Bruce Persky is a financial advisor with LPL Financial in Downers Grove, Illinois, holding a Series 66 designation and 26 years of industry experience. He previously worked at J.P. Morgan Securities, Chase Investment Services Corporation, Banc One Securities Corporation, and Great Lakes Advisors. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Hannon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked at American Portfolios Financial Services, Inc. and Theresa Hannon Financial Group Ltd. from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Cody Donati currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Cody's professional experience spans over a decade in the financial services industry. Prior to his current role, he was Team Leader and Investment Manager Consultant at Fidelity Investments from 2021 to 2026, and before that he worked as a Financial Consultant at the same company from 2016 to 2021. His career also includes roles as a Financial Adviser at PNC Investments from 2013 to 2016, Financial Adviser at Edward Jones from 2011 to 2013, and a Branch Intern at Scottrade from 2010 to 2011. Outside of his professional work, Cody's personal interests include cooking, baking, fishing, and traveling.

Robert Schuldt Jr. serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in values-based wealth management and transfer, focusing on understanding clients' individual needs to develop personalized financial strategies. His expertise includes financial and investment strategies, estate and wealth transfer, and planned giving and investment consulting for nonprofit organizations. With over 30 years of experience, Robert's disciplined approach has been refined through his role as an advisor since 1994. He provides services across areas such as corporate executive services, legacy planning, philanthropic planning, socially responsible and ESG investing, tax minimization, and retirement income. Robert holds a Bachelor of Science degree in Finance with an emphasis in Economics from Rockford University. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor. He is also a member of the Board of Trustees for the Moody Bible Institute. Outside of his professional commitments, Robert enjoys camping, drawing, painting, photography, reading, and writing.

Michael Kelliher is a Series 66 registered advisor with Edward Jones in Naperville, Illinois, where he has worked since 2017. He has nine years of industry experience, including a prior role at Grand Marketing Solutions. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Cirelli is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for nine years before joining OSAIC in 2024. Cirelli is also the head coach for the boys JV baseball team at St. Francis High School. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex affiliate network.

Jude Wilbers is a financial advisor with Thrivent Investment Management in Geneva, Illinois, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Investment Management since 2014 and also works with THRIVENT Financial since 2015. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and offers planning services that can be combined with managed accounts but maintains separate advisory structures for these services.

Justin Elder is a financial advisor at Cetera with seven years of industry experience and a Series 66 designation. He has held roles at multiple firms since 2019, including Elder Wealth Management, LLC, and currently serves as a member of Brightpoint Financial LLC. Outside of financial services, he owns Chicago Game Night, an event planning business, and serves on the boards of Moose & Me Baking Company, a nonprofit employing adults with disabilities, and Front Porch Ministries. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors. The firm serves a diverse client base and offers a multi-manager platform with a range of portfolio management and retirement services.

John Goblet Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include nine years at J.P. Morgan Securities and four years at Chase Investment Services Corp. Outside of his advisory work, he is involved in HeadUnit LLC and Partnerland LLC, business entities not related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, employing a mix of discretionary and non-discretionary strategies supported by operational tools but not automated investment decision-making.

Timothy Luby is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Naperville/Lisle branch. He works as part of the Fair, Wauters Group, collaborating with a team to provide tailored financial guidance and wealth management strategies for individuals, families, and small business owners. His approach emphasizes transparency, accountability, risk management, and proactive education to help clients make informed financial decisions. Since entering the financial industry in 2015, Timothy has focused on investment management, client service, and comprehensive wealth planning, including corporate benefits, executive and equity compensation, family wealth management, personal retirement planning, tax minimization, and socially responsible investing. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, is a Certified Plan Fiduciary Advisor (CPFA), and a Personal Investment Advisor (PIA). Timothy earned his bachelor's degree from Illinois Wesleyan University. Outside of his professional responsibilities, Timothy is involved with the Midwest Shelter for Homeless Veterans. He enjoys adventure sports, biking, running marathons, cooking, and spending time with his family. He lives in Wheaton with his wife Elise, their children, and their black Labrador.

Michael Flores is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin Senechalle is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 66 designations and having 11 years of industry experience. He previously worked at Infinex Investments Inc. at Allied First Bank for nine years and Money Concepts Capital Corp for one year. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Muldoon is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 credential and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in managing business operations for several entities, including JAG Holdings, LLC and Davis Parkway Group LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm integrates investment research, third-party data, and algorithmic tools to support its planning process, with a product ecosystem that includes Columbia and RiverSource sub-advised options.

Dustin Husarik is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked in various capacities within Wells Fargo Clearing and Wells Fargo Advisors since 2016, as well as a brief role at DeVry University. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, serving clients with diverse planning needs including retirement, education, and niche areas such as business-owner transition and special-needs analysis.

John Gedwill is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fifth Third Securities and Fifth Third Bank for over a decade. 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 services through a large network of advisers and integrates both advisory and non-advisory financial solutions.

Clay Terry is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2018 and is also associated with Terry Investment Group, Inc., where he serves in a support role. Prior to this, he worked briefly at Covenant Surgical Partners and Vail Resorts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains notable municipal finance capabilities and customized retirement plan advisory programs.

Maxwell Mc Callum is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Amazon and in education within Indian Prairie School District 204. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Anthony Crespo is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles across several school districts from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Draper is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company since 2003. Draper also serves as Vice President of Western Catholic Union Branch 100, where he assists in fundraising activities. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options, and is notable for its scale, complex affiliate structure, and private-equity ownership.

Michael Alaimo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and methodologies to support its advisory services.