Jeffrey Hartzell is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, as well as two years at Menards, Inc. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Erin Anderson is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at KPMG for two years. Anderson is based in Lisle, Illinois. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Rodriguez is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SDC CPAs LLC and Primerica Financial Services. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jennifer Gould is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with LPL Financial and previously worked at Wells Fargo Clearing Services LLC and BlackRock, where she spent 4 and 11 years, respectively. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Julie Hankes is a Series 66-licensed financial advisor with LPL Financial in Downers Grove, Illinois, with nine years of industry experience. She has been with LPL Financial since 2016. 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 services including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.

Nathan Middel is a Financial Consultant at Fidelity Investments. In this role, he works with clients to identify their financial goals and build plans to achieve them, providing ongoing support through communication and customer service. Nathan has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This experience has given him insight into various aspects of financial planning and client relationship management. Outside of his professional work, Nathan enjoys biking, family activities, golf, reading, and traveling.

Joseph Cronin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a long-standing involvement with Troon Golf spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services through affiliated entities.

James Brown is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Brown serves as a director on the board of his condominium association and has been involved with Visitation Catholic Church since 1978. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Neil Sternberg is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2004. Outside of his advisory role, Sternberg is the president and owner of Leadwell Team, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Nathaniel Galliart is a financial advisor at Edward Jones in Geneva, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He worked at COUNTRY FINANCIAL for 10 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.

John Heim is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Aurora, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Maciej Kielbasinski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he was president of VMK Consulting Group, Inc., a business offering photography, marketing, and design services. He also serves as an election judge and assist instructor for a local scuba diving training center. Thrivent Investment Management provides Dedicated Planning Services through a network of advisors, focusing on holistic, goal-based analyses for individuals, families, businesses, and nonprofits. The firm emphasizes planning without discretionary trading authority and offers integrated planning and managed-account options under its WealthPlan program.

Rebecca Falco is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked previously at William Blair and The Leaders Group Inc, among other firms. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with implementation responsibility resting with the client.

Peggy Wallace is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with PFS Investments Inc and Primerica Financial Services throughout her career. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and employs a range of model-delivery strategies managed by third-party asset managers.

Toby Alattar is a financial advisor with J.P. Morgan Securities based in Naperville, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening and qualitative research to build model allocations and incorporates ESG criteria within its recommendations.

Brandon Knopf is a CFP®-certified financial advisor with 16 years of industry experience, currently serving with LPL Financial since 2021. His background includes over a decade of experience with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies, where he has also maintained ongoing insurance sales activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a broad range of investment strategies and advisor tools.

Richard Elder is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and operates his own firms providing financial and tax services. In addition to his advisory work, he serves as a board member for a nonprofit bakery and maintains a CPA practice focusing on tax preparation and review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Viktor Kuru is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank, SSB since 2025. Outside of finance, he teaches music and occasionally performs as a violinist. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and centralized operational structures.

Jocelyn Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. Klosowicz is based in Batavia, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

Itzel Vargas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017. Vargas also has prior experience with Home Restoration Experts Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.