Brian Zdeblick is a financial advisor at Ameriprise with 11 years of industry experience. He previously worked at Fidelity Investments and Nuveen Investments. He serves on the Board of Directors for the Tri City Chargers Youth Football organization as a volunteer. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security options within an investment framework influenced by affiliated product offerings.

Stephanie Ross is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. Her prior roles include six years at Edward Jones and leadership of Stephanie Hartke Agency, Ltd., an insurance agency she managed until 2019. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools to create tailored recommendations across various planning areas including retirement, education, and business-owner transition planning.

Hollis Henry is a Financial Consultant at Fidelity Investments, a position held since 2022. Prior to this role, Hollis served as an Independent Financial Coach and District Leader at PFS Investments in 2021. In these capacities, Hollis focuses on developing custom financial strategies by understanding clients' unique goals and challenges through active listening and collaboration. Hollis emphasizes building lasting relationships rooted in empathy and trust, working closely with clients and their families to clarify their current financial positions and future aspirations. Outside of work, Hollis is engaged in family activities and enjoys fitness, golf, music, and parenthood.

Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Halm is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved with Halm Rentals LLC, managing rental properties, and holds a shareholder interest in Pivotal Health, a home health services company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Flentge is a Series 66 licensed financial advisor with Edward Jones in Geneva, IL, where he has worked for 14 years. His entire professional experience has been with Edward Jones since 2012. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Kellett is a financial advisor with LPL Financial in Bristol, IL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc., with an ongoing affiliation at The Financial Group since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with affiliated JPMorgan Chase entities since 2010. Outside of his advisory role, he is involved with Vacation Lab, a venture he joined in 2026. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its investment recommendations.

Kevin O'Hara is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the boards of Loaves & Fishes and Special Spaces, including a position as Board Chair for the latter. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Jennifer Flood is a financial advisor with Merrill in Naperville, IL, holding a Series 66 designation and four years of industry experience. She has been with Merrill since 1999. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Rzepka is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, following 19 years at Broker Dealer Financial Services Corp. Additionally, he serves as president of Comprehensive Financial Management, LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and with 21 years of industry experience. She previously worked at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to advisory work, she provides CPA and tax preparation services through her own firm, Moser Tax Services LLC. 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 broad range of financial planning and advisory programs with access to model portfolios, third-party subadvisors, and technology-driven solutions.

Sharon Kracke is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1998 and holds Series 63 and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform allows access to a wide set of products and services beyond typical advisory offerings.

Guillermo Delfin Jr. is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Delfin serves as a board member of the Philadelphia Senior Golfers of America. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides brokerage and investment advisory services through a network of advisers, utilizing asset-allocation tools, risk assessment, and third-party money managers to offer a range of portfolio management options.

Sunil Seth is a financial advisor with Raymond James & Associates in Aurora, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James since 2012 and is also involved with the Project Management Institute since 2023. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations using proprietary research and planning tools, serving both retail and institutional clients with a range of advisory programs.

Jenine Mehr is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Outside of her advisory work, she is an independent distributor for doTerra. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patrick Sullivan is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1984 and has been associated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is also active as a broker in health insurance through S.P. Services, Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative, goal-based planning supported by firm-approved analytical tools.

Tom Prybylo is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following five years at Cetera Advisor Networks. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Louis Sanfilippo is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 66 and Series 63 credentials and 15 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Co since 2018, following six years at The Financial Resource Network. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kevin Frank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for sixteen years at Valley Honda and had a brief tenure at Advantage Acura of Naperville. He is based in Naperville, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.