Matthew Gruszkowski is a financial advisor with Thrivent Investment Management in St Charles, IL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cottingham and Butler and McCoy Group, along with work at Great River Learning and TruSort. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services while keeping them separate.

Roy Cook Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Dugan & Lopatka Wealth Management, Cetera, Raymond James Financial Services, and SAGE Private Wealth Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and resources.

Lance Clemens is a CFP®-certified financial advisor with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Clemens serves as an Illinois director for the Veteran's Golf Association, overseeing 20 veteran golf events. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dominica Katsoudas is a financial advisor at Morgan Stanley with a Series 66 designation and no prior industry experience. Before joining Morgan Stanley, she held various roles in healthcare marketing and academic institutions, including positions at Klick Health, Eversania Intouch, and Northwestern University Feinberg School of Medicine. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Schrieber is a financial advisor with Robert W. Baird & Co. in Elgin, Illinois, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as an acting board member of a bank holding company and is involved in several LLC ownership and membership roles across healthcare and investment ventures. He is part of The DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations. The group offers a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, separately managed accounts, and overlay services, covering traditional and complex investment strategies.

Heather Henderson is a financial advisor at Edward Jones in Lisle, IL, holding a Series 66 credential with three years of industry experience. Prior to her current role, she worked for the American Society of Composers, Authors and Publishers for eight years. She is also involved with AmSpirit Business Connections, where she assists local networking chapters in growing their membership. 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 investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Joshua Castillo is a financial advisor with LPL Financial and holds the Series 63 and Series 65 designations. He has 14 years of industry experience, including roles at LPL Financial since 2021 and BMO Harris since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and technology tools.

Anthony Tyree is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. In this position, he leads a team of financial professionals focused on delivering a customer experience centered around planning for clients' financial goals. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2020 to 2023. Anthony has extensive experience in the financial services industry, having worked with TIAA from 2013 to 2020. During his time there, he held various positions including Wealth Management Advisor, Client Relationship Consultant, Senior Financial Consultant, and Financial Consultant. This progression reflects his broad expertise in wealth management and client relationship consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Sam Bournias is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position held since 2026. With over a decade of experience at Fidelity Investments, Sam has progressed through various roles including Financial Consultant, Investment Consultant, and Financial Representative since 2015. Sam focuses on building strong relationships to understand unique financial goals and needs, utilizing Fidelity's technology and comprehensive planning tools to create tailored financial plans. This approach underscores a commitment to understanding, honesty, and integrity in financial advising. Outside of professional responsibilities, Sam's personal interests include beach activities, cars, comedy, family activities, outdoor adventures, and traveling.

Mitchell Rottier is a financial advisor at Raymond James Financial in Geneva, IL, holding a Series 66 designation with three years of industry experience. His career includes roles at Morton Private Wealth Strategies, Inc. and Raymond James Financial Services, Inc., as well as prior positions in education and business. Rottier assists clients and develops new relationships in his practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among similar large institutional advisors.

Andrea Grant is a financial advisor with Morgan Stanley in Lisle, Illinois, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Kevin Hanley is a financial advisor at Morgan Stanley with 28 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board and finance committee of Old St. Patrick's Church and chairs the Carts and Caddie Committee at the Oak Park Country Club Board of Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes structured discovery conversations without providing individual security recommendations as part of standalone plans.

Donald Butler is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he spent time in various roles including positions at Northern Seminary, Harvest Bible Chapel, Bannockburn Church, and Butler Innovative Group. He serves on the Board of Trustees for the Village of Lily Lake, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Virginia Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while serving individual investors rather than institutional pension or profit-sharing plans.

Karen Overcash is a CFP® and Series 66 credentialed advisor at J.P. Morgan Securities with 27 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities 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.

Scott Talbot is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2000. In this capacity, he partners with clients to develop customized wealth plans aimed at helping them achieve their financial goals and dreams. His work involves assisting clients in capitalizing on opportunities and protecting against financial risks. The biography does not provide details regarding his education, credentials, personal interests, or community involvement.

Allison Schuller is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, and Fifth Third Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jeffery Rozovics is a CFP® professional with 24 years of industry experience, currently advising at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and multiple entities within Cetera dating back to 2002. Outside of financial advising, he manages an accounting and tax firm, Rozovics Group LLP, and serves on the Des Plaines Fire Pension Board, in addition to coaching Brazilian Jiu Jitsu. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management options, including model portfolios, third-party managers, and customized strategies, operating with a large nationwide network of advisors.

John Cahill is a financial advisor with Edward Jones in West Chicago, IL, holding Series 63 and Series 66 designations and with 33 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, and provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

John Hayes is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Edward Jones, JP Morgan Securities LLC, Nel Pretech Corporation, and Relevant Business Consultants. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized custody and operational capabilities.