Todd Nyberg is a CFP® professional with 13 years of experience in financial advising, currently practicing at Edward Jones since 2012. He holds the Series 66 designation and is based in Western Springs, IL. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Megan Noga is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding member of The Theis Noga Group. She leads the team’s planning-based efforts to help clients set realistic financial goals, organize their financial lives, and prepare for both anticipated and unforeseen circumstances. Megan works with a diverse group of clients, including active and retired corporate executives, business owners considering sale or succession, and widows and widowers who benefit from her careful and considerate approach. Since joining Merrill in 2000, Megan has built trusted relationships across multiple generations by providing tax-efficient investment and income strategies, evaluating Social Security options, and coordinating with CPAs, attorneys, and trust specialists to optimize tax minimization and estate planning. Her expertise includes retirement income planning, family wealth management strategies, small business strategies, and services for endowments, foundations, and non-profits. Megan holds a Bachelor of Science degree in Finance from Millikin University. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor (CEPA). Residing in Somonauk, Illinois, Megan coaches youth sports and is active in the local Parent Teacher Organization.

Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ben King is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of investment professionals within Fidelity Private Wealth Management. In this role, he provides high net worth clients with account administration and maintenance services and focuses on building lifelong relationships. Ben has a long tenure with Fidelity Investments, having served in various capacities since 1999. His experience includes roles such as Investment Consultant (2011-2022), Financial Representative (2009-2011), Retirement Brokerage Representative (2004-2008), and Participant Service Representative (1999-2004). This extensive experience underpins his expertise in wealth management and investment consulting. Outside of his professional career, Ben's personal interests include comedy, family activities, football, military service, and movies.

Erica Alldredge is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads professionals in advancing their planning skills to significantly impact clients' financial goals and support their career development. She holds a California Insurance License, which complements her leadership responsibilities. Additional details regarding her education, credentials, personal interests, or community involvement have not been provided.

Magdalena Lacek is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at BMO Bank NA and BMO Harris Bank. 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 financial planning and investment management services through a broad network of advisors, providing access to model portfolios, third-party asset managers, and customized strategies.

Slavek Laskowski is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005, including time under its former name Axa Advisors. Outside of his advisory role, he operates an outside insurance brokerage under the DBA BLU-STAR STRATEGIC ADVISORS. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs in its investment approach.

Jillian Szafranski is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.

Robert Meyers is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at LaSalle St Investment Advisors LLC and Edward Jones. Outside of advising, he serves as treasurer on the board of directors for the Center of Hope and is involved in several business ventures including co-ownership of a retail business and an affiliate marketing company. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, primarily focusing on assets held in Ameriprise Managed Accounts.

Nikole Galanes is a financial advisor with Primerica Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of advisory work, she is involved in a legal entity formed for Primerica business purposes and participates in sale referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-based investment strategies managed by third-party asset managers and supports trading and custody through Pershing, focusing on a range of strategic and tactical models but does not provide portfolio management for institutional clients.

John Passananti is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Equitable Advisors since 2002, including its prior iteration as Axa Advisors. Passananti serves on the board of JDRF Illinois, supporting the organization’s mission and research agenda. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and uses both proprietary and third-party asset management solutions tailored to client risk profiles.

Samuel Varzino is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation. He has been with the firm since 2025 and has prior experience at Saint Andrews Capital. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory models, providing a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elijah Muhammad is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and accumulating 15 years of industry experience. His work history includes roles at PFS Investments, Inc., and multiple hospital systems. He is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports execution and custody through Pershing.

Joseph Schoenhardt is a financial professional with 39 years of industry experience. He currently works at Osaic Wealth and holds Series 63 and Series 65 licenses. His prior experience includes over two decades at Securities America Advisors and Veravest Investment Advisors. Outside his advisory role, he is involved in selling insurance products through his insurance agency based in Chicago. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and provides access to a broad platform of programs and third-party managers.

Scott Bowman is a financial advisor with Edward Jones in Hinsdale, Illinois, holding Series 63 and Series 66 credentials and with 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory work, he is a member of Wild Card Racing, LLC, an entity established to facilitate use of a garage at the Autobahn Country Club. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Townsend is a CFP® with 34 years of industry experience, currently advising clients at Raymond James & Associates since 2017. His prior experience includes roles at Waddell & Reed, Ameriprise, and various insurance carriers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Michael Scanlan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience, including seven years at Edward Jones. Outside of his primary role, he serves as CEO and independent contractor for msm wealth management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Giulio Liotine is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He brings extensive experience in financial services, having begun his career in 2002 and joined Merrill in 2009. Giulio specializes in managing personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Giulio served honorably in the U.S. Army and earned a Bachelor’s Degree from Eastern Illinois University. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Italian. Giulio’s approach centers on understanding his clients’ needs through close collaboration to craft customized financial strategies aimed at helping them pursue their goals. Outside of his professional commitments, Giulio spends time with his wife and children and enjoys activities such as biking, chess, golfing, hiking, reading, and running.

Kimberly Clark is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. She has been affiliated with Cetera and First Merchants Investment Services for seven years. Outside of her advisory work, she serves as a board member for South Chicago Parents & Friends, Inc. and as a committee co-chair for Delta Sigma Theta Sorority, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform that includes model portfolios, automated allocations, and bespoke strategies.