Dale Costello is a CFP® with 34 years of industry experience, currently advising at Ameriprise since 2024. His prior roles include positions at Rozovics Wealth Management, Avantax Advisory Services, and Cetera Financial Specialists. Outside of his advisory work, he is involved in community organizations, serving on the Median Shrine Board and chairing the Bloomingdale Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, supported by a centralized consulting team.

David Bradley is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial and its predecessor since 2006. Outside of his advisory role, he writes term life insurance through Producers Financial Group Midwest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Maredith Houk is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, LLC and David A. Noyes And Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, supported by research and an extensive affiliate network that includes municipal and public finance services.

Christian Virelli is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Mark Yackey is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 1991. Outside of his advisory role, he serves as president of Word of Truth Ministries and is a board member of the Danada Condo Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized retirement-income consulting team.

Thomas Zarndt is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Andrew Sitkiewicz is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Lisle, IL, he has a background that includes operating a personal wealth advisory DBA. 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 plan consulting, with access to both discretionary and non-discretionary portfolio management and research from multiple sources.

Anthony Raso is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. He is based in Naperville, IL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

Mark Mazman is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Outside of his advisory work, Mazman volunteers as a swim team coach at North Central College. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with particular involvement in public finance and municipal services.

Qamil Dervishi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has been with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC 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.

Brian Hennessy is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at CETERA Advisor Networks LLC for five years before joining LPL Financial in 2021. 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 advisers. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Deron Shymkewich is a CFP®-certified financial advisor with over 32 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Spc and Sigma Financial Corporation for 11 years each. He is also involved with Shymkewich Wealth Management, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bruce Anderson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 1983. He founded The Anderson Group in 1990 and serves as a qualified Portfolio Manager in the Merrill Investment Advisory Program. His role involves helping clients with financial strategy, retirement planning, portfolio management, and investment strategies tailored to their specific needs. Bruce's expertise encompasses areas such as college education planning, divorce transition planning, legacy planning, managing new wealth, tax minimization, and retirement income. He applies conservative wealth management strategies aimed at wealth preservation and employs a customized approach that prioritizes understanding client goals and providing clarity on financial options. He holds a Bachelor's Degree from the University of Illinois and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bruce is involved with the University of Illinois Alumni Association and participates in charitable fundraising and volunteer activities with United Way. He lives in Wheaton with his wife, Kenna, and enjoys fishing, hunting, reading, skiing, spending time with family, and woodworking.

Vern Ehlers Jr. is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his advisory role, he serves as Co-Treasurer on the Board of Directors for the Ranchview Elementary Home and School Association. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, while also offering a broad range of advisory, brokerage, and insurance solutions.

Lawson Frank is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at The Schreiber Group, Equity Services Inc, and National Life Group. Outside of finance, he is involved in managing an auto body shop and co-owns a weekend gravestone cleaning business in Naperville, IL. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored through comprehensive research and planning tools.

Stephen Defilippis is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has worked at Cetera since 1998 and is the owner of DeFilippis Financial Group LLC. In addition to his advisory work, he serves as president and treasurer of local office condominium associations and is involved in disability and fixed insurance sales. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Michael Frantesl is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2003. Outside of his advisory role, he is involved in a family-run non-variable insurance business. LPL Financial serves a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing discretionary and non-discretionary management supported by research from internal and third-party sources.

Stephen Carew is a financial advisor with Primerica Advisors in Carol Stream, Illinois, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Primerica Advisors since 1993 and operates a CPA practice concurrently. Outside of advising, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading to BNY Mellon Advisors while maintaining oversight of investment models.

Jeffrey Scheithe is a CFP® with 41 years of industry experience, currently advising at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 14 years and has operated Scheithe & Associates, Inc. since 1980. He is president of SAI Financial Services Inc. and Advisor Edge Financial Group LLC, both involved in financial and investment planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisors. The firm integrates brokerage and advisory services with various investment platforms and uses asset-allocation tools and risk-tolerance analyses to construct portfolios incorporating multiple asset classes.

Alexander Pankow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. Outside of his advisory role, he is a 33% partner in Breakout Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.