns a rental property listed on Airbnb. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is notable for its extensive national network of advisors and branches, as well as its affiliated financial services.

Michael Young is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor for an estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Alan Moravec is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on financial planning topics without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michael Maday is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering 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.

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Carson Walker is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, with prior experience at Bank of America and Merrill. Outside of his advisory work, he is a part-time rideshare driver for Uber and is involved in golf course maintenance at Ruffled Feathers Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and fiduciary services.