Matthew White is a financial advisor at J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at various J.P. Morgan entities since 2009. Outside of his advisory role, he owns a mobile food trailer business called The Coop and Scoop, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Eric Dusseault is a financial advisor with Edward Jones in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Merrill, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Brian Odell is a financial advisor with Cetera, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Summit Financial Group and Delco Financial Services, where he has also maintained ownership and operated a tax preparation business. He serves as a board member for New City Life Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and oversees more than $256 billion in assets across more than 10,000 advisors.

Michael Ramirez is a financial advisor at J.P. Morgan Securities in Aurora, IL, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple JPMorgan entities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes expertise in derivatives and commodities.

Edward Pizzo is a Series 66 licensed advisor at Edward Jones with five years of industry experience. His prior work includes roles at Hinsdale Bank & Trust, First American Bank, and a one-year period of unemployment. He serves as Treasurer for the Westwind Estates Homeowners Association in Minooka, IL. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Michael Gustafson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities since 2020 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates an ESG eligibility framework.

Shelly Sypien is a financial advisor at Equitable Advisors with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at firms including Morgan Stanley, Edward Jones, and Cetera. Shelly is also the owner of Family Focused Financial, LLC, which she operates alongside her advisory work. Equitable Advisors serves a broad client base including individuals, corporations, and institutions, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Michael Murray is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. His career includes roles at Elevate Private Wealth Management and Raymond James Financial Services, Inc. Outside of finance, he has been involved with Will County Brewing Company and Habitat For Humanity Will County. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advice using risk profiling and modeling tools and supports client implementation through its advisory programs and partners.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Inakshi Sukhani is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Prior to joining Edward Jones in 2021, she worked at US Bancorp Investments Inc. and US Bank from 2018 to 2021, and at JP Morgan Securities LLC and JP Morgan Chase from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

John Heim is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Aurora, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Michael Staehely is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Caterpillar for 11 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Prentice is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 33 years of industry experience. His career includes roles at Securian Financial Services, Financial Design Group, and positions managing his own firm, Prentice Financial Services, Inc. He is also involved in life settlements through approved vendors associated with Cetera. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Timothy Wagenknecht is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at E*TRADE Capital Management LLC, Wealth Watch Advisors, LLC, and Fortified Financial Services, Inc. Outside of his advisory work, he is a partner in Patriot Property Partners, LLC, a company formed to hold and maintain property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. Cetera Investment Advisers LLC serves a broad 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 large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Gerald Rife III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, US Waterproofing, and The Flying Locksmiths. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research, supporting a range of eligible investment strategies.

Brian Graf is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2011, having previously worked at Woodbury Financial Services and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.

Luis Solis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, Aurora University, and various retail and service positions. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Cherrington is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.