Anthony Raso is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. He is based in Naperville, IL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Mark Mazman is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, Mazman volunteers as a swim coach for North Central College's swim team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Qamil Dervishi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has been with J.P. Morgan Securities LLC since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Hennessy is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at CETERA Advisor Networks LLC for five years before joining LPL Financial in 2021. 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 advisers. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Deron Shymkewich is a CFP®-certified financial advisor with over 32 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Spc and Sigma Financial Corporation for 11 years each. He is also involved with Shymkewich Wealth Management, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bruce Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 1983. He founded The Anderson Group in 1990 and serves as a qualified Portfolio Manager in the Merrill Investment Advisory Program. His role involves helping clients with financial strategy, retirement planning, portfolio management, and investment strategies tailored to their specific needs. Bruce's expertise encompasses areas such as college education planning, divorce transition planning, legacy planning, managing new wealth, tax minimization, and retirement income. He applies conservative wealth management strategies aimed at wealth preservation and employs a customized approach that prioritizes understanding client goals and providing clarity on financial options. He holds a Bachelor's Degree from the University of Illinois and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bruce is involved with the University of Illinois Alumni Association and participates in charitable fundraising and volunteer activities with United Way. He lives in Wheaton with his wife, Kenna, and enjoys fishing, hunting, reading, skiing, spending time with family, and woodworking.

Vern Ehlers Jr. is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves as Co-Treasurer on the Board of Directors for the Ranchview Elementary Home and School Association. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Lawson Frank is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at The Schreiber Group, Equity Services Inc, and National Life Group. Outside of finance, he is involved in managing an auto body shop and co-owns a weekend gravestone cleaning business in Naperville, IL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored through comprehensive research and planning tools.

Stephen Defilippis is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Cetera since 1998 and is the owner of DeFilippis Financial Group LLC. In addition to his advisory work, he serves as president and treasurer of local office condominium associations and is involved in disability and fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Stephen Carew is a financial advisor with Primerica Advisors in Carol Stream, Illinois, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Primerica Advisors since 1993 and operates a CPA practice concurrently. Outside of advising, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading to BNY Mellon Advisors while maintaining oversight of investment models.

Jeffrey Scheithe is a CFP® with 41 years of industry experience, currently advising at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 14 years and has operated Scheithe & Associates, Inc. since 1980. He is president of SAI Financial Services Inc. and Advisor Edge Financial Group LLC, both involved in financial and investment planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisors. The firm integrates brokerage and advisory services with various investment platforms and uses asset-allocation tools and risk-tolerance analyses to construct portfolios incorporating multiple asset classes.

Alexander Pankow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. Outside of his advisory role, he is a 33% partner in Breakout Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Michael Maday is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having been with J.P. Morgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader organization offering a wide range of product types.

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Danielle Marshall is a Series 66–licensed financial advisor with Edward Jones in Wheaton, IL, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bethany Mullen is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC and Weeks Financial Group. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Gregg Smallen is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Oswego, Illinois. Gregg has been with Edward Jones since 1993. 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 more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Matthew Simpson is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Donald Cheval is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses, and has 32 years of industry experience. His prior roles include positions at Merrill Edge/Bank of America, Gwfs Equities/Empower Retirement, and Mariano's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.