Aaron Kramer is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Kramer serves as an assistant boys and girls tennis coach for the Oswego School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a large network of financial advisors and branch offices across the United States. The firm offers various advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Zack Meyer is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, having entered the industry in 2024. Prior to joining Edward Jones, he worked in various roles across medical and business solutions companies. Outside of financial advising, he serves as a JV head coach for the Oswego Hockey Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kosta Tanglis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at JP Morgan Chase for nine years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to research and diversified investment strategies.

Peter Povinelli is a CFP® and ChFC® with 34 years of industry experience. He joined OSAIC in 2024 after 18 years at Woodbury Financial Services. He is also a licensed insurance agent and serves as a trustee of a family trust, managing trust assets and tax filings. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses comprehensive asset-allocation tools and supports various account management options and legacy platform transitions.

Michael O'Reilly is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, he was employed at Rosati's Pizza and Anselmo Lindberg and Associates. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities.

Alexander Gallegos is a financial advisor at OSAIC with 16 years of industry experience. He previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. Outside of his advisory role, he serves as Vice President of the Riverside Chamber of Commerce, is a director of the Riverside Township Lions Club, and is a trustee on the Riverside Village Board of Trustees. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Robert Stackhouse is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with firms including Investors Capital Corporation and RPS Financial, where he is also the owner and registered representative. Stackhouse has been associated with Cetera in various capacities since 2016. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Yolanda Perez is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Bank of America Merrill Lynch and JP Morgan Chase. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment programs and strategies.

Michael Procaccio II is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at multiple firms, including Pro Financial Services Group, Inc. and The Procaccio Corporation, and is involved in managing Jimmy John’s franchise operations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Vinay Bajaj is a financial advisor with Ameriprise in Lisle, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advisory work, Bajaj is involved in several real estate ventures as a part owner or member of multiple LLCs. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team in partnership with its financial advisors.

Paula Sheffield is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Cetera, Fifth Third Bank, and JP Morgan Securities. Outside of her advisory role, she is involved with Partnerland LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs combined with model portfolios and research from various sources.

Saroshah Jones is a financial advisor with J.P. Morgan Securities in Wheaton, Illinois, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, Jones worked at Northwestern Mutual in various roles from 2022 to 2025. Outside of finance, Jones is involved in interior design and home remodeling through employment with Boxwood Home Design and Cabinetry. 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. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Geoffrey Coons is a financial advisor with LPL Financial in Warrenville, IL, holding Series 65 and Series 63 designations and five years of industry experience. His prior work includes roles at Numark Credit Union and The Accounting Place, and he has maintained involvement with the Planned Financial Independence Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, supported by research and model portfolios, and provides both discretionary and non-discretionary management options.

Nadine Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Andrew Umbach is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 21 years of industry experience. He has been with Cetera and its affiliated entities since 2014, including roles at First Allied Advisory Services and First Allied Securities. Outside his advisory work, he is involved as an independent contractor in Social Security analyses and other financial-related activities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jennifer Grzeskiewicz is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include seven years with First Trust Advisors L.P. and eleven years at Advisors Asset Management, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with a range of financial products and referral channels.

Aaron Lathrop is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches CrossFit classes at a local gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and $1.01 trillion in assets under management.

Victoria Vandeleur is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at UBS Financial Services and Morgan Stanley. Outside of finance, she was involved with the Sports Performance Volleyball Club for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Gregory Berg is a financial advisor with Ameriprise in Geneva, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing customized written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Glenn Cohn is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial strategies aligned with their individual goals. He works alongside the Wealth Management Team to utilize Fidelity's comprehensive resources and provide goal-oriented guidance. He has professional experience as a Financial Consultant at Fidelity Investments since 2025, and previously served as an Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2022. Outside of his professional role, Glenn enjoys activities such as camping, comedy, exploring food, watching movies, parenthood, and traveling.