Eric O'Neill is a financial advisor with LPL Financial in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018 and has been self-employed since 1996. Outside of advisory work, he is involved in tax preparation and accounting services through his Financial ServiCenter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platform solutions.

Steven Dell is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent in various roles since 2020. Outside of his advisory work, Dell serves as an Associate Pastor of Youth Ministry at Grace Fellowship Church in Oak Forest, where he coordinates high school ministry programs and assists with other children's activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and planning without discretionary trading authority, focusing on a broad range of planning topics and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Krystal Tambling is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2018. Her current tenure at Stifel began in 2018. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Vaccaro is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Donna Wascher is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements typically structured as discrete projects.

Ewa Karim is a financial advisor with J.P. Morgan Securities in Frankfort, IL, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA, since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a quantitative and qualitative research approach.

Michael Edmonds is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at CGO Wealth Management and Edward Jones. Outside the industry, Edmonds is involved with MCE Capital, LLC, a non-investment-related business entity. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Robert Pomorski is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verax Biomedical for six years and Fresenius-Kabi (Fenwal) for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Henry Redd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management and Morgan Stanley Private Bank, and he is also employed by Intuit Inc while teaching at Aurora University. In addition to his advisory work, he operates HR Associates, a business providing tax preparation and accounting services. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Nicholas Taviani is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at New York Life and Hassett Commercial Moving & Storage, as well as teaching positions at Herrick Middle School and Downers Grove North High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside its financial advisors.

Kurt Berg is a financial advisor with Edward Jones in Frankfort, IL, holding Series 63 and Series 66 designations and having 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in property investment through KWDB, LLC, where he manages lot purchases and facilitates home building and sales in collaboration with a family member. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Hohbach is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked at LaSalle St Investment Advisors LLC and Edward Jones. Outside of his advisory role, he is involved in golf course duties at Copper Canyon Golf Course. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written recommendations based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team that collaborates with clients' financial advisors.

Chad Mc Cleary is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and has a long career background that includes sixteen years at Court Street Ford. Outside of his advisory role, he is an independent contractor financial advisor with Faber Financial Group. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, and institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on technology and specialized municipal and public finance work.

Jeff Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and at JPMorgan Chase Bank, N.A. since 2013. 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 selection, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG criteria in their investment recommendations.

James Tromp is a financial advisor with Cetera in Manhattan, Illinois, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Cetera and its affiliated entities since 1992 and also owns an accounting and tax practice, James E Tromp PC CPAs, which he has operated since 1981. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program and custodial options, managing over $256 billion in assets across more than 10,000 advisors.

Cataldo Panici is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously worked at Wayne Hummer Investments and Banc of America Investment Services, among other firms. Outside of his advisory role, he is involved with Wintrust Wealth Management in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services supported by a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Tromp is a financial advisor with Cetera, holding a Series 66 credential and 19 years of industry experience. He serves as a senior financial analyst at Navistar Inc., where he has worked since 2017, and he is involved with BMA Management, Ltd. since 2008. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, catering to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple managers.

Jeff Schimmelpfennig is a financial advisor with Stifel who holds a Series 66 designation and has 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent three years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Schimmelpfennig serves as Commissioner for the Chicagoland Collegiate Athletic Conference. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Meyers is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LaSalle St Investment Advisors LLC and Edward Jones. Outside of advising, he serves as treasurer on the board of directors for the Center of Hope and is involved in several business ventures including co-ownership of a retail business and an affiliate marketing company. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily focusing on assets held in Ameriprise Managed Accounts.

David Polimeros is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. His prior roles include work with Cetera Advisor Networks LLC and Financial Servicenter, a tax preparation and accounting business he is involved with alongside his advisory activities. 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 services, utilizing both proprietary and third-party strategies, and supports advisors with technology tools for operational and research functions.