Gregg Smallen is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Oswego, Illinois. Gregg has been with Edward Jones since 1993. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Matthew Simpson is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Donald Cheval is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses, and has 32 years of industry experience. His prior roles include positions at Merrill Edge/Bank of America, Gwfs Equities/Empower Retirement, and Mariano's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Lindsey Lyons is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 securities licenses and is based in Naperville, IL. Lyons has been associated with Edward Jones since 2011. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Gregory Mcroberts is a CFP® and ChFC® with 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. He is also involved with Westpoint Associates and the Wpfg Foundation. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager options and educational seminars.

Jeffrey Turner is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Federated Investors and multiple affiliated entities from 2012 to 2019 before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients primarily through a centralized consulting team and emphasizes managed accounts and affiliated fund selections in its advisory approach.

Jeffrey Ziemnik is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including roles at JPMorgan Chase Bank, N.A. prior to that. 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.

Kanita Ganic is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes positions at Triad Financial Services and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to registered investment companies and utilizes systematic methodologies alongside AI and long-term asset allocation benchmarks.

Thomas Hudepohl is a CFP® professional with 22 years of experience in financial advising. He is currently with OSAIC and has previously worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. He is also Vice President at Reisner Hudepohl Financial Services, where he provides tax preparation and tax advice services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with a variety of investment platforms, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing.

Monika Peroustiyski is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Monika is based in Naperville, IL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Shaun Ratay is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, Ratay coaches football for the District 304 Geneva Illinois School District. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Brian Olson is a financial advisor at Edward Jones in Elburn, Illinois, with five years of industry experience. He holds the Series 66 credential and previously worked at H&R Block, UPS Freight, ISBA Mutual Insurance, and Tsys Merchant Solutions. Outside of advising, he manages a small beekeeping operation, overseeing 10 hives and selling surplus honey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Truckenmiller is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016. 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. Its Institutional Consulting Services program delivers non-discretionary advice through a select group of Wealth Advisors.

Donald Hopp is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and Hopp Wealth Management. He serves as a board member and co-trustee of the Florence B & Cornelia A Palmer Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program options tailored to individual and institutional clients.

Quentin Price is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity since 2021 and previously held positions at Alight Solutions, Edward Jones, and Aon. Outside of his advisory role, he works as an independent contractor for a grocery delivery service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its involvement in advisory roles to registered investment companies and its use of advanced technologies in portfolio construction.

Brett White is a financial advisor with Ameriprise in Winfield, IL, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he owns and manages two non-investment-related businesses, DallasDukeDodgers Inc. and Absolute Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise Managed Accounts.

Kathy Darcy is a financial advisor at Stifel with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley Smith Barney LLC, Foreside Fund Services, and Willis Towers Watson. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Michael Sprenger is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. His practice is based in St Charles, IL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on income sources and tax-aware withdrawal strategies.

Connor Steadman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previously worked in the hospitality sector at several restaurants before beginning his career in financial services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools to analyze client goals and deliver recommendations.

Alan Reese is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure for its services.