Michelle Mc Carthy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and previously worked for United Airlines for ten years. Outside of advising, she owns a condominium unit that she rents out. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm supports a large nationwide network of financial advisors and operates under a fiduciary standard.

Les Hunzinger is a CFP® professional with 33 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2023, and previously spent several years with Royal Alliance Associates. Hunzinger also owns Hunzinger & Co., where he provides tax and accounting services to investment clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, combining proprietary asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Gregg Vann is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at James T. Borello & Co. and Morgan Stanley. In addition to his advisory role, he operates Admiral Advisory Group, a tax preparation and accounting business. 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 advisors, incorporating model portfolios, third-party subadvisors, and advanced research tools.

Kristin Nendza is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at First Women's Bank of Chicago and Busey Bank. She serves as secretary on the St. Alphonsus/St. Patrick School Athletic Board and is involved in independent sales of cosmetics and activewear through social media. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Johnsen is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Johnsen is involved in managing staff and operations within his financial planning practice through his role at Prestidge Johnsen Operations, LLC. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kathy Schickerling is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.

Matthew O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is involved in raising and managing a small herd of show cattle as an independent contractor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Thomas Puccinelli is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Hana Murphy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and having eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to her financial career, she spent time at Two Brothers Brewing Company and United States Beverage, and she attended the University of Illinois at Chicago. 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 recommendations.

Matthew Nawrocki is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, LLC, Royal Alliance Associates, Inc., and Alt Fund Distributors. Nawrocki also serves as a consultant to Bell & Associates and NobleMark Financial Strategies, assisting with investment models and market research. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.

Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.

Mollie Cremens is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jacob Roberts is a financial advisor at Thrivent Investment Management with credentials including the Series 66 designation and one year of industry experience. His background includes roles at several churches between 2016 and 2025 and most recently at Resurgence Strength before joining Thrivent in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial planning topics, delivered through a network of financial advisors.

Patrick O'Donnell is a financial advisor with Raymond James & Associates in Naperville, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016 and is involved as a managing partner in a family business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and other entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining various portfolio management styles and affiliated research.

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.