Lisa Micklevitz is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she serves as a notary public and assists her local township assessor with property inspections. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology solutions.

Martin Lefty is a financial advisor with Ameriprise in Glen Ellyn, IL, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, delivered by a centralized consulting team in partnership with client advisors.

Karen Kwiatkowski is a CFP® professional with 43 years of industry experience, currently with LPL Financial since 2021. She previously spent 39 years at Waddell & Reed, Inc., along with extensive experience in insurance agencies and tax preparation services. Outside of her advisory work, she has been involved in tax preparation and accounting. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Paul Skowronski is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, he specializes in areas such as college education planning, legacy planning, personal retirement planning, and portfolio management services. Paul holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul earned both his Bachelor's degree and Master of Business Administration (MBA) in Finance from DePaul University. He is involved with professional organizations such as the Bull Valley Golf Club and the Union League Club. Additionally, he contributes to the community as a mentor in the Alumni Sharing Knowledge (ASK) program at DePaul University. Outside of his professional work, Paul enjoys playing baseball, gardening, golfing, listening to music, reading, and spending time with his family.

Morgan Presterl is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Spectrum Center Inc. for five years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jose Solis currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of financial professionals focused on delivering a customer experience centered around financial planning. Prior to becoming Branch Leader, Jose worked as a Planning Consultant at Fidelity Investments from 2022 to 2025. His career in financial services also includes roles as a Financial Solutions Advisor at Merrill Edge from 2017 to 2022, a Financial Consultant at E*TRADE Financial from 2015 to 2017, and a Branch Service Representative at E*TRADE Financial from 2014 to 2015. He began his financial services career as a Relationship Banker at JPMorgan Chase Bank NA from 2011 to 2014.

Joseph O’Hare is a financial advisor with Ameriprise in Mount Prospect, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, supported by a centralized consulting team and algorithmic tools.

Altynai Sulaimanova is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has experience with firms including PFS Investments Inc. and Primerica Financial Services, and also has involvement in tax-related businesses. Sulaimanova's background includes roles in accounting and logistics. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies primarily managed by unaffiliated asset managers and operates with approximately 3,935 advisors and about $15.5 billion in assets under management.

Brittany Hafferkamp is a Series 66 licensed financial advisor at Wells Fargo Advisors with two years of industry experience. Prior to joining Wells Fargo Advisors in 2022, she worked at Paychex, Inc. for nine years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Dorothy Murdock is a financial advisor at Cetera with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services and New York Life Insurance Co. Outside of her advisory role, she is an owner of Selah Ridge Wealth and is active as an insurance agent selling fixed insurance and health insurance products. 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 that includes portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Matthew Bappert is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 1834 Investment Advisors Co., Premier Asset Management LLC, and BMO Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Charles Menges is a financial advisor at Ameriprise in Barrington, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Korpack, Merkle Korff Industries (a Nidec Company), Golfcritique.com, D&W Fine Pack, and Menges Roller Company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Ronald Kapraun is a financial advisor with Cetera in Schaumburg, IL, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Raymond James & Associates and Martingale Investment Group. Outside of advisory work, he is a partner in Kapraun Family Farm, LLC, and serves as a teacher aid providing religious education at Resurrection Catholic Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build custom strategies.

Dionne Braggs is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of advisory work, she owns a business entity that manages her practice expenses and is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, written retirement recommendations delivered by a centralized consulting team.

Erika Hoffman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she assists clients in understanding their comprehensive financial situations and helps clarify their future financial goals. Erika's experience at Fidelity Investments spans several positions, including Central Relationship Manager (2024-2025), Life Events Consultant (2023-2024), and Financial Representative (2022-2023). Through these roles, she has developed expertise in financial planning and client relationship management. Outside of her professional work, Erika has interests in museums, puzzles, and reading.

Rej Hoxha is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began in 2019 and includes experience as a Financial Advisor at Thrivent from 2021 to 2024, and as a Retirement Account Executive at Horace Mann Brokerage from 2019 to 2021. In his work, Rej focuses on developing and implementing wealth strategies to benefit clients and their families both currently and in the future. He leverages Fidelity's brand, technology, and financial planning resources, working alongside his team to provide approachable financial insights. Outside of his professional responsibilities, Rej has personal interests that include fitness, football, golf, caring for pets, and volunteering.

Steven Urosevich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. He is based in Schaumburg, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Samuel Ruiz is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to assist their clients in achieving financial clarity and confidence. He provides personalized guidance and planning services, helping individuals navigate key financial decisions, including retirement and investment strategies as well as long-term goal setting. His role focuses on simplifying complex financial topics and delivering actionable insights to empower clients throughout their financial journey. Samuel has held multiple positions at Fidelity Investments, beginning as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager in 2025, before assuming his current role as Planning Consultant in 2025. Through these roles, he has developed experience in supporting clients and advisors with financial planning and relationship management. Outside of his professional responsibilities, Samuel enjoys skiing, tennis, and traveling.

Robert Gajewski Jr. is a financial advisor at Edward Jones with seven years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Service Printing Corporation and Trend Graphics Inc. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services supported by a nationwide network of more than 23,000 financial advisors.