Jason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also teaches at a local community college in North Aurora, IL, a role he has held since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains specialized programs for municipal advisory and employer retirement plans.

Dale Costello is a financial advisor at Ameriprise with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he has worked at several firms including Rozovics Wealth Management, Avantax Advisory Services, and Cetera Financial Specialists. Outside of advising, he serves on the board of the Median Shrine Board and chairs the Bloomingdale Advisory Council. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement plans and ongoing income advice with a focus on dependable income and tax-aware withdrawal strategies.

Laith Al Tikriti is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial, Invest Financial Corporation, and Fifth Third Securities. Outside of his financial advisory role, he is a partner and president of Sanaa Bin Hussain LLC, a women’s dress retail business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

David Bradley is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2006. Outside of advisory work, he writes term life insurance through Producers Financial Group Midwest on a limited basis. 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 portfolios, third-party asset management, and institutional platforms.

Maredith Houk is a financial advisor with Raymond James & Associates in Naperville, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, LLC and David A. Noyes And Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Christian Virelli is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Mark Yackey is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 1991. Outside of his advisory role, he serves as president of Word of Truth Ministries and is a board member of the Danada Condo Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and investment recommendations supported by internal research and third-party data.

Thomas Zarndt is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and 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 with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Andrew Sitkiewicz is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Waterstone Financial Group, Inc. for seven years. His additional activities include occasional sales of non-variable life insurance through an outside agency and managing a family LLC that owns a non-rental vacation property. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and participant-level retirement advice, utilizing model portfolios, third-party subadvisors, and customized strategies.

Anthony Raso is a financial advisor with Fidelity in Naperville, IL, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Mark Mazman is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, Mazman volunteers as a swim coach for North Central College's swim team. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Qamil Dervishi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has been with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Hennessy is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He previously worked at CETERA Advisor Networks LLC for five years before joining LPL Financial in 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 advisory and brokerage services with tools including model portfolios, third-party subadvisors, and institutional platforms, supported by technological resources for operational and research purposes.

Deron Shymkewich is a CFP® professional with over 32 years of experience in the financial industry. He currently serves at LPL Financial and has held prior roles at SPC, Sigma Financial Corporation, and Ameriprise. He is also associated with Shymkewich Wealth Management, Inc. for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisers. The firm offers a variety of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

Bruce Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 1983. He founded The Anderson Group in 1990 and serves as a qualified Portfolio Manager in the Merrill Investment Advisory Program. His role involves helping clients with financial strategy, retirement planning, portfolio management, and investment strategies tailored to their specific needs. Bruce's expertise encompasses areas such as college education planning, divorce transition planning, legacy planning, managing new wealth, tax minimization, and retirement income. He applies conservative wealth management strategies aimed at wealth preservation and employs a customized approach that prioritizes understanding client goals and providing clarity on financial options. He holds a Bachelor's Degree from the University of Illinois and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bruce is involved with the University of Illinois Alumni Association and participates in charitable fundraising and volunteer activities with United Way. He lives in Wheaton with his wife, Kenna, and enjoys fishing, hunting, reading, skiing, spending time with family, and woodworking.

Vern Ehlers Jr. is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves as Co-Treasurer on the Board of Directors for the Ranchview Elementary Home and School Association. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Raymond Ercoli is a Series 66-credentialed financial advisor at Edward Jones in Elgin, IL, with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities through a nationwide network of advisors and branch offices.

Lawson Frank is a Series 66 licensed financial advisor with Wells Fargo Advisors in Naperville, IL, with three years of industry experience. His work history includes roles at multiple firms such as The Schreiber Group, Equity Services Inc, and National Life Group. Outside of finance, he is involved in operating an auto body shop and co-owns a weekend gravestone cleaning service. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and special-needs analysis using proprietary research and tools.

Stephen Defilippis is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Cetera since 1998 and is the owner of DeFilippis Financial Group LLC. In addition to his advisory work, he serves as president and treasurer of local office condominium associations and is involved in disability and fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Michael Frantesl is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of his advisory role, he is involved in a family-run non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning, asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.