Michael Chatterton is a Series 66-credentialed financial advisor at LPL Financial with 20 years of industry experience. His career includes roles at CUNA Mutual, Andigo Credit Union, and Cuna Brokerage Services, Inc. He is also associated with Consumers Financial Group in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with access to model portfolios, third-party research, and multiple management options for clients.

Bradley Peterson is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing eight years of industry experience. He has been with Morgan Stanley since 2016, including his current role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process relies on structured discovery conversations and firm-approved tools, and it offers both retail and institutional solutions alongside additional services such as private funds and principal trading.

Melinda Camardella is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Edward Elmhurst Health and has ongoing involvement in acupuncture through Momentum Health Care and Return to One Acupuncture. She serves as a board member of the Illinois Department of Financial and Professional Regulation Board of Acupuncture and has held leadership roles in the Illinois Society of Acupuncturists. Equitable Advisors provides financial planning, retirement support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with third-party asset managers and advisory programs.

John Thompson is the Senior Resident Director at Merrill, with professional experience dating back to 1985. He has served as a Senior Vice President and Wealth Management Advisor, specializing in providing financial strategies tailored to individual clients' goals and long-term growth. John leads a team that focuses on diverse and disciplined portfolio management, utilizing Model Portfolio Strategies to implement discretionary portfolio management on behalf of clients. John holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. He emphasizes helping clients understand and manage risk effectively across their financial portfolios. Residing in the Arlington Heights community with his family, John enjoys baseball, boxing, football, music, reading, running marathons, and spending time with his family. He values building long-term relationships with clients and providing clear, accessible guidance through different stages of their financial lives.

Benjamin Stephens is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at 2nd Wind Exercise Equipment for six years. He holds a Series 66 license and is based in Villa Park, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Andrew Minehart is a financial advisor with Edward Jones in Elgin, IL, holding CFP® and ChFC® designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Minehart is president of Minehart Enterprises LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies with affiliated capabilities such as trust services and securities-based lending.

Patrick Naughton is a financial advisor with Cetera, holding a Series 63 designation and 38 years of industry experience. He has been with Cetera and its affiliates since 1988 and founded Naughton Financial Services in 2012. Outside of his advisory work, Naughton serves on the Board of Lay Trustees for Marmion Academy, a private high school, and is a board member of the John Paul II Renewal Center, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Henry Moreno Alzate is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked as an independent solar broker and was involved in coaching soccer through the Wilmette Wings Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a widespread network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Joel Billings is a financial advisor with LPL Financial in Geneva, Illinois, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he serves as a substitute teacher for the Geneva School District 304. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by internal and third-party research and a variety of investment strategies.

Andrew Tistle is a financial advisor with Raymond James Financial Services Advisors Inc. in Itasca, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Raymond James since 2000 and is also co-owner and president of a non-investment related support company, Tistle, Solesky & Burgman LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation, modeling tools, and firm research to tailor recommendations and support client decision-making.

Lyle Berkson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is involved in a residential rental business. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Kenneth Busch is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. His prior experience includes roles at Edward Jones and several other firms. He has also been involved in independent insurance brokering, focusing on whole life insurance. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Matthew Miceli is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at United Center and Edward-Elmhurst Healthcare. Outside of his advisory role, he is involved part-time in converting hockey to basketball events at the United Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Faye Johnson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial and Ameriprise Financial Services, Inc. prior to joining Cetera. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Richard Miller Jr is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has worked within various Wells Fargo entities since 2009 and has ownership interests in two wealth management firms in Arlington Heights, Illinois. He also maintains a part-time role in an insurance practice based in Sarasota, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs, including specialized planning for business owners, sports and entertainment professionals, and clients requiring niche analyses.

Richard Roeser is a financial advisor with Edward Jones in Palatine, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services under a fiduciary standard.

Emily Bedford is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill for three years. Before her career in finance, she held positions at Dewey's Pizza and Walt Disney World. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and integrated financial services.

John Corey is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entities. Outside of his advisory role, he serves on the board of the Jason George Memorial Foundation. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and emphasizes a range of affiliated brokerage and insurance solutions.

Peter Maffiola is a financial advisor with Ameriprise in Itasca, IL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Dearborn National and Bankers Life. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver tailored retirement plans.

Michael Sbertoli is a financial advisor with Ameriprise in Saint Charles, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he engages in selling and reselling collectibles from his personal collection on eBay. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning advice and written recommendations focused on income stability and tax-aware withdrawal strategies.