Kelly Saurbaugh is a financial advisor at Edward Jones with 8 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2012. Outside of her advisory role, she serves as a team captain for a local Relay For Life, raising funds for the American Cancer Society. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher De Long is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2025. De Long has also been involved with DeLong & Associates, Inc. and its d/b/a Padgett Advisors since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment program platforms through a nationwide network of independent advisors.

Constantin Azman is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2018. He also owned Costa's Trucking Inc. for nine years and operates a separate accounting business through Primus Consulting, Inc. Additionally, he is co-owner of Language Quest Inc., a non-investment related venture. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Paraskevas Sellis is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at TD Ameritrade Investment Management, TD Ameritrade, JP Morgan Chase Bank, and JP Morgan Securities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a formal alternative-investment due diligence process.

Sitalakshmi Arumugam is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA since 2009. 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. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Ralph Liberatore is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. from 2013 to 2021. He serves as a Board of Trustee for the Village of Kildeer. Raymond James & Associates 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Esposito is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Forest, IL, and has one year of industry experience. His prior roles include positions at the American Conservation Coalition and Charter Communications. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of financial planning and investment services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services that include specialized planning such as business-owner transition and sports and entertainment planning.

Tejal Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing five years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at Park Community Credit Union. 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 network of Wealth Advisors.

David Kirkby is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved in basic tax preparation and accounting through Kirkby, Phelan & Associates, CPA. 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, supported by a large network of advisors and advanced operational tools.

Michael Kizman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on personal retirement planning, portfolio management services, and retirement income strategies. Michael works closely with clients to develop personalized financial plans aimed at helping them pursue their long-term goals. He holds a Bachelor's Degree from Northern Illinois University and the professional designation of Personal Investment Advisor (PIA). Committed to community involvement, Michael actively volunteers with local organizations. Outside of work, he enjoys baseball, basketball, chess, running marathons, swimming, and spending time with his family.

Anton Atkinson is a Series 66-licensed financial advisor with LPL Enterprise in Rosemont, IL, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and NinjaTrader LLC, among other firms. He is also involved as an investment representative with Hunken Ewing Financial Group, focusing on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, 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, financial planning, and insurance products through affiliated entities.

Rodney Pikul is a financial advisor with Edward Jones in Carol Stream, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Pikul serves as a board member and secretary for the Carol Stream Chamber of Commerce, where he helps organize and promote events and participates in board decisions. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable clients. The firm offers a range of investment strategies, advisory programs, and affiliated financial products, supported by a nationwide network of financial advisors and branch offices.

Rebecca Kwong is a financial advisor with Edward Jones in Hoffman Estates, IL, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Richard Kaczor is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked with multiple firms including Avantax and Cambridge Investment Research. In addition to his advisory roles, he is the owner of Clearview Wealth & Tax Advisors LLC and president of Kaczor and Associates Ltd, which provides tax preparation, payroll services, and business consulting. He also oversees JC Family Construction Corp, a residential home rehab and remodel business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of management and advisory services through a multi-manager platform that includes both affiliated and third-party providers.

Douglas Winzelberg is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise Managed Accounts alongside affiliated investment products.

Kevin Kruse is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Citizens Securities, Inc. from 2006 to 2012 before joining LPL Financial in 2012. Kruse serves on the board of the Saint Charles Sportsmans Club, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies through its network of advisors and provides various financial planning and asset management solutions.

Kyle Haley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual and Texas JJ's LLC. 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 investment recommendations.

Lawrence Schmitt is a financial advisor at LPL Financial in Palatine, IL, holding Series 65 and Series 66 licenses with six years of industry experience. He previously worked at B. Riley Wealth Advisors, Inc. and Wipfli, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party strategies.

Christopher Roberts is a CFP® professional with 24 years of experience in the financial services industry. He has worked with Cambridge Investment Research Advisors since 2018 and previously held roles at LPL Financial and Alchemy Advisors. Roberts is also involved as an independent insurance agent with multiple companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using both proprietary and third-party strategies across various platform arrangements.

Matt Cole is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Green State Credit Union for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory programs supported by a large nationwide network of financial advisors and branch offices.