Amy Lanenga is a financial advisor with Wells Fargo Advisors based in Naperville, IL. She holds Series 63 and Series 65 licenses and has 36 years of experience in the industry. Her career includes multiple roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Alexander Runge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Outside of finance, he has past experience running small businesses including Krema Coffee House and AC's Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Matt Byrne is a Financial Consultant currently working at Fidelity since 2021. Prior to this, he served as a Financial Advisor at Edward Jones from 2018 to 2021. In his role, Matt focuses on assisting individuals and families with their financial needs and goals by developing personalized plans based on a thorough understanding of their objectives. Matt holds an Arkansas Insurance License, which supports his work in the financial services field. Outside of his professional career, he has personal interests that include fitness, playing instruments, movies, music, running, and yoga.

Jock Cameron is a CFP® professional with 30 years of industry experience. He has worked at Osaic since 2024 and previously spent 14 years at Woodbury Financial Service, Inc. Cameron is the owner and director of JMC Financial Solutions, LLC, and serves as chairman of the finance committee for the Geneva Community Chest, a nonprofit that supports local charitable organizations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and multiple advisory platforms to manage portfolios incorporating various investment products on discretionary or non-discretionary bases.

Karen Foley 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 been with J.P. Morgan Securities since 2012, also working at J.P. Morgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Kevin Jensen is a Series 66-licensed financial advisor with Thrivent Investment Management in Woodridge, IL, where he has worked since 2005. He has 20 years of industry experience and has spent his career with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Jason Sidell is a Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Matthew Taylor is a financial advisor at LPL Financial in Wheaton, IL, holding a Series 66 designation with two years of industry experience. He has been with LPL Financial since 2024 and is also the president and business owner of Westward Media. In addition to his advisory work, he is employed as a camera assistant with IATSE Local 600, providing film production services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through its network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, supported by research and various strategic and tactical investment approaches.

Timothy Drechsel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Wintrust Wealth Management and J.P. Morgan Chase Bank. Outside of finance, he owns The Picture Garden Photography business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Thomas Harty is a financial advisor with Charles Schwab in Wheaton, Illinois, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2015 and previously worked within Schwab Retirement Plan Services, Inc. Thomas serves as a council member and chairs the Stewardship committee at Faith Lutheran Church. Charles Schwab 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, combining non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment research.

Jess Carr is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2019, alongside his role at Charles Schwab starting in 2017. Prior to this, he had a brief tenure at Northern Trust and was involved with Insomnia Cookies for three years. Outside of his advisory work, he is a capital contributor to CarrBros LLC, a real estate-related venture. Charles Schwab serves a large client base, 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 services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jerry Dipert is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has 39 years of industry experience. His prior work includes roles at METLIFE Securities Inc and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he works as a licensed insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a goal-focused planning process without discretionary investment authority.

Justin Lamonica is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial since 2018 and previously with Princor Financial Services Corporation and Principal Life Insurance Co from 2008 to 2018. Lamonica also manages Lamonica Financial Group, LLC, which offers life, disability, health, and long-term care insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by research and model portfolios.

Brian Serio is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual for nine years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Jeff Slattery is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously operated DreamLander Eco-Adventure Tours for five years. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Sara Brown is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs and serves multiple registered investment companies and advisory platforms.

Aira Lodygowski is a financial advisor with LPL Financial based in Saint Charles, IL. She holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining LPL Financial in 2021, she worked at BMO Harris from 2011 through 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Valerie Sitarz is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of finance, she has experience with tutoring and autism therapy services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services including discretionary portfolio management and fund advisory, and it employs systematic methodologies and oversight controls while also serving as an advisor to multiple registered investment companies.

Michael Ulaszek is a financial advisor with Edward Jones in Geneva, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2015. 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 advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Aaron Feinblatt is a financial advisor with Ameriprise in Batavia, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2001. Outside of his advisory role, Feinblatt manages several business entities related to the operations and management of his financial practice. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.