Mark Wielinga is a financial advisor with Stifel in Orland Park, Illinois, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at RBC Capital Markets Corporation from 2008 to 2017. Outside of his advisory role, he is involved in farming activities. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Ronald Breier is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Alexander Kubiak is a financial advisor with Cetera based in Orland Park, IL, holding a Series 66 designation and five years of industry experience. He has held roles at firms including PricewaterhouseCoopers and Antares Capital, and currently owns and operates Kubiak Wealth Partners, LLC, and Kubiak Wealth Management. In addition to his advisory work, he serves as a CPA providing tax and bookkeeping services through Kubiak and Kubiak CPAs Limited. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, diverse program options, and access to both affiliated and third-party managers.

Albert Lazaro is a financial advisor with Ameriprise in Joliet, IL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and 401k Benna, LLC. 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 with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Richard Madal is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he is a band member and serves as an elder and trustee at Holy Trinity Lutheran Church. 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 planning across a wide range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Paul Deimling is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with firms including Transamerica Financial Advisors and Megent Financial. He is also the owner of P. Deimling Consulting, Inc., a financial services business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.

Michael Pine is a CFP® with eight years of experience in the financial services industry. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. and Parsons Corporation. Pine is based in Naperville, IL, and holds the Series 66 designation. 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.

Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.

Megan Sowinski is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Old National Bank, LPL Financial, JP Morgan Chase Bank, J.P. Morgan Securities, Fisher Investments, Fidelity, and Strategic Advisors Inc. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Poonam Trivedi is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Timothy Nelson is a financial advisor at Edward Jones in Lemont, IL, holding the CFP® and CFA® designations with 20 years of industry experience. He has been with Edward Jones since 2011, totaling 15 years at the firm. 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, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eugene Paquette is a financial advisor with Cetera who holds a Series 63 designation and has 43 years of industry experience. He has been with Cetera since 2004 and operates Paquette Financial Services, which provides investment, retirement, and health insurance planning. Additionally, he prepares simple tax returns for a small number of elderly clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and third-party money managers.

Phillip Faso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He previously worked at Cetera and Wintrust Investments and is registered with the Series 66 credential. Outside of advising, he is involved in Dino's Food and Liquors, where he serves as a bartender. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to create tailored client recommendations.

Kevin Finlon is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Osaic in 2024, he spent 10 years with Pruco Securities LLC and The Prudential Insurance Company of America. He also operates a single-member LLC focused on selling life insurance and annuity contracts when appropriate. OSAIC Wealth Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various asset-allocation tools and supports portfolios with multiple investment types, managing accounts on both discretionary and non-discretionary bases.

Charles Cucuras is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Cetera Advisor Networks, PPG Industries, and Interstate Chemical Co., where he currently holds a sales management position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and third-party research to support discretionary and non-discretionary management.

Melissa Colby is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at TIAA and TIAA-CREF. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Gabriel Chavez is a financial advisor with Ameriprise in Woodridge, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves on the board of directors for the West Suburban Community Pantry and owns GJC Legacy & Associates, a practice management company. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stefanie Walthier is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies that align with each client’s financial goals, particularly in areas such as liquidity management, personal retirement planning, and retirement income. Stefanie leverages the investment insights of Merrill and the banking and lending solutions offered by Bank of America to help clients navigate changing market conditions. Stefanie holds a Bachelor's degree in Finance from Butler University, earned in 1992. She obtained the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2000 and holds additional professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her early career included roles as a financial advisor with Edward Jones from 1992 to 1995 and BMO Harris Bank from 1996 to 2004, where she worked with individuals and families on retirement planning. Since joining Merrill in 2004, Stefanie has been focused on a planning-oriented service model and was a founding member of the JLW Group advisory team in 2014, which provides planning, portfolio management, and client service. In addition to her professional work, Stefanie values community involvement and volunteers with local organizations. Her personal interests include cooking, gardening, and reading. Her professional philosophy emphasizes working collaboratively with clients to develop financial strategies that support their long-term goals.

Aaron Tokh is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Citigroup. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.