Nadine Gordon is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 licenses. She has 44 years of industry experience, including prior roles at A. G. Edwards & Sons, Inc. from 2005 to 2008. Gordon has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to support diversified investment solutions.

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.

Eric Gilmore is a financial advisor at OSAIC with a Series 66 designation. He has worked in the financial services industry since 2023, including roles at Topco Associated LLC and Covenant Financial. Prior to his financial career, he had experience in other sectors from 2016 to 2024. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing a range of programs such as Unified Managed Accounts and third-party money manager offerings.

Mitchell Sullivan is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc. for six years. His work history also includes roles in logistics, financial services, and campus recreation. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services. The firm’s investment approach involves model-based asset allocation and portfolio optimization, utilizing various managed account strategies and third-party managers through a multi-advisor platform.

Jason Stallmann is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Wells Fargo Clearing and Citigroup Global Markets. He has ownership interests in two investment-related firms based in Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning using proprietary research and tools, covering diverse needs including retirement, education, risk, and specialized planning areas.

Anthony Kramp is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Timothy Hoag is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with six years of industry experience. He worked at Draper and Kramer, Inc. for 15 years before joining Edward Jones in 2019. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Wisla is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Before joining Ameriprise in 2022, he worked for seven years at Northern Illinois University. 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 recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Holevas is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. in Geneva, IL, where he has worked since 2022. Prior to this, he worked at InterOcean Capital Group, LLC and Allstate Investments, LLC. In addition to his advisory role, he is an associate and wealth manager at My Advisor & Planner LLC, a support company for branch EVX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Brian Ramaker is a CFP® professional affiliated with Edward Jones in Naperville, IL, with 18 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of over 23,000 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Bryan Ittersagen is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2007. Outside of his advisory role, he owns Ittersagen Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and public-finance services.

Elizabeth Piloni is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria in their recommendations.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Sanjay Wagle is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2010, following a seven-year tenure at PRUCO Securities, LLC. Wagle operates under the DBA Strategic Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Brett Meyer is a financial advisor at Ameriprise with 9 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and PNC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing tax-aware retirement income planning.