Matthew Troutman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework.

Renee Raymond is a financial advisor with Ameriprise in Mokena, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Wunderlich Securities, Inc. from 2014 to 2018 before joining Ameriprise Financial Services Inc. in 2018. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored, non-discretionary advice primarily for assets managed within Ameriprise.

Michael Charnot is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various firms including Avantax Advisory Services and Honkamp, P.C., and maintains a role as Office Assistant at Strategize Wealth Management Group, where he supports client meeting preparation and proposal creation. He also prepares tax returns through Strategize Tax LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers, and supports diverse program structures with ongoing supervision and client reviews.

Thomas Van Dellen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Waddell & Reed Inc. Outside of his financial career, he serves as president of the Kiwanis Club of Frankfort and vice president of the Frankfort Chamber of Commerce, and he has worked as a basketball official since 1993. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs and portfolio management options, supporting more than 10,000 advisors and overseeing over $256 billion in assets.

Bill Brockob is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this position, he collaborates with clients and their families to develop financial plans and investment strategies aimed at protecting, preserving, and growing their wealth. Prior to this, he served as a Relationship Manager at Fidelity from 2019 to 2021 and as a Financial Representative from 2018 to 2019. Before joining Fidelity, Bill worked as a Private Client Banker at JP Morgan Chase from 2010 to 2018. Bill's professional experience spans over a decade in financial services, focusing on comprehensive financial planning and client relationship management. He emphasizes listening to and understanding client needs, addressing their concerns, and clearly communicating the complexities involved in financial planning. Outside of his professional work, Bill enjoys cooking and baking, engaging in family activities, parenthood, reading, and traveling.

Kelly Friebele is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bofa Securities, Inc. Friebele has been with Merrill since 2019 and previously from 2001 to 2019. 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.

Mark Szulc is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan affiliates since 2011. Outside of his advisory role, Szulc owns an online sales business through eBay, offering merchandise such as toys, video games, and collectibles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and may incorporate an ESG eligibility framework.

Roger Nulton is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member and partner of Life Loyal Advisors, LLC, and serves as a trustee and power of attorney for family trusts. Equitable Advisors serves individuals, qualified plans, corporations, and institutions by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models, including third-party managed programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffry Kraus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, he spent 35 years at Wayne Hummer Investments L.L.C. Outside of his advisory work, he is involved with Fairbanks Farm, LLC, a farming business based in Long Grove, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms, combining research, third-party management, and technology tools to support a large network of advisors.

Brian Kot is a financial advisor with Cetera in Oakbrook Terrace, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2018 and serves as a CPA at Cray, Kaiser LTD., a professional accounting firm where he performs assurance, tax compliance, and business consulting. Kot also serves as treasurer of the Harris Farm Homeowners Association in Eola, IL. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with multiple program structures and a broad range of investment options.

Maureen Walsh is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2014. In this role, she partners with clients and their Wealth Management Advisors to develop and implement personalized wealth plans designed for growth, preservation, and transfer of wealth. She has extensive experience in the financial services industry, having worked in various roles since 1988. Her previous positions include Relationship Manager at Fidelity Investments from 2007 to 2014, Senior Financial Associate at AG Edwards from 2005 to 2007, Client Relationship Associate at William Blair & Company from 1993 to 2005, Client Relationship Associate at Gruntal & Company from 1991 to 1993, and Institutional Municipal Bond Trading Assistant at Mesirow Financial from 1988 to 1990.

Ryan Kibiloski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a 13-year tenure at Fifth Third Securities. Outside of his advisory role, he is involved in business ventures including ownership of a manufacturing company, Meadow Land Distillery LLC, and partnerships in real estate entities. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Marquette Smith is a financial advisor at Fidelity with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Fidelity, Smith worked at First Horizon Bank and held various positions in retail and service industries. Outside of advising, Smith works as an e-commerce shopper for Whole Foods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies.

Alexandra Moran is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, bringing 20 years of industry experience. She has worked at Ameriprise since 2008, with prior experience at FIFTH THIRD SECURITIES, Inc. and Merrill. Outside of advising, she is involved in equestrian activities, including coaching the Purdue Calumet Hunt Seat Team, teaching horseback riding lessons, and consulting on equine facilities through her business, Boulder Ridge Equine. She also teaches as a clinical professor at Purdue University Northwest and has written a forthcoming nonfiction book. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients approaching or in retirement with written retirement-income plans and ongoing advice based on proprietary research and tax-aware strategies.

Michael Rhodes is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Rhodes holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology from its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning typically on an episodic basis.

Brian Rincker is a CFP®-designated financial advisor with 20 years of industry experience. He has been with LPL Financial since 2021, following prior roles at Rincker Investments LLC and Waddell & Reed Inc. Rincker also served as a notary public from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher James is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes roles at RBCN James Incorporated, Waddell & Reed Inc., and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Agnes Sokolowska is a Financial Consultant currently working at Fidelity Investments since 2023. She has a background in wealth management, having served as a Wealth Relationship Manager at Citi Global Markets from 2015 to 2023. Throughout her career, Agnes has collaborated with clients and their families to develop customized and flexible financial plans tailored to their unique situations. Her practice is based on the principles of trust, integrity, and prioritizing her clients' needs. Agnes aims to utilize her knowledge and experience to assist clients in working towards their financial goals.

Benjamin Garvey is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he owns N Visible Records, a music business focused on DJ services, artist management, music production, and licensing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Milewski is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Illinois Urbana Champaign, Home Depot, Lawn Medical Center, and Victor J Andrew High School. 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 options including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.