John Pezzullo is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has worked with Cetera since 2000 and is also a certified public accountant owning Jonlyn and Associates, a CPA firm. Outside of advisory work, Pezzullo is involved in several real estate management and development ventures and engages in health product sales through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services, supported by a broad network of over 10,000 advisors and substantial assets under management.

Jason Holbrook is a financial advisor with Edward Jones in La Grange Park, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as an assistant swim coach at the Westmont Swim Club, working with swimmers aged 6 to 22. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barry Krumwiede is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior experience includes 14 years at J.P. Morgan Securities and operating Krumwiede Farms since 2000. He serves as a board member of Buckley State Bank, a for-profit institution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to model portfolios, research, and technology-driven investment strategies.

Patricia Moll is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she has involvement in commercial real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service aimed at clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized retirement-income consulting team.

Kurt Royer is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera and its affiliated entities since 2019. Prior to that, he worked at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party money managers.

Rebecca Klody is a CFA® charterholder with 22 years of industry experience. She is currently a financial advisor and co-branch owner at Teegarden Wealth Advisors, LLC, affiliated with Raymond James Financial. Her prior experience includes roles at Raymond James & Associates and Amg Distributors, Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and state and municipal government entities. The firm offers tailored, generally non-discretionary advisory solutions and maintains a notable presence in municipal and public finance through affiliated departments.

William Hazen is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Ameriprise since 2014. Outside of Ameriprise, he is involved with Nolan Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and adaptive withdrawal planning.

Paul Walker is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2025 to 2026. His professional experience also includes working as a Financial Solutions Advisor at Merrill Lynch between 2024 and 2025, and as a Loan Structure Specialist at Bank of America from 2018 to 2025. In his career, Paul has focused on providing financial guidance and solutions to individuals and families to help them work toward their most impactful goals. Outside of his professional work, he has interests in art, board games, family activities, fitness, painting, and photography.

Candice Monroe is a financial advisor with Equitable Advisors in Plainfield, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and Commonwealth Financial Network. She volunteers with the Naperville Area Humane Society. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor financial solutions to client goals.

Carlos Bedolla is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Fidelity, Apple, Beacon Funding, and DePaul University. Outside of his advisory work, he sells items on eBay. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Cahill is a financial advisor with Ameriprise in Lemont, Illinois, holding Series 63, 65, and 66 designations and bringing 15 years of industry experience. He worked at The Northern Trust Company for 12 years before joining Ameriprise Financial Services, Inc., where he has been since 2018. Outside of his advisory role, he serves as the committee chair for Scouts BSA Troop 229 in Lockport, Illinois. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Joseph Siwek is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad scope of retail and institutional offerings.

Stephen Kurka is a Series 66-licensed financial advisor with Equitable Advisors in Mount Prospect, Illinois, where he has worked since 2009. He has 16 years of industry experience, including prior work with Axa Advisors, LLC. Outside of his advisory role, he is involved with an outside insurance brokerage under the name Wells, Roselieb and Raia Wealth Management, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that leverages multiple program sponsors and offers both advisory and brokerage channels.

James Shannon is a financial advisor with Osaic Wealth, Inc. in Burr Ridge, IL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years before joining Osaic in 2024. Outside of his advisory work, Shannon serves on the advisory board of Misericordia Home, which supports individuals with developmental disabilities. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance assessments to manage diversified portfolios.

Daniel Jakuta is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds the ChFC® designation and has worked at City National Bank, RBC Capital Markets, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.

Liam Hansen is a financial advisor at Cetera with eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for six years, as well as at Bank of America and Merrill Lynch. Outside of his advisory work, Hansen serves as treasurer for Word of the Truth Ministries and owns Hansen Reserve Honey Co. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services through a large nationwide network of independent advisors.

Imani Bussell is a financial advisor with Primerica Advisors in South Holland, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and has worked at Syserco since 2019. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, maintaining discretion over model selection and implementation.

William O'Brien Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is a co-owner of a car fabrication business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market models.

Daniel Gehrs is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His work history includes positions at Thrivent Financial, LPL Enterprise, and Pruco Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.