Judith Schlosser is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates resources such as the Global Investment Committee’s analyses into its planning process.

Laura Bare is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at LPL Financial since 2021. Her prior experience includes roles with BNI Business Networking International and Valerie Janke. She has been involved with professional networking and collaboration organizations throughout her career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing a range of discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Allison Tomasetti is a financial advisor with Edward Jones in Glen Ellyn, IL. She holds a Series 66 designation and has been with Edward Jones since 2018, bringing one year of industry experience. Prior to joining Edward Jones, she worked at Etro Outlet Chicago from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than 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, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ronald Kot is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Cetera since 1998 and has operated his own tax accounting and audit services business since 1977. Kot also serves as a board member and treasurer of the Stonegate West Community Association in Aurora, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and custodial relationships.

Bradley Rist is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Mesirow Financial Inc. and Lincoln Financial Distributors. Outside of his advisory work, he serves as co-secretary on the parent teacher organization board for Horace Mann Elementary in Oak Park, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with research-supported model portfolios.

John Weitzel is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling, with a notable focus on non-discretionary advisory services.

Joshua Zaccanti is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Northwestern Mutual and has a background in education at Northern State University and local schools in Geneva, IL. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Donald Nelson is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over a decade within various Wells Fargo entities since 2009. Outside of advising, he is a founder of a nonprofit providing scholarship grants to community ministries and holds ownership interests in several business ventures, including manufacturing and horse trading. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net worth criteria, integrating advisory services with other financial products and referral channels.

Justin Yackey is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Vivid Seats, International Sports Management, and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gerald Muldoon is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is president of Gerald W Muldoon Group Inc., which manages the operations and finances of his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Zachary Pickren is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining J.P. Morgan in 2018. 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 applying an ESG eligibility framework in its recommendations.

Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.

Karen Feinblatt is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities in Wheaton, Illinois. She has been with JP Morgan Chase Bank, NA since 2013. Outside of her advisory role, she is involved in managing farmland rentals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Philip Schlitter is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at National Life Group and Equity Services Inc, as well as work related to Bradley University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alexander Gendron is a CFP® professional with 10 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Vivian Skawinski is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios through a systematic process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Reider is a CFP® with 23 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Phillip Sitar is a financial advisor with Ameriprise in Chicago, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, he serves as the Treasurer on the Board of Directors for the Manhattan Condo Association. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Its approach includes a centralized consulting team that provides non-discretionary, research-based recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Emily Werner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Her background includes roles at Acceptance Now (Rent a Center LLC) and teaching positions at Utah Valley University and Moraine Park Technical College. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.