Jacques Simpson is a CFP® with 40 years of industry experience, currently with J.P. Morgan Securities in Wheaton, IL. He has worked within various divisions of JPMorgan Chase since 1999, including roles at Banc One Securities Corporation and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research supported by a dedicated manager solutions team.

James Forcucci is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1990. Outside of advising, Forcucci is involved in executive leadership and management through ownership of Legacy Solutions, Inc., which provides operational services for financial advisors, and he serves on the board of a local office condominium association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Janssen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has dedicated over 25 years to serving clients. Since joining the firm in 1997, he has focused on helping clients develop customized strategies to meet their unique financial goals. His areas of expertise include divorce transition planning, education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jeffrey holds a Bachelor's Degree in Finance from Northern Illinois University. He also holds the designation of Personal Investment Advisor (PIA). Born and raised in Naperville, Illinois, Jeffrey resides there with his wife and their three children. Outside of his professional role, he actively coaches his children in various sports and enjoys basketball, biking, chess, football, hiking, soccer, and spending time with his family.

Charles Cucuras is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including VOYA Financial Advisors, Cetera Advisor Networks, and PPG Industries. Outside of his advisory work, he is involved in sales management for a chemical distributor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven portfolios and various institutional platforms.

Malcolm Todd is a CFP® professional with 39 years of experience in the financial services industry. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. His other business activities include part-time involvement in sales of loan products and home security and automation referrals through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Aaron Tokh is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 65 licenses and 20 years of industry experience. His career includes roles at Merrill, Bank of America, and Citigroup, with over 16 years at Citigroup/Citibank prior to joining J.P. Morgan in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence and combines quantitative and qualitative research, with investment recommendations incorporating ESG criteria and supported by affiliations with related investment management entities.

Randall Hanson is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He previously worked at Fortis Investors, Inc. for 35 years and operates Forty Four Financial, LLC, where he offers traditional life insurance and fixed annuities. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management, supported by model-based asset allocation and risk management tools.

Sagar Thakkar is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has been involved in his own financial services firm since 2019. In addition to his advisory role, Thakkar is active in real estate leasing and sales through One Real Estate Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Paul Payne II is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory work, he has an ownership interest in Reactor 88 Studios, a movie production company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

David Bucciferro is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2024, following a 23-year tenure at Woodbury Financial Services. He is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary investment models.

James Allen is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Edward Jones and Morgan Stanley DW Inc. 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 various financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies, supported by advanced operational tools but not relying on them for client investment decisions.

Raymond Iozzo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Lucas Fisher is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Edward Jones, he worked in various roles including positions at Superior Beverage and attended Iowa State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Todd Zagurski is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he has ownership interests in two investment-related firms based in Naperville, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, and niche planning areas.

Connor Longust is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, Leelyn Smith, LLC, Fifth Third Bank, Bloomington Normal Water Reclamation District, and Illinois State University. He is based in Aurora, Illinois. 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 and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Vanness is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with organizations such as the American Legion Post 414 and the Association of Financial Educators. He has also participated in several nonprofit and community groups over the years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Denise Baranowski is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Woodbury Financial Services, Merrill, Morgan Stanley, and J.P. Morgan Securities. Outside of her advisory role, she is principal of The Divorce Financial Group, LLC, specializing in divorce planning and analysis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting both discretionary and advisor-managed strategies.

Ronald Asselborn is a financial advisor at Financial Planning Resources, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with his current firm since 1999. Outside of his advisory work, he serves as a high school soccer referee during the spring and fall seasons. Financial Planning Resources, LLC is an independent firm based in St. Charles, IL, consisting of a single advisor.

Jason Stevens is the sole advisor at Recondite Capital LLC in Naperville, IL, where he has worked since 2015. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Recondite Capital LLC provides portfolio management and financial planning services to a small client base consisting of high-net-worth individuals and business or institutional clients. The firm combines discretionary portfolio management with subscription-based publications and security pricing or rating services.

Carol Anderson is the sole advisor at Anderson Wealth Advisors LLC in Naperville, IL, holding Series 63 and Series 65 licenses with 47 years of industry experience. She has worked at FSC Securities Corporation and OSAIC before founding her current firm. In addition to financial advising, she sells life insurance as an outside business activity. Anderson Wealth Advisors LLC provides fee-based financial planning and investment advice tailored to individual retirement and investment goals.