Bruce Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 1983. He founded The Anderson Group in 1990 and serves as a qualified Portfolio Manager in the Merrill Investment Advisory Program. His role involves helping clients with financial strategy, retirement planning, portfolio management, and investment strategies tailored to their specific needs. Bruce's expertise encompasses areas such as college education planning, divorce transition planning, legacy planning, managing new wealth, tax minimization, and retirement income. He applies conservative wealth management strategies aimed at wealth preservation and employs a customized approach that prioritizes understanding client goals and providing clarity on financial options. He holds a Bachelor's Degree from the University of Illinois and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bruce is involved with the University of Illinois Alumni Association and participates in charitable fundraising and volunteer activities with United Way. He lives in Wheaton with his wife, Kenna, and enjoys fishing, hunting, reading, skiing, spending time with family, and woodworking.

Vern Ehlers Jr. is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves as Co-Treasurer on the Board of Directors for the Ranchview Elementary Home and School Association. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Lawson Frank is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at The Schreiber Group, Equity Services Inc, and National Life Group. Outside of finance, he is involved in managing an auto body shop and co-owns a weekend gravestone cleaning business in Naperville, IL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored through comprehensive research and planning tools.

Stephen Defilippis is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Cetera since 1998 and is the owner of DeFilippis Financial Group LLC. In addition to his advisory work, he serves as president and treasurer of local office condominium associations and is involved in disability and fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Stephen Carew is a financial advisor with Primerica Advisors in Carol Stream, Illinois, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Primerica Advisors since 1993 and operates a CPA practice concurrently. Outside of advising, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading to BNY Mellon Advisors while maintaining oversight of investment models.

Jeffrey Scheithe is a CFP® with 41 years of industry experience, currently advising at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 14 years and has operated Scheithe & Associates, Inc. since 1980. He is president of SAI Financial Services Inc. and Advisor Edge Financial Group LLC, both involved in financial and investment planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisors. The firm integrates brokerage and advisory services with various investment platforms and uses asset-allocation tools and risk-tolerance analyses to construct portfolios incorporating multiple asset classes.

Alexander Pankow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. Outside of his advisory role, he is a 33% partner in Breakout Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Maday is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having been with J.P. Morgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader organization offering a wide range of product types.

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Danielle Marshall is a Series 66–licensed financial advisor with Edward Jones in Wheaton, IL, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bethany Mullen is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. She previously worked at Axa Advisors and Weeks Financial Group. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Gregg Smallen is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Oswego, Illinois. Gregg has been with Edward Jones since 1993. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Donald Cheval is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses, and has 32 years of industry experience. His prior roles include positions at Merrill Edge/Bank of America, Gwfs Equities/Empower Retirement, and Mariano's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Lindsey Lyons is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 securities licenses and is based in Naperville, IL. Lyons has been associated with Edward Jones since 2011. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Gregory Mcroberts is a CFP® and ChFC® with 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. He is also involved with Westpoint Associates and the Wpfg Foundation. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager options and educational seminars.

Jeffrey Turner is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Federated Investors and multiple affiliated entities from 2012 to 2019 before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients primarily through a centralized consulting team and emphasizes managed accounts and affiliated fund selections in its advisory approach.

Kanita Ganic is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes positions at Triad Financial Services and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to registered investment companies and utilizes systematic methodologies alongside AI and long-term asset allocation benchmarks.

Monika Peroustiyski is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Monika is based in Naperville, IL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Michael Klover is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses and has been operating Klover & Co, a tax preparation and bookkeeping service, since 2016. He is also involved with the Channahon Park District, where he has served since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Donald Hopp is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and Hopp Wealth Management. He serves as a board member and co-trustee of the Florence B & Cornelia A Palmer Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program options tailored to individual and institutional clients.