Anthony Sleezer is a financial advisor at Wells Fargo Advisors in Naperville, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Miami University of Ohio, Marmion Academy, and Holy Angels. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Andrew Temple is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Charles Schwab, where he has been since 2024, following eight years at Fidelity Brokerage Services. Prior to his financial services career, he was involved with Support Techs LLC for seven years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary portfolios and offers an integrated structure with centralized custody and order-routing services.

Jon Bippert is currently a Market Leader at Fidelity Investments, where he leads a territory of local Investor Centers. In this role, he offers financial and investment guidance to customers and supports Financial Consultants in customizing financial plans tailored to clients' unique needs. Jon has extensive experience at Fidelity Investments, having held various positions since 2010. His previous roles include Vice President and Branch Leader from 2016 to 2026, Assistant Branch Manager in 2016, Vice President and Financial Consultant from 2015 to 2016, Vice President and Senior Account Executive from 2012 to 2015, and Private Client Vice President and Senior Account Executive from 2010 to 2012. Outside of his professional responsibilities, Jon enjoys family activities, golf, and traveling.

Stephen Ciaccio is a financial advisor with LPL Financial in Batavia, Illinois, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in tax preparation and accounting services through Ciaccio Accounting and provides notary public services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

Jignesh Chande is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2013, with roles spanning both firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized performance reporting. The firm combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Christopher Trifilio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Camargo Group and JPMorgan Chase Bank, N.A. Since 2015, he has also owned and operated a lifestyle blog, FrugalReality.com. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

Jeffrey Burgess is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 66 and Series 63 credentials and 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a board member on the Associate Board of Ambassadors supporting the American Cancer Society, where he helps run the annual "Chip Away at Cancer" golf outing, and leads a local networking group for business owners and entrepreneurs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that emphasize strategy recommendations without investment discretion.

Thomas Klover is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Cetera and its affiliated entities since 2020 and is also a part owner and CPA at Klover & Co. CPAs PC, where he has provided accounting and tax preparation services since 1994. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management.

Kyle Davis is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021, following prior roles at Fidelity Brokerage Services LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a co-owner of a real estate investment business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Keith Mendell is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and holds Series 63 and Series 65 licenses. 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 to guide its recommendations.

Brian O Connell is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a managing member and 50% owner of Prime Strategies Group, LLC, and serves as secretary for Legacy Solutions, Inc., as well as a director on the board of the 1761 Park East Office Condominium Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Melissa Ingrande is a Series 66-credentialed advisor at Edward Jones with 12 years at the firm and 8 years of industry experience. Prior to joining Edward Jones, she worked at Best Buy for 9 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Rosanne Grenfell is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Three Sixty Wealth Management and Total Clarity Wealth Management. In addition to her advisory role, she is an associate at Foundation Wealth Strategies LLC, where she serves as a client relationship manager. Raymond James Financial Services Advisors serves a broad range of clients, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis, modeling tools, and firm research to develop tailored recommendations.

Robert French is a financial advisor with LPL Financial in Aurora, Illinois, holding Series 63 and Series 65 credentials and with 32 years of industry experience. He has been with LPL Financial since 2009 and has also operated Aspen Marketing Corporation since 1985. Outside of his advisory role, he owns and manages an insurance brokerage business specializing in life, health, disability insurance, and annuities, and he provides notary public services to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party providers.

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved with RL Wealth Management Group, Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Christine Walker is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. Walker is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning and retirement plan consulting, supported by model portfolios and research from internal and third-party sources.

Theresa Plank is a financial advisor at Edward Jones in Sugar Grove, IL, with 15 years at the firm and five years of industry experience. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Cimo is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, he worked six years at JP Morgan Securities LLC. Outside of his advisory role, he 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

Robert Hartwell is a financial advisor with OSAIC in Plainfield, IL, holding the ChFC® designation and Series 63 license. He has 51 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Hartwell is also the owner of Hartwell Financial & Insurance Services, a sole proprietorship engaged in life products sales and insurance brokerage. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party solutions to construct diversified portfolios.

Ryan O'Connor is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Downers Grove, IL. His prior roles include positions at Highpoint Planning Partners, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves on the finance council board of Saint Katharine Drexel Catholic Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.