Kathy Holtze is a financial advisor at Edward Jones in Wheaton, IL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Vance is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Naperville, IL. His work history includes roles at J.P. Morgan Securities since 2012, JP Morgan Chase Bank since 2018, and Chase Investment Services Corp. from 2007 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes unique regulatory registrations related to futures and security-based swaps.

Ronald Pryer is a Series 66-registered financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2014. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Hayde Antonio is a Financial Consultant at Fidelity Investments, a position held since 2020. In this role, Hayde works closely with clients to develop personalized financial plans tailored to their unique needs, utilizing Fidelity's technology and resources. Prior to joining Fidelity, Hayde gained extensive experience as a Private Client Banker at JP Morgan Chase from 2007 to 2020. This background provided a strong foundation in client relationship management and financial services. Outside of work, Hayde engages in various personal interests including family activities, gardening, music, traveling, and volunteering.

John Abrams is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding the ChFC® and Series 66 designations. He has 28 years of industry experience, including prior roles at A. G. Edwards & Sons, Inc. and Morgan Stanley Dw Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, while offering both brokerage and advisory solutions.

Joseph Book is a financial advisor affiliated with OSAIC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Woodbury Financial, LPL Financial, Itasca Bank, and Money Concepts Capital Corp. Outside of his advisory work, he owns and operates a disc jockey and musical entertainment business. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through various investment programs. The firm employs a model-based asset allocation and portfolio optimization approach and is notable for its scale, consolidation activity, and complex affiliate network.

Daniel Dorger is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Matthew Krajniak is a CFP®-designated financial advisor with 20 years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at Focus Financial, Royal Alliance Associates, and Waddell & Reed. Outside of his advisory work, he is a business owner of Midwest Motoring and is involved with the Leads Organization of Downers Grove Executives. 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 services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a network of over 22,800 advisors.

Terrence Porro is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Woodbury Financial Services, Inc., Valic Financial Advisors, and Ameriprise. Outside of his advisory role, he has been involved in selling traditional life insurance products since 1985. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization tools and supports various managed account strategies.

Jose Gallego is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he serves as a soccer referee for the Naperville Park District. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of program options that include financial planning, managed portfolios, and retirement plan consulting.

Luis Gonzalez is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, alongside his tenure at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Eric Saunders is a financial advisor at Edward Jones in Aurora, Illinois, with 31 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 65 certifications. Outside of his advisory role, he owns and maintains a commercial property in Aurora. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ann Mariani Issel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior roles include positions at Dorion-Gray Retirement Planning, Securities America Advisors, Mack Investment Securities, and Heritage Capital Management. She operates a DBA titled Professional Wealth Advisors for her LPL business. 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 range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Everett Thomas is the Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2021. In this role, he collaborates with leaders on strategies for their lifetime goals through benefits optimization, compensation, and wealth planning. Prior to his current position, he held various roles at Fidelity Investments, including Vice President, Wealth Planner (2018-2021), Financial Consultant (2015-2018), Investment Consultant (2014-2015), Financial Representative (2013-2014), and Trader for the Private Client Group (2010-2013). Everett holds a California Insurance License, which supports his professional practice in financial and wealth planning. Outside of his professional work, he engages in personal interests such as baseball, family activities, fitness, golf, and tennis.

Seth Wormley is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he serves on the board of the Association for Individual Development and is an elected member of the Kendall County Board. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tiffany Francis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2016. Outside of her advisory role, she owns a home décor business called The Home Embellisher, which serves friends and family with interior updates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation supported by affiliated entities.

Mark Byars is a CFP®-designated financial advisor with Raymond James & Associates, based in Naperville, IL. He has 16 years of industry experience and has been with Raymond James & Associates for 15 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and a range of portfolio management strategies.

Ajit Pant is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 19 years at Metlife Securities Inc. Outside of his advisory role, Pant is the founder and board member of the American Association of Engineers of Indian Origin, a nonprofit organization focused on educational, technological, and scientific interaction and networking opportunities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships emphasizing goal analysis and broad investment strategy recommendations.

Sharon Piet is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been affiliated with Raymond James since 2022. She is also associated with My Advisor & Planner LLC, where she serves as a wealth manager. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Terence Prokop is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023. Prior to this, he held positions at Westpoint/MassMutual Life Insurance Company and Denis Kelly/Wespoint/Mass Mutual, and has experience in education with Teach For America and local school districts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations within a non-discretionary framework.