Aaron Feinblatt is a financial advisor with Ameriprise in Batavia, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2001. Outside of his advisory role, Feinblatt manages several business entities related to the operations and management of his financial practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Bruce Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Adisa Hadzic is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also affiliated with JPMORGAN Chase Bank, N.A. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jasmine Flores is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. She has worked at several firms including Bank of America and Merrill prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Stefan Borso is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for nine years before joining LPL Financial and GreenState Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Gerald Rienton is a Financial Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and creating tailored financial plans. He has been with Fidelity Investments since 2019, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Gerald worked as a Personal Banker at JPMorgan Chase Bank and U.S. Bank. Throughout his career, Gerald has developed expertise in financial planning and client relationship management. He emphasizes building relationships based on trust, reliability, and curiosity, utilizing Fidelity's tools and resources to support clients and their families in achieving their financial objectives.

Vicky Campbell is a financial advisor with Raymond James & Associates in Naperville, IL, holding CFP® and Series 63 designations and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of advising, she owns and operates Resurrection Ranch, a facility that offers horse boarding and riding lessons. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser supporting a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and draws on diverse portfolio management styles and affiliated research.

Jennifer Kaehu Hervai is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her work history includes positions at JPMorgan Chase Bank, N.A. and Bank of America. 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 in its approach.

Gregory Farber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, and previously held roles at T2 Asset Management and Calamos Wealth Management. In addition to his advisory role, he is also employed by J.P. Morgan Bank, where he offers bank products such as deposit and credit services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Joel Carlsen is a financial advisor with Morgan Stanley in Lisle, Illinois, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in trust services based in Dover, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Richard Machaj is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2021, with additional experience at Charles Schwab Bank, SSB. His background also includes roles at the Catholic Order of Foresters, Hamilton's Pub, Lewis University, and Franciscan Village. 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 management using multi-asset model portfolios, with centralized custody and order-routing capabilities.

George Torres Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, he spent ten years at FirstCash Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Kevin King is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at JPMorgan Chase Bank and JP Morgan Securities for a combined 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Alyssa O'Brien is an Investment Consultant with experience in financial planning and client services. She has worked as a Planning Consultant at Fidelity Investments from 2023 to 2025, and previously held roles as an Associate Advisor at Allworth Financial from 2021 to 2023, and as a Client Associate at Ceres Wealth from 2020 to 2021. In her approach to financial planning, Alyssa focuses on assisting clients in achieving success in their financial journeys by providing excellent client service and leveraging her resources and team to create tailored financial plans. She emphasizes educating clients on their plans to help them understand financial concepts and better prepare for retirement. Outside of her professional work, Alyssa enjoys board games, fitness activities, social events with friends, puzzles, and traveling.

John Schimanski is a financial advisor at Edward Jones in Plainfield, IL, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Eric Swanson is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and over seven years of experience in the insurance and financial services industry. His prior roles include positions at USLI and Allstate, as well as experience at White Deer Run Golf Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing structured, collaborative planning engagements without investment discretion.

Vanessa Carrillo is a financial advisor at J.P. Morgan Securities with one year of advisory experience and a Series 66 designation. She has been with JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gregg Vann is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at James T. Borello & Co. for seven years before joining LPL Financial in 2018. Outside of advisory work, he is involved in tax preparation and accounting through Admiral Advisory Group. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to research, model portfolios, and various investment strategies.

Kristin Nendza is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at First Women's Bank of Chicago and Busey Bank. She serves as secretary on the St. Alphonsus/St. Patrick School Athletic Board and is involved in independent sales of cosmetics and activewear through social media. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.