Brian Washkowiak is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFA® designation and the Series 66 license. Prior to joining Edward Jones in 2021, he worked at Fairpointe Capital LLC for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Abhishek Gupta is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. Prior to his current role, he worked in various positions including process development and operations support at Genpact India Private Limited. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with options ranging from model portfolios to bespoke strategies and manages over $256 billion in assets across more than 10,000 advisors.

Bradley Dent is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding his clients' priorities and the purpose of their wealth to develop customized financial plans. Bradley utilizes advanced planning tools to provide clear insights into clients' financial situations, enabling collaborative goal-setting and planning. Bradley has extensive experience in wealth planning and advisory roles, having worked with Fidelity Investments since 2020 in capacities including Planning Consultant and Relationship Manager. Prior to joining Fidelity, he served as a Wealth Advisor at Twende Investment Group from 2017 to 2020 and as a Financial Associate at Thrivent Financial from 2016 to 2017. Outside of his professional work, Bradley enjoys participating in social events with friends, playing soccer, and volunteering.

Brian Zdeblick is a financial advisor at Ameriprise with 11 years of industry experience. He previously worked at Fidelity Investments and Nuveen Investments. He serves on the Board of Directors for the Tri City Chargers Youth Football organization as a volunteer. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes asset allocation, withdrawal strategies, and Social Security options within an investment framework influenced by affiliated product offerings.

James Stone is a CFP® with 31 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Lincoln Financial Advisors Corporation for 24 years and SagePoint Financial, Inc. for one year. Stone is involved with Ironbridge Wealth Counsel, LLC, operating as a financial planner and insurance agent. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Hollis Henry is a Financial Consultant at Fidelity Investments, a position held since 2022. Prior to this role, Hollis served as an Independent Financial Coach and District Leader at PFS Investments in 2021. In these capacities, Hollis focuses on developing custom financial strategies by understanding clients' unique goals and challenges through active listening and collaboration. Hollis emphasizes building lasting relationships rooted in empathy and trust, working closely with clients and their families to clarify their current financial positions and future aspirations. Outside of work, Hollis is engaged in family activities and enjoys fitness, golf, music, and parenthood.

Amy Trotter is a financial advisor with Wells Fargo Advisors in South Barrington, IL, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. She also owns Trotter Wealth Management Group, LLC, a financial practice based in South Barrington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Darby O'Leary is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and three years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2024, O'Leary worked at Cambridge Investment Research Inc. and operates Preferred Planning Concepts, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment strategies across multiple platforms, including proprietary and third-party models, with options for discretionary and non-discretionary management.

Roger Stoneberg is a financial advisor with Edward Jones in Batavia, Illinois, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Joseph Halm is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved with Halm Rentals LLC, managing rental properties, and holds a shareholder interest in Pivotal Health, a home health services company. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Flentge is a Series 66 licensed financial advisor with Edward Jones in Geneva, IL, where he has worked for 14 years. His entire professional experience has been with Edward Jones since 2012. 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 and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with affiliated JPMorgan Chase entities since 2010. Outside of his advisory role, he is involved with Vacation Lab, a venture he joined in 2026. J.P. Morgan Securities LLC 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 investment recommendations.

Mark Stack is a financial advisor with Cetera in Schaumburg, IL, holding a Series 66 designation and five years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Advisors and serves as a tax manager providing tax consulting and compliance services at Lumsden & McCormick LLP. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services with multiple program options and a multi-manager platform.

Michael Burdick is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise in Elk Grove Village, IL. He previously spent 30 years with Edward D. Jones & Co., L.P. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kevin O'Hara is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the boards of Loaves & Fishes and Special Spaces, including a position as Board Chair for the latter. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Jennifer Flood is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 1999. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Rzepka is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, following 19 years at Broker Dealer Financial Services Corp. Additionally, he serves as president of Comprehensive Financial Management, LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.

Ryan Minehart is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Prior to his advisory role, he was affiliated with Illinois State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. She previously worked at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to advising, she operates Moser Tax Services LLC, providing tax preparation and accounting services. 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 advisory and brokerage services using model portfolios, third-party subadvisors, and customized strategies, supported by advanced research tools and a broad range of financial products.

Sharon Kracke is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Merrill since 1998. 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 investment strategies for individuals, high-net-worth clients, and institutional entities.