Michael Sbertoli is a financial advisor with Ameriprise in Saint Charles, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he engages in selling and reselling collectibles from his personal collection on eBay. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning advice and written recommendations focused on income stability and tax-aware withdrawal strategies.

Kinga Frick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 registrations and has been with J.P. Morgan in various capacities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Resch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program. The firm’s process combines quantitative and qualitative research and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

Ryan Brannigan is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Calamos Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Karen Punda is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her career includes roles at several firms, including VSR Financial Services, Inc., J.P. Turner & Company, L.L.C., and First Allied Securities, Inc. She is based in Schaumburg, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, employing multiple program structures and manager options.

Andrea Hansen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and The Leaders Group Inc. Outside of her advisory work, she serves as a senior vice president at Think2Perform, providing personal coaching to business owners and executives. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics through holistic, goal-based analyses. The firm provides these planning services without discretionary trading authority and allows clients to integrate planning with managed-account programs under the WealthPlan option.

Eric Laughlin is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2001, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Michael Bukala is the Vice President and Branch Leader at Fidelity Investments in Naperville. In his role, he leads and coaches his team to provide a financial planning experience to clients. He has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Investment Consultant, Financial Consultant, Assistant Branch Leader, and currently Branch Leader since 2022.

Daniel Mesch is a financial advisor with Edward Jones in Bartlett, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at the Village of Palatine Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sara Mills is a financial advisor at Edward Jones in Geneva, IL, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Nick Georgalas is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he assists clients and their families in building and maintaining financial plans tailored to their specific goals and situations. Prior to his current position, Nick served as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative from 2020 to 2021. Nick's professional experience at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting. He partners with clients to analyze their financial situations and implement customized plans to meet their objectives.

Chad Frantesl is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2024. He has prior business experience running Penguin Cleaning Services since 2010. 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 range of financial planning and investment management services through a large network of advisors, supported by various advisory platforms and technology tools.

Frank Petroczky is a Series 66-licensed financial advisor with Edward Jones in West Dundee, IL, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a director for the Shabbona Lake Sportsmans Club in Shabbona, IL, where he volunteers for club outings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Matthew Knigge is a financial advisor with LPL Enterprise holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Soprano Accounting & Tax Services Inc, Architectural Fixtures, and UPS. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers along with affiliated trust and insurance services.

Joel Callahan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2019, following prior roles at The Prudential Insurance Company of America and Shorewest Realtors. Outside of his advisory work, he operates a small e-commerce business selling shoes and clothing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeanette Hudepohl is a financial advisor with OSAIC, holding the PFS™ designation along with Series 63 and Series 66 licenses, and has 34 years of industry experience. Her prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., Reisner Hudepohl Financial Services, Inc., and Sunamerica Securities, Inc. She is also president of Reisner Hudepohl Financial Services, Inc., which provides tax preparation and consulting services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of investment programs supported by both proprietary and third-party strategies.

Elinos Whitlock III is a CFP®-designated financial advisor with 33 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Investment Services and 1 St Global Advisors. Whitlock is also involved in directing financial services for Cheryl David, LLC and serves as president of Whitlock Healthcare, Inc. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with access to affiliated and third-party managers across various account structures.

Crystal Thomas is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Merrill since 2022 and previously spent 13 years at Morgan Stanley Smith Barney LLC. Merrill, along 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Muehrcke is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Axa Advisors, Sequoia Wealth Management, Ausdal Financial Partners, and LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and supported by affiliates.

Tyler Hagen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and Edward Jones. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.