Michael Bukala is the Vice President and Branch Leader at Fidelity Investments in Naperville. In his role, he leads and coaches his team to provide a financial planning experience to clients. He has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Investment Consultant, Financial Consultant, Assistant Branch Leader, and currently Branch Leader since 2022.

Brian Hacker is a financial advisor with LPL Financial based in Downers Grove, IL. He holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Cetera, Megent Financial, Fidelity Investments, Edward Jones, and Wells Fargo Clearing. He also operates a business entity, Brian Hacker LLC, for non-investment-related purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as LPL Research model portfolios and various strategic allocation options.

Daniel Mesch is a financial advisor with Edward Jones in Bartlett, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at the Village of Palatine Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sara Mills is a financial advisor at Edward Jones in Geneva, IL, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Cynthia Aber is a financial advisor at Primerica Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1998. Outside of her advisory role, she owns Beanies & Booties, a business based in Lisle, Illinois. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Karolina Szkaradek is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Eye Level and Custom Creative Remodeling. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework.

Chad Frantesl is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2024. He has prior business experience running Penguin Cleaning Services since 2010. 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 financial planning and investment management services through a large network of advisors, supported by various advisory platforms and technology tools.

Michael O'Neill is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at The Northern Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and over 15,000 branch offices.

Joe Krzyzewski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. His role involves providing financial guidance tailored to clients' individual goals and values. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Joe's professional approach emphasizes integrity and personalized service, focusing on helping clients make informed financial decisions. He is committed to understanding each client's unique financial situation to develop appropriate plans. Outside of his professional work, Joe enjoys family activities, fitness, football, golf, and hiking.

Peter Lotridge is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE SECURITIES Inc from 2010 to 2017. MassMutual 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, money-manager programs, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Jeanette Hudepohl is a financial advisor with OSAIC, holding the PFS™ designation along with Series 63 and Series 66 licenses, and has 34 years of industry experience. Her prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., Reisner Hudepohl Financial Services, Inc., and Sunamerica Securities, Inc. She is also president of Reisner Hudepohl Financial Services, Inc., which provides tax preparation and consulting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs supported by both proprietary and third-party strategies.

Daniel Wachs is a Chartered Financial Consultant (ChFC®) with 30 years of industry experience. He is currently affiliated with OSAIC and has held prior roles at Woodbury Financial Services, Uhlmann Investment Management, Perpetual Wealth Capital Management, and American General Securities. Outside of advisory work, he owns Perpetual Wealth Management LLC, a business focused on life insurance and premium finance, and serves as an independent insurance agent through multiple entities. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach relies on model-based asset allocation and portfolio optimization utilizing risk-tolerance assessments and third-party managers, supported by a complex network of affiliated broker-dealer, asset management, insurance, and trust firms.

Alonso Espino is a Series 66 credentialed financial advisor with six years of industry experience. He has worked at Fidelity Investments since 2023 and previously held a role at Merrill from 2019 to 2023. His background also includes positions outside finance, such as at In The Swim Pool Supplies and Wireless Choice. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs.

Jeffrey Delcorse is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Envestnet Asset Management, Inc. and Portfolio Brokerage Services, Inc. Delcorse is also involved in financial planning through a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brad Hansing is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2021, serving initially as a Central Relationship Manager, then as a Planning Consultant before his current role. Prior to joining Fidelity, Brad worked as a Financial Advisor at Financial Partners from 2003 to 2021. Throughout his career, Brad has focused on financial planning and client relationship management. He emphasizes a collaborative and educational approach, aiming to build trust through transparency and personalized strategies that align with clients' long-term goals. Outside of his professional responsibilities, Brad is interested in baseball, family activities, fitness, and music.

Brian Muehrcke is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Axa Advisors, Sequoia Wealth Management, Ausdal Financial Partners, and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and supported by affiliates.

Patrick Hagerty is a Financial Advisor at Merrill Lynch Wealth Management, where he has been since 2017. In this role, he works with families, business owners, and executives to help them achieve their financial goals by developing personalized plans tailored to their aspirations. Patrick leverages the offerings of Merrill and Bank of America to provide solutions that address his clients' evolving financial needs. Prior to joining Merrill Lynch Wealth Management, Patrick began his financial industry career in 2011, after earning his Bachelor's Degree from Saint Ambrose University. He has held positions at Scottrade and PNC Bank. His areas of focus include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Patrick holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Patrick is involved with the Lions Club. He lives in the Southwest Suburbs of Chicago with his wife and two sons. His personal interests include baseball, golfing, and spending time with his family.

Kevin Harvey is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at firms such as E*Trade Securities, Robinhood Financial, Bank of America, Merrill, J.P. Morgan, Edward Jones, TD Ameritrade, and Belvedere Trading. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Tyler Hagen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and Edward Jones. 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 portfolio programs, third-party asset management, and institutional platforms.

Randy Golembeck is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior experience includes positions at Harvard State Bank and Midwestern Securities Trading Co. LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and leveraging derivatives and commodities capabilities.