Aaron Kramer is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Kramer serves as an assistant boys and girls tennis coach for the Oswego School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a large network of financial advisors and branch offices across the United States. The firm offers various advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Zack Meyer is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, having entered the industry in 2024. Prior to joining Edward Jones, he worked in various roles across medical and business solutions companies. Outside of financial advising, he serves as a JV head coach for the Oswego Hockey Club. 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. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kosta Tanglis is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He previously worked at JP Morgan Chase for nine years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Alexander Gallegos is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, BMO Harris Financial Advisors, and Edward Jones. Outside of his advisory role, Gallegos is active in his community as Vice President of the Riverside Chamber of Commerce, a Director of the Riverside Township Lions Club, and a Trustee on the Riverside Village Board of Trustees. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Charles Lazzara is a financial advisor with UBS Financial Services in Plainfield, IL, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Yolanda Perez is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Bank of America Merrill Lynch and JP Morgan Chase. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment programs and strategies.

Ricardo Martinez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he serves as a Communications Specialist and Operations Planner in the United States Marine Corps. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, providing non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Vinay Bajaj is a financial advisor with Ameriprise in Lisle, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advisory work, Bajaj is involved in several real estate ventures as a part owner or member of multiple LLCs. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team in partnership with its financial advisors.

Paula Sheffield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at Cetera, Fifth Third Bank, and JP Morgan Securities. Outside of advisory work, she is involved with Partnerland LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Geoffrey Coons is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and five years of industry experience. He has been associated with LPL Financial since 2018 and also works with The Accounting Place and Planned Financial Independence Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nadine Gordon is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 licenses. She has 44 years of industry experience, including prior roles at A. G. Edwards & Sons, Inc. from 2005 to 2008. Gordon has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to support diversified investment solutions.

Andrew Umbach is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 21 years of industry experience. He has been with Cetera and its affiliated entities since 2014, including roles at First Allied Advisory Services and First Allied Securities. Outside his advisory work, he is involved as an independent contractor in Social Security analyses and other financial-related activities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jennifer Grzeskiewicz is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include seven years with First Trust Advisors L.P. and eleven years at Advisors Asset Management, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with a range of financial products and referral channels.

Aaron Lathrop is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches CrossFit classes at a local gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and $1.01 trillion in assets under management.

Victoria Vandeleur is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at UBS Financial Services and Morgan Stanley. Outside of finance, she was involved with the Sports Performance Volleyball Club for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Adam Underhill is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Shorewood, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment services under a fiduciary standard.

Mitchell Sullivan is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. for six years. His work history also includes roles in logistics, financial services, and campus recreation. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing various managed account strategies and third-party managers through a multi-advisor platform.

Jason Stallmann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Wells Fargo Clearing and Citigroup Global Markets. He has ownership interests in two investment-related firms based in Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning using proprietary research and tools, covering diverse needs including retirement, education, risk, and specialized planning areas.

Timothy Hoag is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with six years of industry experience. He worked at Draper and Kramer, Inc. for 15 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Wisla is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Before joining Ameriprise in 2022, he worked for seven years at Northern Illinois University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.