Anthony Pappas is a financial advisor with Edward Jones in Glen Ellyn, IL, holding Series 63 and Series 66 registrations and 33 years of industry experience. His prior firms include Scottrade, Inc. and Fifth Third Securities and Bank. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Lange is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed by Ohio National Equities Inc and Ohio National Financial Services from 2011 to 2018. 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 and offers a range of investment solutions, including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Matthew Quinn is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked in the restaurant industry before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

David Servatius Jr. is a financial advisor with Ameriprise in Sugar Grove, IL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Crosstown Financial Advisors LLC and Health Care Service Corporation, and he also has experience in insurance brokering and tax preparation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Bill Andrae is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Scott Modell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks and TIC Financial. He is also a licensed agent in non-variable insurance products, including life, long-term care, fixed annuities, and disability insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and supported by research from internal and third-party sources.

Raul Santiago is a Financial Consultant at Fidelity Investments, where he currently works with clients to pursue financial freedom and achieve their financial goals. He focuses on building relationships to understand clients' needs, co-creating financial plans, and ensuring comfort with Fidelity and investment choices. Raul has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Citibank as a Personal Banker and Bank Teller from 2015 to 2021. Raul's experience spans various aspects of financial services, including investment consulting, relationship management, and personal banking. His approach to financial planning is influenced by a personal commitment to provide the kind of guidance he wished his own parents had received early in their lives. Outside of his professional work, Raul enjoys baseball, golf, soccer, traveling, and spending time with family and friends.

Eric Anstedt is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Producer Resources, Inc. He has engaged in non-investment-related work outside his advisory role. LPL Financial serves a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cory Davidson is a Certified Financial Planner® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Wheaton, IL. He previously worked at Fifth Third Securities and Fifth Third Bank for a combined nine years. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets managed within Ameriprise accounts.

Reed Carmichael is a financial advisor at Fidelity with 14 years of industry experience. He has worked at Fidelity Investments since 2019, following a three-year tenure at JP Morgan Securities LLC. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Parker Mullen is a financial advisor with Osaic Wealth Inc. holding a Series 66 designation and two years of industry experience. Prior to joining Osaic, he worked at Butler National Golf Club and Illinois Wesleyan University. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Clarissa Prorok is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Financial Services since 2015 and Primerica Advisors since 2011. In addition to her advisory role, she has been employed by Indian Prairie School District 204 since 2006. She is also involved in the sale of home security and automation products and related services through Primerica affiliates. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies created by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Scott Turyna Jr. is a financial advisor with Cetera holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also serves as a financial consultant at Old Second National Bank. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, employing multiple program structures and investment platforms.

Stephen Stalcup is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he assists his wife in managing the Primrose School, a preschool and daycare business. Ameriprise Financial Services is a large institutional firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning and tax-aware withdrawal strategies, utilizing a centralized team and proprietary research to support its recommendations.

Steve Cosme is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has spent the majority of his career with JPMorgan Chase Bank and its affiliates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Lattimer is a financial advisor at Edward Jones in Naperville, IL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Jack Enright is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to provide financial planning and develop investment strategies. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative and Relationship Manager, gaining experience in client relationship management and financial advisory services. Jack's professional journey at Fidelity Investments has allowed him to build expertise in financial planning and investment strategy development. His progression from Financial Representative to his current role reflects his growing responsibilities and commitment to client service. Outside of his professional work, Jack has interests in baseball, comedy, fitness, football, museums, and outdoor adventures.

Patrick Mc Dermott is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Naperville, IL. 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 and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advising, he is involved in tax preparation and accounting as a CPA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Sandeep Mangal is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at J.P. Morgan since 2019, with prior experience at City National Bank, RBC Capital Markets, and Stat Trade Inc. 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 in its investment recommendations.