Michael New is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial since 2021 and has also worked at BMO Harris Financial Advisors since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including retirement plan consulting and model portfolios, supported by proprietary research and third-party strategies.

Jacob Page is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Wells Fargo for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lori Galbraith is a financial advisor with LPL Financial in Oswego, IL, holding a Series 66 designation and with 10 years of industry experience. Her work history includes roles at LPL Financial, Fifth Third Securities, First Midwest Bank, and Waddell & Reed, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Styczen is a financial advisor with LPL Financial in Lisle, IL, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Spc and Sigma Financial Corporation from 2011 to 2023. He also owns StyCzen Financial Inc., an entity used for tax and investment purposes. 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, with discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Gabriel Siracusano is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and is based in Naperville, Illinois. He has been with Wells Fargo Advisors since 2023 and has a background as a student spanning 20 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations using Wells Fargo research and planning tools.

Diane Williams is a financial advisor at LPL Financial with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services. She also operates Susan S. Lewis, Ltd., where she prepares individual income tax returns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with diverse model portfolios and research resources.

Cheryl Duncan is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where she has worked since 2012, accumulating 13 years of industry experience. She is also associated with Nature's Sunshine Products, a nutritional supplements business. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Miguel Jimenez is a financial advisor with J.P. Morgan Securities, holding the ChFC® and Series 66 credentials and bringing 27 years of industry experience. He previously worked at TIAA and TIAA-CREF for 13 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Troy Wallace is a financial advisor with Stifel in Naperville, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2001. Outside of his advisory role, he serves as a board member for Earthen Vessels Outreach, an inner-city after-school mentoring program in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Yiqing Dong is a financial advisor at Ameriprise with six years of industry experience. Before joining Ameriprise, Dong worked at the National Immigration Forum and World Relief Corp. Dong serves on the boards of A Rocha USA and World Relief, contributing to nonprofit governance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, non-discretionary recommendations with an emphasis on tax efficiency and asset management within Ameriprise accounts.

Michael Mcgriff is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Fidelity Investments and its affiliates since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Michael Seagren is a Certified Financial Planner® affiliated with Wells Fargo Advisors in Naperville, IL, with 19 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory work, he is involved in musical entertainment through Bradley Hides Music LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning options. The firm offers tailored recommendations supported by Wells Fargo research and tools, integrating advisory services with other financial products and referral channels.

Hugh Coonrod Jr. is a CFP® credentialed financial advisor with 42 years of industry experience, currently associated with LPL Financial. He has worked at Linsco/Private Ledger Corp since 2010 and is the sole owner of Coonrod Financial Services, through which he provides securities and insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Thomas Hennessy is a financial advisor with LPL Financial in Naperville, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Cetera Advisor Networks LLC and John Matsock & Associates. He is also involved with Matsock Financial Inc., a business related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management approaches supported by research and model portfolios.

James Filson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 41 years of industry experience. His career includes long tenures at Waddell & Reed and various insurance carriers, followed by a brief period at EMRJ, LLC before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Bryan Parrish is a financial advisor with Charles Schwab in Naperville, IL, holding the Series 66 designation and eight years of industry experience. He previously worked at First Command Advisory Services and related entities from 2016 to 2023, and briefly at Geiger Wealth in 2019. Outside of his advisory role, he is involved in property ownership unrelated to brokerage or agent activities. 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, utilizing multi-asset model portfolios and a formal alternative investment due diligence process.

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes 16 years at 7-Eleven, Inc. Outside of advising, he is involved in non-investment activities such as driving for Play Poker Chicago. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers an advisory approach supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Mcgavin is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and Harris Investor Services Inc. In addition to his advisory role, Mcgavin is licensed as an insurance agent specializing in fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party investment managers, employing various tools and platforms to create diversified investment portfolios.

Lorilyn Prestidge Davtian is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, with prior experience at Can Font, Brix Tavern, and Southern Hospitality. Outside of her advisory role, she serves on the board of Maayan School and is involved in retail sales and vacation rental operations through ALG Global Solutions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax strategies. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Staci Bodtke is a financial advisor with Edward Jones in Naperville, IL. She holds the Series 66 designation and has experience at Mutual Federal Bank, Wells Fargo Home Mortgage, and US Bank Home Mortgage. Bodtke joined Edward Jones in 2023. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.