Michael Bancroft is an Investment Consultant currently working at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Michael worked as an Engagement Financial Advisor at Deloitte from 2021 to 2024. In his professional capacity, Michael focuses on collaborating with clients to develop financial plans tailored to their individual goals and priorities. He emphasizes understanding clients' objectives and addressing their concerns to help secure their financial futures. Outside of his professional work, Michael enjoys activities such as camping, family activities, fishing, fitness, football, and motorcycles.

Robert Rudnicki is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Gutierrez is a financial advisor at Ameriprise in Wheaton, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was a full-time student-athlete and has also worked in various roles including at Volv Fitness Dubuque and Canes Illinois Baseball. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Anderson is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2007. Based in Naperville, IL, Anderson's career at Stifel spans nearly two decades. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance intended to support informed decisions.

Eric Beaderstadt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the advisory board of the Salvation Army Des Plaines Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without discretionary portfolio management or institutional mandates. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan” while keeping services separate.

Brian Pelling is a CFA® charterholder affiliated with Wells Fargo Clearing in Schaumburg, IL, with 10 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and previously worked at Geneos Wealth Management, JWC Inc, and DV Trading. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to guide investment decisions.

Michael Miller is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various programs including money-manager and educational seminars.

Fay Elling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as experience at Fidelity Brokerage Services and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Rudick is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions with Avantax Insurance Agency and Avantax Advisory Services. Outside of his advisory work, Rudick is involved in tax preparation, bookkeeping, and business consulting through Pruitt Financial Services, LLC, and serves as an officer at Gemini Management, LLC, which consults for residential and commercial contractors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large national network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and third-party managers across more than 10,000 advisors and $256 billion in assets under management.

Catherine Evans is a CFP® with 29 years of industry experience, currently serving at J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2006 and has also worked at JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Przybylski is a financial advisor with Edward Jones in Naperville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices. The firm provides both discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Carrie Plos is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Joel Eggerding is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial since 2017. Outside of his advisory role, Eggerding serves as a board member for the Chicago chapter of the C.S. Lewis Institute, an organization focused on Christian discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across multiple financial planning areas. The firm separates its planning services from managed account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

Jason Fair is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Naperville / Lisle branch. He manages portfolios for clients across the United States, primarily serving local individuals and families who are business owners and corporate executives. Jason and his team focus on helping clients achieve their financial goals by customizing strategies around priorities, risk tolerance, and goals, with regular quarterly meetings to track progress and propose recommendations. Jason began his career at Merrill in 1997 after graduating from Northern Illinois University with a Bachelor's degree in Finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason resides in Elburn, Illinois, with his wife Becky and their three daughters, Olivia, Kate, and Paige. Outside of his professional work, he enjoys bicycling, playing guitar, and being involved with their church.

Larry Chambers is a financial advisor with Ameriprise in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 1988. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to support its centralized retirement-income consulting team.

John Scott is a financial advisor with Ameriprise Financial Services in Warrenville, Illinois, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Ameriprise, he worked at PRUCO Securities, LLC. He is also involved in managing business operations through ownership roles in advisory-related companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Christina Sayner is a Series 66-licensed financial advisor with Edward Jones in Wheaton, IL, where she has worked since 2007. She has 12 years of industry experience. Outside of her advisory role, she is a joint owner of a duplex property in DePere, Wisconsin, shared with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with an extensive network of advisors and branch offices nationwide.

Cameron Polezoes is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and three years of industry experience. His background includes roles at Ameriprise since 2022, as well as positions outside finance, such as work at Hub Group, Chicago Golf Club, and Aurelio's Pizza. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Page is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 33 years. Page also engages in financial planning and provides health insurance as an incidental part of his practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by various asset-allocation tools and third-party platforms.

Nicholas Korn is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He is a Certified Financial Planner (CFP®) professional with over ten years of experience in the financial services industry. Nicholas specializes in partnering with select families to develop comprehensive financial plans and tailored investment strategies focused on key milestones such as retirement, wealth transfer, and college planning. Prior to his current position, Nicholas worked as a Wealth Management Associate and Financial Planning Associate at Morgan Stanley from 2014 to 2020, and as a Client Associate at Wells Fargo Advisors from 2013 to 2014. He holds a California Insurance License. Outside of his professional work, Nicholas enjoys staying active through running marathons, skiing, and other fitness activities. He also has interests in spending time at the lake, caring for pets, and reading.