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 at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

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.

Michael Bukala is the Vice President and Branch Leader at Fidelity Investments in Naperville. In his role, he leads and coaches his team to provide a financial planning experience to clients. He has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Investment Consultant, Financial Consultant, Assistant Branch Leader, and currently Branch Leader since 2022.

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.

Peter Lotridge is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE SECURITIES Inc from 2010 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Jeanette Hudepohl is a financial advisor at OSAIC with 34 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, she worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. for a combined 14 years and has operated Reisner Hudepohl Financial Services, Inc. since 2004, where she provides insurance sales and tax consulting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Daniel Wachs is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at Woodbury Financial Services Inc. for eight years before joining OSAIC in 2024. Wachs is also an independent insurance agent and owner of Perpetual Wealth Management LLC, a business focused on life insurance and premium finance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services, employing a range of portfolio construction tools and access to third-party managers and wrap programs.

Alonso Espino is a Series 66 credentialed financial advisor with six years of industry experience. He has worked at Fidelity Investments since 2023 and previously held a role at Merrill from 2019 to 2023. His background also includes positions outside finance, such as at In The Swim Pool Supplies and Wireless Choice. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs.

Jeffrey Delcorse is a CFP® professional with 16 years of experience in the financial industry. He has worked at LPL Financial since 2020, following 14 years at Envestnet Asset Management and 13 years at Portfolio Brokerage Services. Outside of his advisory role, he is involved with Equilibrium Financial Planning LLC, a tax and investment-related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor-facing technologies.

Brad Hansing is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2021, serving initially as a Central Relationship Manager, then as a Planning Consultant before his current role. Prior to joining Fidelity, Brad worked as a Financial Advisor at Financial Partners from 2003 to 2021. Throughout his career, Brad has focused on financial planning and client relationship management. He emphasizes a collaborative and educational approach, aiming to build trust through transparency and personalized strategies that align with clients' long-term goals. Outside of his professional responsibilities, Brad is interested in baseball, family activities, fitness, and music.