Aaron Richards is a financial advisor at Ameriprise with 28 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Richards holds Series 63 and Series 66 licenses and operates out of Plainfield, Illinois. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to support client planning.

Wei Yang is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining MassMutual in 2019, Yang worked at New York Life Insurance Company and its affiliate NyLife Securities LLC for 18 years. Outside of advising, Yang serves as chairwoman of the board for a nonprofit community organization (ANCA) and volunteers on the external advisory board for Northeastern Illinois University alumni. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of programs including asset management, money-manager solutions, and educational seminars.

Christopher Goebel is a financial advisor with Ameriprise in Lombard, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Frank Brotto is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his current role, he collaborates with clients to develop customized financial plans that align with their individual investment objectives. He emphasizes understanding each client's priorities to construct clear and actionable strategies aimed at pursuing their financial goals. Prior to his current position, Frank held roles at Fidelity Investments including Investment Consultant (2022-2023), Relationship Manager (2022), and Financial Representative (2021-2022). This progression reflects his experience in financial services and client relationship management. Outside of his professional work, Frank has personal interests in cooking and baking, football, gardening, golf, and snowboarding.

Jason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also teaches at a local community college in North Aurora, IL, a role he has held since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains specialized programs for municipal advisory and employer retirement plans.

Dale Costello is a financial advisor at Ameriprise with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he has worked at several firms including Rozovics Wealth Management, Avantax Advisory Services, and Cetera Financial Specialists. Outside of advising, he serves on the board of the Median Shrine Board and chairs the Bloomingdale Advisory Council. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement plans and ongoing income advice with a focus on dependable income and tax-aware withdrawal strategies.

Paul Kalafut is a CFP® and ChFC® with 19 years of experience in the financial services industry, all with Edward Jones since 2007. He is based in Shorewood, IL. In addition to his advisory role, he serves on the Holy Family Catholic School Board, where he helps establish policy and oversee the operating budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

David Bradley is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2006. Outside of advisory work, he writes term life insurance through Producers Financial Group Midwest on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maredith Houk is a financial advisor with Raymond James & Associates in Naperville, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, LLC and David A. Noyes And Company. Raymond James & Associates 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, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Jamie Prodehl is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation. Prior to joining Edward Jones in 2026, Prodehl worked at Sable Creek Homestead LLC, Citgo Petroleum, and Starcon International. 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 large network of financial advisors and branch offices nationwide.

Christian Virelli is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Mark Yackey is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 1991. Outside of his advisory role, he serves as president of Word of Truth Ministries and is a board member of the Danada Condo Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and investment recommendations supported by internal research and third-party data.

Seth Cooper is a CFP® and ChFC® with 11 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2015. He is based in Joliet, IL. Outside of his advisory role, he owns residential rental properties, including one held for his daughter’s college housing. Edward Jones is a full-service wealth management firm that supports over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Andrew Sitkiewicz is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Waterstone Financial Group, Inc. for seven years. His additional activities include occasional sales of non-variable life insurance through an outside agency and managing a family LLC that owns a non-rental vacation property. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and participant-level retirement advice, utilizing model portfolios, third-party subadvisors, and customized strategies.

Anthony Raso is a financial advisor with Fidelity in Naperville, IL, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Mark Mazman is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, Mazman volunteers as a swim coach for North Central College's swim team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Brian Hennessy is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He previously worked at CETERA Advisor Networks LLC for five years before joining LPL Financial in 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with tools including model portfolios, third-party subadvisors, and institutional platforms, supported by technological resources for operational and research purposes.

David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Deron Shymkewich is a financial advisor with LPL Financial who holds the CFP® designation and has 33 years of industry experience. His prior roles include positions at SPC, Sigma Financial Corporation, and Ameriprise. He is also involved in Shymkewich Wealth Management, Inc., a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategies implemented by its network of investment adviser representatives.

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.