Stephen Stalcup is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he assists his wife in managing the Primrose School, a preschool and daycare business. Ameriprise Financial Services is a large institutional firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning and tax-aware withdrawal strategies, utilizing a centralized team and proprietary research to support its recommendations.

Steve Cosme is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has spent the majority of his career with JPMorgan Chase Bank and its affiliates. 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 recommendations.

Jeffrey Lattimer is a financial advisor at Edward Jones in Naperville, IL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Jack Enright is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to provide financial planning and develop investment strategies. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative and Relationship Manager, gaining experience in client relationship management and financial advisory services. Jack's professional journey at Fidelity Investments has allowed him to build expertise in financial planning and investment strategy development. His progression from Financial Representative to his current role reflects his growing responsibilities and commitment to client service. Outside of his professional work, Jack has interests in baseball, comedy, fitness, football, museums, and outdoor adventures.

Patrick Mc Dermott is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Naperville, IL. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advising, he is involved in tax preparation and accounting as a CPA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Sandeep Mangal is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Stat Trade Inc. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amy Lanenga is a financial advisor with Wells Fargo Advisors based in Naperville, IL. She holds Series 63 and Series 65 licenses and has 36 years of experience in the industry. Her career includes multiple roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Alexander Runge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Outside of finance, he has past experience running small businesses including Krema Coffee House and AC's Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Matt Byrne is a Financial Consultant currently working at Fidelity since 2021. Prior to this, he served as a Financial Advisor at Edward Jones from 2018 to 2021. In his role, Matt focuses on assisting individuals and families with their financial needs and goals by developing personalized plans based on a thorough understanding of their objectives. Matt holds an Arkansas Insurance License, which supports his work in the financial services field. Outside of his professional career, he has personal interests that include fitness, playing instruments, movies, music, running, and yoga.

Jock Cameron is a CFP® professional with 30 years of industry experience. He has worked at Osaic since 2024 and previously spent 14 years at Woodbury Financial Service, Inc. Cameron is the owner and director of JMC Financial Solutions, LLC, and serves as chairman of the finance committee for the Geneva Community Chest, a nonprofit that supports local charitable organizations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and multiple advisory platforms to manage portfolios incorporating various investment products on discretionary or non-discretionary bases.

Karen Foley is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at J.P. Morgan Chase Bank since 2009. J.P. Morgan Securities 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jason Sidell is a Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Matthew Taylor is a financial advisor at LPL Financial in Wheaton, IL, holding a Series 66 designation with two years of industry experience. He has been with LPL Financial since 2024 and is also the president and business owner of Westward Media. In addition to his advisory work, he is employed as a camera assistant with IATSE Local 600, providing film production services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through its network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, supported by research and various strategic and tactical investment approaches.

Timothy Drechsel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Wintrust Wealth Management and J.P. Morgan Chase Bank. Outside of finance, he owns The Picture Garden Photography business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Thomas Harty is a financial advisor with Charles Schwab in Wheaton, Illinois, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2015 and previously worked within Schwab Retirement Plan Services, Inc. Thomas serves as a council member and chairs the Stewardship committee at Faith Lutheran Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment research.

Jess Carr is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2019, alongside his role at Charles Schwab starting in 2017. Prior to this, he had a brief tenure at Northern Trust and was involved with Insomnia Cookies for three years. Outside of his advisory work, he is a capital contributor to CarrBros LLC, a real estate-related venture. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jerry Dipert is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has 39 years of industry experience. His prior work includes roles at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he works as a licensed insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a goal-focused planning process without discretionary investment authority.

Justin Lamonica is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial since 2018 and previously with Princor Financial Services Corporation and Principal Life Insurance Co from 2008 to 2018. Lamonica also manages Lamonica Financial Group, LLC, which offers life, disability, health, and long-term care insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by research and model portfolios.

Brian Serio is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual for nine years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.