Peter Wilmot is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. His prior experience includes roles at Opus Wealth Partners, LLC, MSI Financial Services, Inc., and Waterstone Financial Group, Inc. Outside of his advisory role, he is involved with PWA Tax Services, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment approaches including proprietary and third-party model portfolios, and offers a broad suite of financial and non-advisory services.

Jean Lacour is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He previously worked at Wayne Hummer Investments for 17 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning and investment consulting primarily on a non-discretionary basis.

Michael Furness is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has over a decade of experience with LFK Group LLC. In addition to his advisory role, he assists as a portfolio manager for Horse Cove Partners, providing back-office support for daily trading processes. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and has over $256 billion in assets under management.

Ashar Khan Mohamed Khan is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and freelance finance consulting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, with portfolio implementation supported by internal and third-party managers.

Kamlesh Thakrar is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, and has also operated Kris Kumar & Associates, a tax preparation and accounting business, since 1985. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and more than $256 billion in assets under management.

Seth Kunio is a financial advisor with Ameriprise in Warrenville, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked in education at West Aurora High School and Jewel Middle School. He is also a student research assistant with Michigan State University’s GlobalEdge international business center. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cynthia Jaracz is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffery Harper is a CFP® professional with 37 years of industry experience. He is currently affiliated with LPL Financial and has held roles at Good Life Advisors, LLC, Level Four Advisory Services, LLC, Opus Wealth Management Group, and MSI Financial Services, Inc. Outside of his advisory work, he is involved in agricultural activities, including overseeing the raising and selling of cattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors with diverse investment strategies.

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.

Siara Spaulding is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments, J.P. Morgan Securities, and Thrivent Investment Management Inc. She has also held positions outside finance at Gap Inc. and Banana Republic. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

David Hanson is a financial advisor at OSAIC with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and Forty Four Financial. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a variety of brokerage and advisory services, featuring model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

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.

David Odell is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at multiple firms including Delco Financial Group, Inc., and Summit Financial Group Inc. Odell is a trustee of the David/Carol O'Dell Family Foundation and the O'Dell Family Fund, both charitable nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored 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 that includes both affiliated and third-party managers.

Charles Baier is a financial advisor with LPL Financial in Lisle, Illinois, holding the CFP® and ChFC® designations and over 20 years of industry experience. His prior work includes roles at Good Life Advisors, LLC and MSI Financial Services, Inc. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Jennifer Lymangood is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. It offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Connor Cigrand is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes positions at Creative Financial Staffing Inc and Amazon.com, Inc. He studied at Iowa State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mark Triscik is a financial advisor with Raymond James & Associates holding the Series 66 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, UBS Financial Services, Merrill, and LaSalle Financial Services. He is based in Naperville, IL. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Bozett is a financial advisor at Edward Jones with 5 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Fifth Third Bank for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Armand Prestidge is a financial advisor with Ameriprise in Elburn, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as treasurer on the board of directors for Kaneland Youth Softball Little League and coaches youth softball. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Timothy Hurst is a financial advisor at Morgan Stanley with 26 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley and its affiliated entities since 2008, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Prior to that, he spent eight years at Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both standalone and employer-sponsored financial planning services.