Clifford Hunn III is a financial advisor with Ameriprise in Crystal Lake, IL, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1999. Outside of advising, he is involved in independent insurance brokering and manages office expenses through a business ownership entity. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and leveraging algorithmic tools under oversight.

Chad Christell is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2008. 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 supported by a large nationwide network of financial advisors and branch offices.

Peter Hudepohl is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for American Portfolios Financial Services, Inc. for nine years and has operated Reisner Hudepohl Financial Services since 2013, where he also engages in insurance sales. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary terms.

Toby Conway is a financial advisor with Ameriprise in St Charles, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Woodruff is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at Cetera and its affiliated entities since 2004 and has also been associated with Legend Equities Corporation since 2015. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing affiliated and unaffiliated managers across various program structures and custodial relationships.

Alexandria Cutrone is the Vice President and Branch Leader at Fidelity Investments, a role she has held since 2022. In this capacity, she leads, manages, and coaches a team of financial professionals focused on providing clients with a comprehensive wealth planning experience. Alexandria emphasizes understanding clients' priorities to tailor financial strategies that align with their goals. Her tenure at Fidelity Investments spans over a decade, beginning as an Intern in 2012. She has progressed through various positions including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and Assistant Branch Leader before assuming her current leadership role. This extensive experience within the firm reflects her deep familiarity with financial advisory services and team leadership. Alexandria is committed to fostering a collaborative culture and supporting the professional growth of her associates. Details regarding her educational background and personal interests have not been provided.

Slavko Ivanisevic is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he supports executives in utilizing their company's benefits and developing efficient wealth plans across all five pillars of Wealth Planning. He has held this position since 2022. Slavko has been with Fidelity Investments since 2006, progressing through roles including Stock Plan Services Representative, Financial Consultant, and Vice President, Financial Consultant. He holds the Certified Financial Planner (CFP) designation and has extensive experience in helping clients grow and protect their wealth. Outside of his professional work, Slavko has interests in music, soccer, and traveling.

Nicholas Payne is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2018 and Mesirow Financial from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery processes and firm-approved tools.

Victor Simonelli is a financial advisor with Edward Jones in Mt Prospect, IL, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Ernst & Young LLP and DJE Holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Kimberley Milfred is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and previously worked at Morgan Stanley & Co. LLC from 2007 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates approved tools and scenario modeling.

Frank Pawlowski is a financial advisor with Primerica Advisors in Elmhurst, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is a co-owner of HOLN, LLC, a solar power company based in Scottsdale, AZ. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily focused on retail clients rather than institutional plans.

Steven Adams is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 1992. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nick Stavropoulos is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2025, he worked at Wintrust Investments LLC for six years, U.S. Bancorp Investments, Inc. for five years, and held roles at several other firms including Citizens Securities, PNC Wealth Management, Chase Investment Services Corp., Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 programs supported by research-driven tools and a broad institutional platform.

Dennis Mc Namee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized wealth management strategies tailored to align with each client’s unique financial picture and long-term goals. He provides access to investment insights from Merrill and integrates banking and lending solutions through Bank of America to support client needs. Dennis holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Illinois. He follows the Merrill tradition of community involvement and dedicates time to volunteer with local organizations. His approach emphasizes collaboration with clients to create flexible financial strategies that adapt to changing market conditions.

Christian Apostolov is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in environmental services and home care. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as a commodity pool operator with formal advisory roles for multiple registered investment companies.

Anthony Segalla is a financial advisor with Edward Jones in Mount Prospect, IL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Segalla is a retired member of the U.S. Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and maintains a large network of financial advisors and branch offices nationwide.

Russell Wilson is a Series 66-registered financial advisor with 17 years of industry experience, currently with Cetera since 2025. He has prior experience at Avantax Advisory Services and 1st Global Advisors, and he is a partner at Porte Brown LLC, where he provides tax and accounting services. Wilson also serves on the Board of Directors for the Illinois CPA Society Peer Review Committee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Rebekah Berry is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird since 1999. Berry serves on the board and the Endowment Trust Committee of the Greater Elgin Family Care Center, where she participates in overseeing the overall investment allocation of the endowment trust. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a broad range of investment strategies and client goals.

Jeffrey Smiejek is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has held roles at Avantax Investment Services, Porte Brown Wealth Management, and 1st Global Advisors, among others. Outside of advising, he is a partner at Porte Brown LLC, where he manages staff and clients and leads the valuation and transition planning team. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Nicholas Parker is a CFP® and Series 66-credentialed financial advisor with Edward Jones, based in Itasca, IL. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he manages a single-unit rental property in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.