Michael Truckenmiller is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Its Institutional Consulting Services program delivers non-discretionary advice through a select group of Wealth Advisors.

Donald Hopp is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and Hopp Wealth Management. He serves as a board member and co-trustee of the Florence B & Cornelia A Palmer Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program options tailored to individual and institutional clients.

Quentin Price is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity since 2021 and previously held positions at Alight Solutions, Edward Jones, and Aon. Outside of his advisory role, he works as an independent contractor for a grocery delivery service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its involvement in advisory roles to registered investment companies and its use of advanced technologies in portfolio construction.

Brett White is a financial advisor with Ameriprise in Winfield, IL, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he owns and manages two non-investment-related businesses, DallasDukeDodgers Inc. and Absolute Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise Managed Accounts.

Carl King is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2016. Outside of his advisory role, he is associated with King & Moran, LTD, an accounting and tax firm. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Rachael Lingle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Great American Insurance Group for eight years and at Coker Service Inc for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kathy Darcy is a financial advisor at Stifel with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley Smith Barney LLC, Foreside Fund Services, and Willis Towers Watson. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Steven Terradista is a financial advisor with LPL Financial, holding a Series 66 designation and having 10 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. from 2014 to 2021 before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with a range of discretionary and non-discretionary investment strategies and integrates machine-learning tools for operational and research purposes.

Michael Sprenger is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. His practice is based in St Charles, IL. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 income sources and tax-aware withdrawal strategies.

Connor Steadman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previously worked in the hospitality sector at several restaurants before beginning his career in financial services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools to analyze client goals and deliver recommendations.

Alan Reese is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation 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 selectively offered separately managed accounts. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure for its services.

Amerigo Romano is a financial advisor with Morgan Stanley in Geneva, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2010 and also works with Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, Romano has ownership roles in various real estate and construction-related businesses, as well as a partnership in a restaurant/bar in Chicago. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Vincent Ramirez is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining OSAIC in 2024, he spent 19 years at Woodbury Financial Services. Outside of advising, Ramirez sells life, disability, and health insurance through his business, Ramirez & Rains. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs various asset-allocation tools and offers both discretionary and non-discretionary account management.

Cheryl Sanchez is a financial advisor with Raymond James & Associates in Roselle, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large, dually registered 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 and consulting services supported by a range of portfolio management styles and affiliated research.

Timothy Geissinger is a financial advisor with Primerica Advisors in Aurora, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to his advisory role, he is a 33% partner in Breakout Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Denis Kelly is a financial advisor with MassMutual Investors Services in Lisle, Illinois, holding a ChFC® designation and the Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Metlife Securities and MassMutual Life Insurance Company. Outside of advising, he is involved in real estate transactions related to his own properties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing collaborative, goal-focused planning tools.

Kevin Hannon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked at American Portfolios Financial Services, Inc. and Theresa Hannon Financial Group Ltd. from 2016 to 2021. 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 range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Cody Donati currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Cody's professional experience spans over a decade in the financial services industry. Prior to his current role, he was Team Leader and Investment Manager Consultant at Fidelity Investments from 2021 to 2026, and before that he worked as a Financial Consultant at the same company from 2016 to 2021. His career also includes roles as a Financial Adviser at PNC Investments from 2013 to 2016, Financial Adviser at Edward Jones from 2011 to 2013, and a Branch Intern at Scottrade from 2010 to 2011. Outside of his professional work, Cody's personal interests include cooking, baking, fishing, and traveling.

Robert Schuldt Jr. serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in values-based wealth management and transfer, focusing on understanding clients' individual needs to develop personalized financial strategies. His expertise includes financial and investment strategies, estate and wealth transfer, and planned giving and investment consulting for nonprofit organizations. With over 30 years of experience, Robert's disciplined approach has been refined through his role as an advisor since 1994. He provides services across areas such as corporate executive services, legacy planning, philanthropic planning, socially responsible and ESG investing, tax minimization, and retirement income. Robert holds a Bachelor of Science degree in Finance with an emphasis in Economics from Rockford University. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor. He is also a member of the Board of Trustees for the Moody Bible Institute. Outside of his professional commitments, Robert enjoys camping, drawing, painting, photography, reading, and writing.

Michael Kelliher is a Series 66 registered advisor with Edward Jones in Naperville, Illinois, where he has worked since 2017. He has nine years of industry experience, including a prior role at Grand Marketing Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.