Alyssa Sheehy is a financial advisor at Morgan Stanley in Lisle, IL, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Merrill Lynch, State Farm, and Echo Global Logistics. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, with clients responsible for plan implementation and updates.

Christine Miller is a financial advisor at Raymond James & Associates with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2012. Prior to joining Raymond James, she worked at Petco in 2017. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Michael Mahoney is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Cetera since 2004 and currently serves as president of Mahoney Advisors, P.C., a financial services firm. In addition to his advisory work, he operates a drone video business producing content for social media. Cetera Investment Advisers LLC provides a broad range of portfolio management and retirement services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients with various discretionary and non-discretionary program options.

Eric Anderson is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for Central States Funds for nine years. Outside of his advisory work, he serves as a volleyball referee for local outdoor sand volleyball leagues. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Fernando Ereneta is a financial advisor with Raymond James Financial Services Advisors Inc. in Warrenville, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns and manages several rental real estate properties and serves as CEO of Ereneta Financial Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive risk profiling and firm research.

John Pezzullo is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has worked with Cetera since 2000 and is also a certified public accountant owning Jonlyn and Associates, a CPA firm. Outside of advisory work, Pezzullo is involved in several real estate management and development ventures and engages in health product sales through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services, supported by a broad network of over 10,000 advisors and substantial assets under management.

Margaret Welsh is a financial advisor at Raymond James & Associates with two years of industry experience. She previously worked at Chase Bank for six years and Cottonwood Financial for four years. Welsh holds a Series 66 designation and is based in Naperville, Illinois. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Barry Krumwiede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior experience includes 14 years at J.P. Morgan Securities and operating Krumwiede Farms since 2000. He serves as a board member of Buckley State Bank, a for-profit institution. 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, and retirement consulting services, with access to model portfolios, research, and technology-driven investment strategies.

Flavia Cardozo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2008. 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 and investment management capabilities.

Patrick Windle is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at TIAA-CREF from 2005 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio construction. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methodologies in its investment process.

Ryan Von Borstel is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2024. Ryan focuses on creating and implementing personalized financial plans tailored to his clients' goals. His professional experience encompasses investment consulting and private client banking. Ryan approaches finance with the understanding that money is a personal matter and aims to work collaboratively with clients to address their financial objectives. Outside of his professional responsibilities, Ryan enjoys camping, parenthood, reading, scuba diving, and volunteering.

Rodney Pikul is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Secretary and Board Member of the Carol Stream Chamber of Commerce, where he participates in planning and promoting local events and keeps meeting minutes. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Bjork is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. His credentials include the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Kevin Kruse is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a board member for the Saint Charles Sportsmans Club, a nonprofit organization. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and a range of portfolio management options.

Charles Black III is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. He has been with Thrivent Financial since 2019. Outside of his advisory role, Charles has experience in print modeling for an outdoor apparel company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial planning topics without portfolio management for institutional clients. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option.

Matt Cole is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Green State Credit Union for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory programs supported by a large nationwide network of financial advisors and branch offices.

Matthew Gruszkowski is a financial advisor with Thrivent Investment Management in St Charles, IL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cottingham and Butler and McCoy Group, along with work at Great River Learning and TruSort. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services while keeping them separate.

Roy Cook Jr. is a financial advisor with LPL Financial and holds Series 65 and Series 66 credentials. He has 20 years of industry experience and previously worked at firms including Cetera and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing a range of management approaches and research resources.

Lance Clemens is a CFP®-certified financial advisor with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Clemens serves as an Illinois director for the Veteran's Golf Association, overseeing 20 veteran golf events. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dominica Katsoudas is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley, she held various roles in healthcare marketing and academic institutions, including positions at Klick Health, Eversania Intouch, and Northwestern University Feinberg School of Medicine. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.