Susan Zick is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in delivering a comprehensive approach to wealth management that begins with understanding a client’s financial situation, family, and priorities. Susan collaborates with clients to create personalized strategies designed to be flexible and responsive to changing needs and market conditions. She also provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Her areas of focus include college education planning, divorce transition planning, legacy planning, LGBT wealth planning, management of new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Susan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her high school diploma from Benet Academy. Outside of her professional work, Susan has interests in boating, golfing, photography, reading, and scrapbooking. Her approach centers on understanding clients’ life priorities to develop financial plans aligned with their goals and aspirations.

Richard Ferrari is a financial advisor at Edward Jones in Wheaton, IL, with 31 years of industry experience and holding Series 63 and Series 65 designations. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved in real estate management and brokerage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Robert La Gesse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Emergent Safety Supply and Cox Enterprises. La Gesse serves on the Board of Directors for Elburn Youth Baseball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes annual written recommendation reports and tax-aware withdrawal strategies.

Catherine Cornille is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She previously worked at BMO Harris Financial Advisors and BMO Harris Bank before joining LPL Financial. 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 access to model portfolios, third-party asset management, and institutional platforms.

Erin Wikstrom is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2010. She holds leadership roles outside of her advisory work, including Treasurer and Board Member for the nonprofit Naperville Elderly Homes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management styles and municipal advisory capabilities.

Charles Jarvis is a financial advisor with Edward Jones in Wheaton, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Ausdal Financial Partners, Quasar Distributors, and Amplify Investments. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Krzysztof Szypcio is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2017, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Bank of America as a Relationship Manager and Relationship Banker from 2015 to 2017. Throughout his career, Krzysztof has focused on financial planning and client relationship management. He emphasizes a personalized approach to financial planning, aiming to understand clients' individual goals to co-create strategies tailored to their lives. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

William Christensen is a Series 66-registered advisor at Merrill with five years at the firm. His prior work experience includes roles at DSTP LLC and Home Depot. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bradley Brown is a CFP®-designated financial advisor with 10 years of industry experience, currently serving clients at Edward Jones in Geneva, IL since 2016. His tenure at Edward Jones encompasses a full decade in the wealth management field. 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 nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.

Anthony Sleezer is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Miami University of Ohio, Marmion Academy, and Holy Angels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Andrew Temple is a Certified Financial Planner® with nine years of industry experience. He is currently with Charles Schwab, having previously worked for Fidelity Brokerage Services for eight years. He holds Series 63 and Series 66 licenses. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jon Bippert is currently a Market Leader at Fidelity Investments, where he leads a territory of local Investor Centers. In this role, he offers financial and investment guidance to customers and supports Financial Consultants in customizing financial plans tailored to clients' unique needs. Jon has extensive experience at Fidelity Investments, having held various positions since 2010. His previous roles include Vice President and Branch Leader from 2016 to 2026, Assistant Branch Manager in 2016, Vice President and Financial Consultant from 2015 to 2016, Vice President and Senior Account Executive from 2012 to 2015, and Private Client Vice President and Senior Account Executive from 2010 to 2012. Outside of his professional responsibilities, Jon enjoys family activities, golf, and traveling.

Stephen Ciaccio is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Edward Jones from 2008 to 2010. In addition to his advisory role, Ciaccio operates a tax preparation and accounting business, providing tax planning, accounting advice, and related services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a broad network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, asset management, and institutional platforms.

Jignesh Chande 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 worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeffrey Burgess is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois. He holds the Series 66 and Series 63 designations and has 10 years of industry experience, all with MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the Board of Ambassadors for the American Cancer Society, helping to organize the annual "Chip Away at Cancer" golf outing, and leads a local networking group for business owners and entrepreneurs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, focusing on collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Kevin Krause is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrew Sessa Jr. is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Norina Farms, The Saloon, Exactus Advisors, and the University of Iowa. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, algorithm-assisted retirement planning recommendations.

Kyle Davis is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021, following prior roles at Fidelity Brokerage Services LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a co-owner of a real estate investment business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Keith Mendell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Chase Investment Services Corp. and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brian O Connell is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a managing member and 50% owner of Prime Strategies Group, LLC, and serves as secretary for Legacy Solutions, Inc., as well as a director on the board of the 1761 Park East Office Condominium Association. Ameriprise provides retirement-income planning services primarily for clients with significant 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 typical of a large institutional firm.