Timothy Pearce is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2017. Outside of his advisory role, he serves as a committee member on the Finance Committee for the Village of Campton Hills. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model potential outcomes without providing individual security recommendations as part of standalone planning.

James Doherty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2018 and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dennis Zielinski is a financial advisor with Mass Mutual Investors Services in Saint Charles, IL, holding a Series 63 designation and 42 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1984. In addition to his advisory role, he owns a tax preparation business where he assists clients with personal tax returns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Robert Christensen is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at COUNTRY FINANCIAL for 14 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Brian Mcnamara is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2009, serving clients from St. Charles, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary research.

Giana Ferrari Ayers is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and has been president of the consulting firm Ferrari Resource Group, Inc. since 2013. Ayers is also involved in community support through her ownership of Neighborly Way, which provides counseling, resources, education, and social opportunities to community members. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

James Mc Greal is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 66 licenses and has been with Ameriprise Financial Services since 2017. Outside of his advisory role, he serves on the Board of Directors at Yorkfield Presbyterian Church in Elmhurst, Illinois. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning advice supported by a centralized team and proprietary research tools.

Matthew Kewenig is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services through its extensive network of investment adviser representatives.

Kristy Sullivan is a CFP®-certified financial advisor with Raymond James & Associates in Naperville, IL, bringing 19 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she serves as Treasurer and Board Member for the Career Networking Center, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting with a range of portfolio management options supported by extensive research and municipal advisory services.

Li Su Tan is a financial advisor at Cetera with 27 years of industry experience. She has worked with Cetera Investment Advisers and Cetera Financial Specialists since 2003 and is also the owner of Lisu L. Tan and Co., Ltd., a tax services firm she has operated since 1989. In addition to her financial work, she serves as president of the Pure Land Center and Buddhist Library in Naperville, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Natalie Kott is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and affiliated banking programs.

Alexis Benson is a Series 66-licensed financial advisor with Edward Jones in Geneva, Illinois, bringing six years of industry experience. She has been with Edward Jones since 2019 and previously worked in education and the food service industry. Outside of her advisory role, Alexis operates a digital Etsy shop offering downloadable content. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Mark Baleskie is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Sheila Baker is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at OSAIC, SagePoint Financial, Neaco Advisory, FSC Securities Corporation, Neader Insurance, and Third Street Advisors. Outside of her advisory work, she serves as a substitute teacher in her local district. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

John Rossini is a Series 66-registered financial advisor with Edward Jones in Bartlett, IL, with 11 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Kimberly Cipra is a financial advisor at Merrill with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Robert W. Baird and Coyle-Kiley Insurance Agency, Inc. She is currently based in Lisle, Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Leyden is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His career includes a long tenure at Waddell & Reed, Inc. from 1995 to 2021, as well as co-founding Joint Impact LLC, an independent 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, distinguished by its scale and integration of advisory and non-advisory financial activities.

Troy De Filippis is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2018 and is also the owner of an e-commerce business specializing in discount auto parts and accessories. Additionally, he co-owns a real estate limited partnership and provides tax preparation services through his financial group. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management programs and access to multiple third-party and affiliated money managers within a multi-manager platform.

Colin Marquardt is a financial advisor at Edward Jones in Elgin, IL, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for nine years at Libertyville Bank & Trust Co. Outside of his advisory role, he is a managing member of Blackhawk Property Investments LLC, which manages and leases rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Marko Govedarica is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.