John Gedwill is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fifth Third Securities and Fifth Third Bank for over a decade. 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 management services through a large network of advisers and integrates both advisory and non-advisory financial solutions.

Allison Glover is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at the same firm from 2024 to 2026. Her professional focus is on assisting clients in pursuing their long-term financial goals through tailored strategies, portfolio guidance, and retirement planning. Allison's approach involves developing customized financial plans that align with her clients' individual needs and objectives. Outside of her professional work, she engages in activities such as cooking and baking, spending time with family, attending social events with friends, reading, and running.

Brian Vallow is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and multiple divisions of Morgan Stanley, spanning nearly a decade. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on stable income sources and tax-aware withdrawal strategies.

Thomas Picchi is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Northpoint Financial Group, where he continues to maintain an affiliation. Outside of his advisory role, he operates TKP Consulting Ltd, his own S Corporation that manages his business expenses, and works as an insurance agent handling fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced tools and offers a variety of investment programs and third-party manager options.

Aleece O'Connell is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding a Series 66 designation and 11 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Michael Alaimo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and methodologies to support its advisory services.

Eileen Carrero is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been associated with Cetera since 2003 and also operates Eileen Carerro Financial Services, LLC, which offers tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing upwards of $256 billion in assets.

Wesley Shipe is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2017. Prior to that, he was employed at Western Courier and Shipe Construction. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jeffrey Dingman is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Fidelity Investments since 2010 and a prior year at Edward Jones. Outside of his advisory work, he serves as a Golf Committee Member at Edgewood Valley Country Club in La Grange, Illinois. He works with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Colette Beaumont is a financial advisor with Equitable Advisors in Lisle, IL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. Her prior roles include positions at Assetmark Financial, Millennium Trust Company, First Trust Portfolios, and Calamos Advisors. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diverse asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michelle Jennings is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Jennings also serves as a trustee and co-trustee for investment-related trusts in Illinois and Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Tyler Iller is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including City National Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to help clients develop tailored plans.

Pamela Tattas is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Ashack Law Group for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Scott is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2012 in various roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and may include ESG considerations.

Ryan Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has recently transitioned into the industry, having worked previously at RJ Reynolds Trade Services from 2009 to 2025. Outside of his financial advisory role, he serves as a board member for the Crooked Lakes Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse 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.

Charles Franckowiak Jr. is a financial advisor at Merrill with 34 years of industry experience. He has been with Merrill since 2013 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president on the board of directors for South Pointe Swim Club of Naperville, a member-owned nonprofit swim and clubhouse facility. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Warner is a Series 66-licensed financial advisor with Edward Jones in Hinsdale, IL, and has 13 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of financial advisors and branch offices nationwide.

James Cronin is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Eric Anstedt is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He previously worked at Edward Jones for six years and Producer Resources, Inc. for two years. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports a large network of investment adviser representatives who utilize both proprietary and third-party strategies.