Steve Cosme is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank NA and its affiliates since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager research, and customized performance reporting supported by centralized due diligence and proprietary capital market assumptions.

Jeffrey Lattimer is a financial advisor at Edward Jones in Naperville, IL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Jack Enright is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to provide financial planning and develop investment strategies. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative and Relationship Manager, gaining experience in client relationship management and financial advisory services. Jack's professional journey at Fidelity Investments has allowed him to build expertise in financial planning and investment strategy development. His progression from Financial Representative to his current role reflects his growing responsibilities and commitment to client service. Outside of his professional work, Jack has interests in baseball, comedy, fitness, football, museums, and outdoor adventures.

Patrick Mc Dermott is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Naperville, IL. 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 guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advisory work, Brauer is involved in tax preparation and accounting services as a CPA. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Amy Lanenga is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Prudential Equity Group, LLC, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Alexander Runge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Outside of finance, he has past experience running small businesses including Krema Coffee House and AC's Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Matt Byrne is a Financial Consultant currently working at Fidelity since 2021. Prior to this, he served as a Financial Advisor at Edward Jones from 2018 to 2021. In his role, Matt focuses on assisting individuals and families with their financial needs and goals by developing personalized plans based on a thorough understanding of their objectives. Matt holds an Arkansas Insurance License, which supports his work in the financial services field. Outside of his professional career, he has personal interests that include fitness, playing instruments, movies, music, running, and yoga.

Karen Foley is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research, and recommendations may include ESG criteria, supported by affiliated implementation and portfolio services.

Kevin Jensen is a Series 66-licensed financial advisor with Thrivent Investment Management in Woodridge, IL, where he has worked since 2005. He has 20 years of industry experience and has spent his career with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management. 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 planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Jess Carr is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2019, alongside his role at Charles Schwab starting in 2017. Prior to this, he had a brief tenure at Northern Trust and was involved with Insomnia Cookies for three years. Outside of his advisory work, he is a capital contributor to CarrBros LLC, a real estate-related venture. Charles Schwab serves a large client base, 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 advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jerry Dipert is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including roles at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is also an insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning processes.

Justin Lamonica is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Princor Financial Services Corporation, Principal Life Insurance Company, Guardian Life, and MSI Financial Services, Inc. He also operates LaMonica Financial Group, LLC, which provides life, disability, health, and long-term care insurance services. 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 a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive technology tools and a broad non-advisory financial services platform.

Benjamin O'dell is a Series 66-registered financial advisor with Cetera, bringing three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also involved with Delco Financial Group and related firms since 2012. Outside of advising, he engages in tax preparation and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Thomas Crosby is a financial advisor at Edward Jones with 14 years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Goldman Sachs & Co from 2015 to 2017. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Brian Serio is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual for nine years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Sara Brown is a financial advisor with Fidelity in Naperville, IL, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked at Fidelity Investments and its affiliates since 2015, with prior roles at TD Ameritrade and Harrisdirect. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including commodity pool operator registration and advisory roles for multiple registered investment companies.

Valerie Sitarz is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of finance, she has experience with tutoring and autism therapy services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management and fund advisory, and it employs systematic methodologies and oversight controls while also serving as an advisor to multiple registered investment companies.

Aaron Feinblatt is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in managing several business entities related to the operations of his financial advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income stability and tax-efficient withdrawal strategies.

Bruce Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.