Ronald Kot is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Cetera since 1998 and has operated his own tax accounting and audit services business since 1977. Kot also serves as a board member and treasurer of the Stonegate West Community Association in Aurora, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and custodial relationships.

John Weitzel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joshua Zaccanti is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Northwestern Mutual and has a background in education at Northern State University and local schools in Geneva, IL. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ariel Monsivais Jr. is a CFP® with 30 years of industry experience and is currently affiliated with Cetera. His career includes roles at LPL Financial, CUNA Brokerage Services, and Grainger. Outside of financial services, he has experience in customer service at Lowe’s Home Improvement, where he worked for several years. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Donald Nelson is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and serving clients for 33 years. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of advising, he founded Yes We Can 1, an organization that provides scholarship grants to community ministries. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services through a broad menu of options tailored to clients meeting certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels, providing a range of planning and implementation solutions.

Justin Yackey is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Vivid Seats, International Sports Management, and Northwestern Mutual. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gerald Muldoon is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is president of Gerald W Muldoon Group Inc., which manages the operations and finances of his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Kimberly Burbank is a Series 66 credentialed financial advisor with seven years of experience at Thrivent Investment Management and prior experience at Marquette Bank spanning 17 years. She serves as a board member for Love Smiles, a nonprofit organization supporting pediatric cancer patients and their families through storytelling and care packages. Additionally, she is Vice President and a scholarship committee member of the Lincoln Way Area Business Women's Organization, which awards scholarships to local women pursuing higher education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s planning approach includes a broad range of topics and can be combined with its managed-account program under a consolidated billing option called “WealthPlan.”

Zachary Pickren is a Series 66-licensed advisor with J.P. Morgan Securities, based in Wheaton, IL, and has 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2018. 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 advisory approach combines quantitative and qualitative research to deliver non-discretionary, customized asset allocation advice and investment manager searches.

Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.

Karen Feinblatt is a CFP® with 21 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities. Her prior roles include positions at PNC Wealth Management, Natcity Investments, Inc., and Ameriprise. Feinblatt co-owns farmland that she rents out, dedicating limited time to managing this activity. 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 combines quantitative screening and qualitative research to build model asset allocations, with a range of services supported by affiliated investment-management entities.

Bill Heart is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked at Woodbury Financial Services for 17 years, followed by tenures at OSAIC and 1717 Capital Management Company. Outside of his advisory role, he operates an eBay sales business. 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.

Philip Schlitter is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at National Life Group and Equity Services Inc, as well as work related to Bradley University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alexander Gendron is a CFP® professional with 10 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Vivian Skawinski is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Fidelity Brokerage Services LLC since 2017 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios through a systematic process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Reider is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2008. 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 approximately $671 billion in assets through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Ryan Sharp is a financial advisor with Edward Jones in Lockport, IL, holding CFP® and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Sitar is a financial advisor with Ameriprise in Chicago, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, he serves as the Treasurer on the Board of Directors for the Manhattan Condo Association. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. Its approach includes a centralized consulting team that provides non-discretionary, research-based recommendations combining modeling and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Mark Tsoulos is a CFP® professional with 11 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes positions at MetLife Securities Inc and MassMutual Life Insurance Company. Outside of his advisory roles, he was involved with Soccer Shots, a youth soccer program, from 2012 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative, goal-oriented planning engagements.