Richard Machaj is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2021, with additional experience at Charles Schwab Bank, SSB. His background also includes roles at the Catholic Order of Foresters, Hamilton's Pub, Lewis University, and Franciscan Village. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, with centralized custody and order-routing capabilities.

George Torres Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, he spent ten years at FirstCash Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Kevin King is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at JPMorgan Chase Bank and JP Morgan Securities for a combined 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Alyssa O'Brien is an Investment Consultant with experience in financial planning and client services. She has worked as a Planning Consultant at Fidelity Investments from 2023 to 2025, and previously held roles as an Associate Advisor at Allworth Financial from 2021 to 2023, and as a Client Associate at Ceres Wealth from 2020 to 2021. In her approach to financial planning, Alyssa focuses on assisting clients in achieving success in their financial journeys by providing excellent client service and leveraging her resources and team to create tailored financial plans. She emphasizes educating clients on their plans to help them understand financial concepts and better prepare for retirement. Outside of her professional work, Alyssa enjoys board games, fitness activities, social events with friends, puzzles, and traveling.

John Schimanski is a financial advisor at Edward Jones in Plainfield, IL, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Eric Swanson is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and over seven years of experience in the insurance and financial services industry. His prior roles include positions at USLI and Allstate, as well as experience at White Deer Run Golf Club. 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, and educational seminars, providing structured, collaborative planning engagements without investment discretion.

Vanessa Carrillo is a Series 66-licensed advisor at J.P. Morgan Securities with over 25 years of experience at JPMorgan Chase Bank, N.A. She has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors.

Gregg Vann is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at James T. Borello & Co. for seven years before joining LPL Financial in 2018. Outside of advisory work, he is involved in tax preparation and accounting through Admiral Advisory Group. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to research, model portfolios, and various investment strategies.

Kristin Nendza is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at First Women's Bank of Chicago and Busey Bank. She serves as secretary on the St. Alphonsus/St. Patrick School Athletic Board and is involved in independent sales of cosmetics and activewear through social media. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Johnsen is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Johnsen is involved in managing staff and operations within his financial planning practice through his role at Prestidge Johnsen Operations, LLC. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kathy Schickerling is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is involved in raising and managing a small herd of show cattle as an independent contractor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Thomas Puccinelli is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.

Mollie Cremens is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Ryan Mc Neill is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked for Natixis Advisors, LLC and Natixis Distribution, LLC for 16 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public-finance services, and specialized consulting solutions.

Jacob Roberts is a financial advisor at Thrivent Investment Management with credentials including the Series 66 designation and one year of industry experience. His background includes roles at several churches between 2016 and 2025 and most recently at Resurgence Strength before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics, delivered through a network of financial advisors.

Patrick O'Donnell is a financial advisor with Raymond James & Associates in Naperville, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016 and is involved as a managing partner in a family business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and other entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining various portfolio management styles and affiliated research.

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.