Christine Miller is a financial advisor with Raymond James & Associates in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2012 and previously worked at Petco in 2017. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Eric Anderson is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for Central States Funds for nine years. Outside of his advisory work, he serves as a volleyball referee for local outdoor sand volleyball leagues. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Fernando Ereneta is a financial advisor with Raymond James Financial Services Advisors Inc. in Warrenville, IL, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with Raymond James since 2009. Outside of advisory work, he owns several office and residential rental properties, including the office condos where his business operates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools, supporting clients through its advisory programs and maintaining a broad advisor network.

John Pezzullo is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has worked with Cetera since 2000 and is also a certified public accountant owning Jonlyn and Associates, a CPA firm. Outside of advisory work, Pezzullo is involved in several real estate management and development ventures and engages in health product sales through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services, supported by a broad network of over 10,000 advisors and substantial assets under management.

Margaret Welsh is a financial advisor with Raymond James & Associates in Naperville, IL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James, she worked at Chase Bank for six years and Cottonwood Financial for four years. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Flavia Cardozo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Ryan Von Borstel is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2024. Ryan focuses on creating and implementing personalized financial plans tailored to his clients' goals. His professional experience encompasses investment consulting and private client banking. Ryan approaches finance with the understanding that money is a personal matter and aims to work collaboratively with clients to address their financial objectives. Outside of his professional responsibilities, Ryan enjoys camping, parenthood, reading, scuba diving, and volunteering.

Rodney Pikul is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Pikul serves as a board member and secretary for the Carol Stream Chamber of Commerce, where he helps organize and promote events and participates in board decisions. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm offers a range of investment strategies, advisory programs, and affiliated financial products, supported by a nationwide network of financial advisors and branch offices.

Benjamin Bjork is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. His credentials include the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Charles Black III is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he has experience as a print model for an outdoor apparel company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic analyses covering a broad range of planning topics, with the option to integrate planning and managed-account services under a consolidated billing arrangement.

Roy Cook Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Dugan & Lopatka Wealth Management, Cetera, Raymond James Financial Services, and SAGE Private Wealth Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and resources.

Lance Clemens is a CFP®-certified financial advisor with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Clemens serves as an Illinois director for the Veteran's Golf Association, overseeing 20 veteran golf events. 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.

Dominica Katsoudas is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley, she held various roles in healthcare marketing and academic institutions, including positions at Klick Health, Eversania Intouch, and Northwestern University Feinberg School of Medicine. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Heather Henderson is a financial advisor at Edward Jones in Lisle, IL, holding a Series 66 credential with three years of industry experience. Prior to her current role, she worked for the American Society of Composers, Authors and Publishers for eight years. She is also involved with AmSpirit Business Connections, where she assists local networking chapters in growing their membership. 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 investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Mitchell Rottier is a financial advisor at Raymond James Financial in Geneva, IL, holding a Series 66 designation with three years of industry experience. His career includes roles at Morton Private Wealth Strategies, Inc. and Raymond James Financial Services, Inc., as well as prior positions in education and business. Rottier assists clients and develops new relationships in his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among similar large institutional advisors.

Andrea Grant is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing 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 firm-approved tools and methodologies.

Kevin Hanley is a financial advisor at Morgan Stanley with 28 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board and finance committee of Old St. Patrick's Church and chairs the Carts and Caddie Committee at the Oak Park Country Club Board of Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes structured discovery conversations without providing individual security recommendations as part of standalone plans.

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.

Virginia Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while serving individual investors rather than institutional pension or profit-sharing plans.