Michael Flores is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 large network of financial advisors and branch offices nationwide.

Kevin Senechalle is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 66 designations and having 11 years of industry experience. He previously worked at Infinex Investments Inc. at Allied First Bank for nine years and Money Concepts Capital Corp for one year. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Muldoon is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing business operations for several entities, including JAG Holdings, LLC and Davis Parkway Group LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm integrates investment research, third-party data, and algorithmic tools to support its planning process, with a product ecosystem that includes Columbia and RiverSource sub-advised options.

Jacob Strater is a financial advisor at Ameriprise in Schaumburg, IL, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience that includes roles at TPC Deere Run, Aurora Country Club, and St. Ambrose University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Dustin Husarik is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked in various capacities within Wells Fargo Clearing and Wells Fargo Advisors since 2016, as well as a brief role at DeVry University. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, serving clients with diverse planning needs including retirement, education, and niche areas such as business-owner transition and special-needs analysis.

Clay Terry is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2018 and is also associated with Terry Investment Group, Inc., where he serves in a support role. Prior to this, he worked briefly at Covenant Surgical Partners and Vail Resorts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains notable municipal finance capabilities and customized retirement plan advisory programs.

Maxwell Mc Callum is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Amazon and in education within Indian Prairie School District 204. 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 ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Anthony Crespo is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles across several school districts from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Draper is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company since 2003. Draper also serves as Vice President of Western Catholic Union Branch 100, where he assists in fundraising activities. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options, and is notable for its scale, complex affiliate structure, and private-equity ownership.

Michael Alaimo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and methodologies to support its advisory services.

Wesley Shipe is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2017. Prior to that, he was employed at Western Courier and Shipe Construction. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies and serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Frank Grote is a financial advisor with LPL Financial based in Naperville, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes positions at BMO Bank NA, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies administered by a broad network of advisors.

Paul Stabrowski is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Financial Specialists LLC since 2012. In addition to his advisory role, he is a partner at Stabrowski & Associates Ltd, a CPA firm based in Naperville, IL. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and custodial relationships.

Margaret Remlinger is a CFP® professional affiliated with OSAIC, bringing 33 years of industry experience. Her career includes positions at Woodbury Financial Services Inc., Grove Point Investments, LLC, and Banc One Securities Corporation. She owns a corporation involved in Medicare supplement and advantage plan insurance, with plans for family succession in that business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and use of third-party managers and proprietary strategies.

Colette Beaumont is a financial advisor with Equitable Advisors in Lisle, IL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. Her prior roles include positions at Assetmark Financial, Millennium Trust Company, First Trust Portfolios, and Calamos Advisors. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diverse asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michelle Jennings is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Jennings also serves as a trustee and co-trustee for investment-related trusts in Illinois and Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Leslie Grant is a financial advisor with LPL Financial in Elgin, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining LPL Financial in 2026, Leslie worked at Consumers Credit Union, World Equity Group, Wealthvest Marketing Inc., The Leaders Group, Inc., DPL Financial Partners, Wealthvest, and ICON Distributors. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Scott Lange is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed by Ohio National Equities Inc and Ohio National Financial Services from 2011 to 2018. 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 investment solutions, including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Matthew Quinn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked in the restaurant industry before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

David Servatius Jr. is a financial advisor with Ameriprise in Sugar Grove, IL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Crosstown Financial Advisors LLC and Health Care Service Corporation, and he also has experience in insurance brokering and tax preparation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.