Paul Caputo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at BMO Bank, N.A., The Prudential Insurance Company of America, and Mutual of Omaha Investor Services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Pine is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. from 2016 to 2018. Based in Naperville, IL, he provides financial advisory services through Edward Jones. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anna Bloom is a financial advisor with OSAIC based in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Advisor Services Group since 2010 and is a 50% owner of the firm, where she also provides consulting and compliance services. Outside of her advisory role, she is a commissioned notary and has held part-time positions unrelated to investment activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage a range of investment products on discretionary or non-discretionary terms.

Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.

David Erickson is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2007 and worked previously at A. G. Edwards & Sons, Inc. from 2005 to 2007. He serves as Vice President of the Yorkville Chamber of Commerce and is a member of the Oswego Police Pension Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Donna Enright is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. 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, and various institutional investors.

Poonam Trivedi is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Michael Sullivan is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Bank of America and Merrill. His current role includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.

James Forcucci is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1990. Outside of advising, Forcucci is involved in executive leadership and management through ownership of Legacy Solutions, Inc., which provides operational services for financial advisors, and he serves on the board of a local office condominium association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Janssen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has dedicated over 25 years to serving clients. Since joining the firm in 1997, he has focused on helping clients develop customized strategies to meet their unique financial goals. His areas of expertise include divorce transition planning, education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jeffrey holds a Bachelor's Degree in Finance from Northern Illinois University. He also holds the designation of Personal Investment Advisor (PIA). Born and raised in Naperville, Illinois, Jeffrey resides there with his wife and their three children. Outside of his professional role, he actively coaches his children in various sports and enjoys basketball, biking, chess, football, hiking, soccer, and spending time with his family.

Charles Cucuras is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including VOYA Financial Advisors, Cetera Advisor Networks, and PPG Industries. Outside of his advisory work, he is involved in sales management for a chemical distributor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven portfolios and various institutional platforms.

Malcolm Todd is a CFP® professional with 39 years of experience in the financial services industry. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. His other business activities include part-time involvement in sales of loan products and home security and automation referrals through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Aaron Tokh is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Citigroup. J.P. Morgan Securities 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.

Randall Hanson is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortis Investors, Inc. since 1991. Hanson is also the owner of Forty Four Financial, LLC, a financial advisory business he has operated for over 28 years, involving traditional life insurance and fixed annuities. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, institutions, and charitable organizations. The firm offers integrated brokerage, investment advisory services, and access to multiple advisory platforms, using asset-allocation tools and third-party money managers to construct tailored portfolios.

Carroll Klotz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Stifel Independent Advisors, LPL Financial, Wayne Hummer Investments, and Citicorp Investment Services. Outside of advisory work, he operates a tax preparation service. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models and third-party managers, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Hullinger is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at BMO Bank NA, JP Morgan Chase Bank NA, and Capital One Auto Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools and a broad platform that includes both advisory and non-advisory financial services.

Sagar Thakkar is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has been involved in his own financial services firm since 2019. In addition to his advisory role, Thakkar is active in real estate leasing and sales through One Real Estate Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Paul Payne II is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory work, he has an ownership interest in Reactor 88 Studios, a movie production company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

David Bucciferro is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Service for 23 years prior to joining Osaic in 2024. Bucciferro is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions.