Stephen Middaugh is a financial advisor with Edward Jones in Lakewood, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a member of White Barn Door LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Brian Jensen is a financial advisor at Edelman Financial Engines with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Mutual Fund Store and Financial Engines Advisors L.L.C. Outside of advisory work, he is an investor in a legal marijuana farm and distribution business in California. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management options.

Paul Donato is a financial advisor with Ameriprise in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2011. Outside of advising, he manages a commercial real estate office used to support his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts and uses algorithmic automation overseen by a dedicated Retirement Income Oversight Committee.

Colleen Coonce is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she works as a fitness instructor for Jazzercise. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Julie Segerson is a financial advisor with Cambridge Investment Research Advisors in Arlington Heights, IL, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been associated with Cambridge Investment Research Advisors and related entities since 2004. In addition to her advisory work, Segerson serves as an independent insurance agent with Associate Planning Services, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, nonprofit organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary as well as third-party investment strategies.

Jane Martin is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones Investments from 2015 to 2024. Outside of her advisory role, she is a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management decisions.

Lisa Micklevitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Wells Fargo Clearing from 2008 to 2012. Outside of advisory work, she serves in a township role assisting with field inspections and property measurements. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

S. Randall Pavlatos is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Cetera and its affiliated entities since 1988 and is currently the owner of S. Randall Pavlatos Accounting & Financial Services, Inc., a financial and accounting services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets.

Mary Witte Tabbert is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial and First Midwest Bank. She is currently based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Martin Lefty is a financial advisor with Ameriprise in Glen Ellyn, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, delivered by a centralized consulting team in partnership with client advisors.

Paul Skowronski is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he specializes in areas such as college education planning, legacy planning, personal retirement planning, and portfolio management services. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul earned both his Bachelor's degree and Master of Business Administration (MBA) in Finance from DePaul University. He is involved with professional organizations such as the Bull Valley Golf Club and the Union League Club. Additionally, he contributes to the community as a mentor in the Alumni Sharing Knowledge (ASK) program at DePaul University. Outside of his professional work, Paul enjoys playing baseball, gardening, golfing, listening to music, reading, and spending time with his family.

Morgan Presterl is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Spectrum Center Inc. for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sumita Mishra is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2018 and previously spent four years with School District U-46. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hamza Akram is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and is also affiliated with JPMORGAN Chase Bank, N.A. He holds 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Jianxiong Peng is a financial advisor at Cetera with a Series 66 license. He has been associated with Cetera and its affiliated entities since 2025, and was previously involved with LNP Consultants LLC since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and operates a large network of independent advisors.

Altynai Sulaimanova is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has experience with firms including PFS Investments Inc. and Primerica Financial Services, and also has involvement in tax-related businesses. Sulaimanova's background includes roles in accounting and logistics. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies primarily managed by unaffiliated asset managers and operates with approximately 3,935 advisors and about $15.5 billion in assets under management.

Brittany Hafferkamp is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Paychex, Inc. for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Dorothy Murdock is a financial advisor at Cetera with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services and New York Life Insurance Co. Outside of her advisory role, she is an owner of Selah Ridge Wealth and is active as an insurance agent selling fixed insurance and health insurance products. 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 that includes 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.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Matthew Bappert is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Palatine, IL. His prior roles include positions at 1834 Investment Advisors Co. and Premier Asset Management LLC. He is also involved with BMO Bank in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.