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 licenses and eight years of industry experience. He has been with Cetera and its related entities since 2025 and previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he owns Kris Kumar & Associates, a tax preparation, accounting, and bookkeeping business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures and custodial relationships.

Joel Billings is a financial advisor with LPL Financial in Geneva, Illinois, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he serves as a substitute teacher for the Geneva School District 304. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal and third-party research and a variety of investment strategies.

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.

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.

David Hanson is a financial advisor with OSAIC in Warrenville, IL, holding Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Woodbury Financial Services and Forty Four Financial. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

Eric Rentz is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his current role, he held positions at several organizations including Greentop Farms and Twitch. 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 advisory services through a large national network of financial advisors and branch offices.

Kinga Frick is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2009. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

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.

Joshua Resch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

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 Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Sara Mills is a financial advisor at Edward Jones in Geneva, IL, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Cynthia Aber is a financial advisor at Primerica Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1998. Outside of her advisory role, she owns Beanies & Booties, a business based in Lisle, Illinois. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Michael O'Neill is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at The Northern Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and over 15,000 branch offices.

Joe Krzyzewski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. His role involves providing financial guidance tailored to clients' individual goals and values. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Joe's professional approach emphasizes integrity and personalized service, focusing on helping clients make informed financial decisions. He is committed to understanding each client's unique financial situation to develop appropriate plans. Outside of his professional work, Joe enjoys family activities, fitness, football, golf, and hiking.