Cheryl Duncan is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, where she has worked since 2012, accumulating 13 years of industry experience. She is also associated with Nature's Sunshine Products, a nutritional supplements business. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Miguel Jimenez is a financial advisor at J.P. Morgan Securities with the designations ChFC® and Series 66, and has 27 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following 13 years at TIAA and TIAA-CREF and four years at Charles Schwab. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative screening and qualitative research, offering investment recommendations that incorporate ESG eligibility considerations and leverage the firm’s broader derivatives and commodities capabilities.

Alan Delcorse is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at LPL Financial since 2013 and has prior experience with Highpoint Advisor Group, Uhlmann Investment Management, and Calamos Advisors. Delcorse also engages in insurance sales, contracting as a broker for term, whole life, universal life, and long-term care insurance through outside agencies on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with technology and operational tools.

Troy Wallace is a financial advisor with Stifel in Naperville, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2001. Outside of his advisory role, he serves as a board member for Earthen Vessels Outreach, an inner-city after-school mentoring program in Pittsburgh. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Yiqing Dong is a financial advisor at Ameriprise with seven years of industry experience. She has held roles at Ameriprise since 2019 and previously worked at the National Immigration Forum and World Relief Corp. Dong serves on the boards of A Rocha USA and World Relief, contributing to nonprofit governance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Mcgriff is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments since 2012, following roles at Valic Financial Advisors, TIAA-CREF, LaSalle Financial Services, and DWS Investment Management Americas. Mcgriff is based in Naperville, Illinois. His firm, Strategic Advisers LLC—a Fidelity Investments company—provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios and serves in advisory roles to multiple registered investment companies.

Michael Seagren is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to this role, he worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory work, he is involved in musical entertainment through a business called Bradley Hides Music LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Hugh Coonrod Jr. is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial. He previously worked at Linsco/Private Ledger Corp for 16 years and Transamerica Financial Advisors, Inc. for 2 years. He is the sole owner of Coonrod Financial Services, which offers securities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology and a broad network of over 22,800 advisors.

Thomas Hennessy is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Cetera Advisor Networks LLC and John Matsock & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with research and operational tools.

James Filson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc. and various insurance carriers for over three decades. 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, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Matthew Reynolds is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with LPL Financial and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bryan Parrish is a financial advisor with Charles Schwab in Naperville, IL, holding the Series 66 designation and eight years of industry experience. He previously worked at First Command Advisory Services and related entities from 2016 to 2023, and briefly at Geiger Wealth in 2019. Outside of his advisory role, he is involved in property ownership unrelated to brokerage or agent activities. 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 guidance, utilizing multi-asset model portfolios and a formal alternative investment due diligence process.

Eric Lederman is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services Advisors and Clear Track Financial Advisors from 2017 to 2025, and at Wayne Hummer Investments, LLC from 2016 to 2017. He is also a commissioned notary public in the state of Illinois. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by proprietary research and technology tools.

Vincent Arena is a financial advisor with Merrill located in Naperville, IL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work history includes roles at Bank of America N.A., E*TRADE Securities LLC, and Comcast. Outside of his advisory role, he is involved in managing two business ventures: Arena Connections LLC, focused on real estate investment and property rehabbing, and Vinstar Ventures LLC, where he is a general partner managing an Amazon decoration sales business. 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 strategies designed by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 63 and Series 65 licenses and with three years of industry experience. His prior work includes roles at the IRS and a long tenure at 7-Eleven, Inc. Outside of advisory work, he is involved with Play Poker Chicago on a part-time basis. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Michael McGavin is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Harris Investor Services, Harrisdirect, and UBS Financial Services. In addition to his advisory role, he is also licensed as an insurance agent selling and servicing fixed insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of discretionary and third-party managed investment options.

Lorilyn Prestidge Davtian is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, with prior experience at Can Font, Brix Tavern, and Southern Hospitality. Outside of her advisory role, she serves on the board of Maayan School and is involved in retail sales and vacation rental operations through ALG Global Solutions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax strategies. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Staci Bodtke is a financial advisor with Edward Jones in Naperville, IL. She holds the Series 66 designation and has experience at Mutual Federal Bank, Wells Fargo Home Mortgage, and US Bank Home Mortgage. Bodtke joined Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michelle Hurst is a financial advisor with Merrill in Lisle, IL, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 1998. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Kelleher is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 designations and with 34 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill, as well as an extended tenure at Highpoint Advisor Group and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.