George Teng is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Investors Services in 2017. Teng is also an insurance agent affiliated with MetLife Trails. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools.

Scott Lange is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2009 and has been affiliated with 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 with a variety 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.

James Zwingelberg is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Fox Valley Fire & Safety from 2015 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Burner Jr. is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a general partner in Burner Farms LP, a family farm in Naperville. 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, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gregory Pfaff is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Cetera since 1996 and operates an independent tax preparation business, Accounting & Tax Associates, which he owns and has run since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Charles Nunley is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with four years of industry experience. His work history includes positions at Wells Fargo Clearing Services, BDO USA LLC, and Sheffield & Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria.

Jesse Diaz is a financial advisor with Wells Fargo Clearing, holding CFP® and ChFC® designations and over 30 years of industry experience. He worked at UBS Financial Services from 2008 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Bivins is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports clients and their families by crafting personalized financial plans aimed at navigating complex markets and securing their financial futures. Prior to his current role, Michael worked as a Financial Representative at Fidelity Investments from 2023 to 2025 and at Modern Woodmen of America from 2022 to 2023. His experience spans various aspects of financial representation and investment consulting. Outside of his professional responsibilities, Michael's personal interests include beach activities, family activities, and music.

Alyssa Sheehy is a financial advisor at Morgan Stanley in Lisle, IL, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Merrill Lynch, State Farm, and Echo Global Logistics. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, with clients responsible for plan implementation and updates.

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.

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.

David Kirkby is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 1999. In addition to his advisory role, he is involved in tax preparation and accounting through Kirkby, Phelan & Associates, CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Kevin Kruse is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a board member for the Saint Charles Sportsmans Club, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and a range of portfolio management options.