Vicki Nielsen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her work history includes roles at Voya Financial Advisors and Integrity Financial Professionals, where she is also president and owner. Nielsen is an alumni member of Leadership Greater McHenry County and participates in local community activities such as the McHenry County Task Force on Aging and serving as a volleyball scorekeeper at Alden-Hebron High & Middle School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Michael Rymsza is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Sophia Cajiao serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with clients to assess their financial situations and introduce them to solutions offered through Merrill and Bank of America. Her approach focuses on helping clients identify their financial goals and develop strategies to pursue them. Sophia holds a Bachelor's Degree from Elmhurst University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). These credentials support her expertise in retirement planning and investment advisory services. Beyond her professional work, Sophia is involved with UNIVERSIDAD UTE, indicating a commitment to community engagement.

Teresa Ferrer is a financial advisor with J.P. Morgan Securities in Lake Zurich, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2004. 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 applying an ESG eligibility framework when recommending strategies. The firm’s services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Stacey Stickle is a Series 66 licensed financial advisor with Edward Jones, based in Wauconda, IL, and has 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Scott James is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles as a Financial Representative, Investment Consultant, and currently as a Planning Consultant. In his current role, Scott partners with clients to understand their unique financial goals, build financial plans, identify investment strategies, and maintain open communication. Scott's experience at Fidelity Investments encompasses financial representation, investment consulting, and financial planning. He focuses on developing tailored financial solutions for clients and fostering strong client relationships. Outside of his professional responsibilities, Scott enjoys cooking and baking, participating in family activities, embarking on outdoor adventures, spending time with pets, and traveling.

Mrugesh Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes multiple roles within J.P. Morgan and Fidelity, as well as a teaching position at Oakton Community College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.

John Gottwald is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch/Bank of America for six years. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Valerie Sutton is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been affiliated with Primerica Advisors since 2015 and has longstanding involvement with local churches, including the First Church Lombard and Church of the Holy Nativity. In addition to her advisory role, she is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery investment strategies managed by third parties. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Conrad May is the sole advisor at Conrad A. May, CPA, P.C., an independent firm based in Mt. Prospect, Illinois. He holds a Series 65 designation and has 26 years of experience in investment advisory services alongside over 40 years operating his CPA firm specializing in accounting and tax services. Conrad A. May, CPA, P.C. offers investment advisory and portfolio management primarily to individual clients as well as corporate and business clients, integrating financial planning with accounting and tax work. The firm generally provides non-discretionary advice and emphasizes its CPA affiliation and service to corporate clients, maintaining a small, concentrated client roster.

Keith Schoepke is a CFP® professional with 19 years of industry experience. He is the sole advisor at Wynstone Investment Advisors, LLC, an independent firm based in Crystal Lake, IL. His prior experience includes roles at J.P. Morgan Securities Inc. and LaSalle Financial Services, Inc. Wynstone Investment Advisors serves clients independently, focusing on personalized financial planning and investment management.

James Azzarello is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Copia Financial Solutions, Inc. in Palatine, IL. He has been with Copia Financial Solutions since 2001 and also maintains a long-standing affiliation with LPL Financial since 1997. Copia Financial Solutions, Inc. is an independent investment advisory firm that provides financial planning and consulting services.

Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.

Richard Arden is a financial advisor with Andover Investment Management in Algonquin, IL. He holds the Series 63 and Series 65 designations and has 45 years of industry experience. Arden has been with Andover Investment Management since 2001. Andover Investment Management is an independent firm serving clients with personalized investment management and financial planning.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.

Robert Lefevre is a CFP® professional with 24 years of industry experience and has been the principal at Lefevre & Associates since 1990. He also owns and operates a public accounting practice offering accounting and income tax preparation services. Lefevre & Associates is an independent firm based in Palatine, IL.