Patrick Mottley is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He has worked at Ameriprise since 2017, following six years at US Bank. Mottley is CEO of Mottley Inc., an S Corporation established to manage his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Alexandra Keck is a CFP®-certified financial advisor with Ameriprise in Westmont, IL, and has nine years of industry experience. She has worked at Ameriprise since 2015, including its affiliated entities, and briefly at LPL Financial in 2024. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise-managed accounts.

Joseph Vance is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, including time under its prior name Axa Advisors, LLC. Before entering the financial services industry, he worked in retail at Home Goods for two years. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through both proprietary and third-party advisory programs.

Adriana Frazier is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 2013 and previously worked at D.A. Davidson & Co. Outside of her advisory role, she is a member and owner of Production Spring, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, using a variety of portfolio management styles supported by affiliated research and model managers.

Melissa Uylaki is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to this, she worked at JPMorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and offers access to broader derivatives and commodities capabilities.

Gene Becker is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2018, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Becker is a partial owner of several investment-related entities, including MANBECK PARTNERS and INNOVATIVE RETIREMENT ASSOCIATES LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet specific net-worth thresholds across various planning areas.

Richard Cohen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals through personalized wealth management strategies tailored to their individual needs and the changing market conditions. He provides access to the investment insights of Merrill as well as banking and lending solutions through Bank of America. Richard holds a Bachelor's Degree from the University of Illinois System and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community participation and spends time volunteering with local organizations.

Patrick Mcnamara is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at Ameriprise from 2006 to 2009 before joining LPL Financial, where he has been since 2009. In addition to his advisory role, he operates McNamara & Toscano Tax Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Shriver is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Shriver holds the Series 66 designation and is based in Orland Park, IL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, using a combination of internal research and third-party data.

Louis Montana is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. He previously worked at UBS Financial Services from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jonathan Czopek is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL in 2025, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC for approximately eight to nine years. Czopek is also involved with Wintrust Investment and Insurance Agency in a non-variable insurance capacity. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and multiple investment strategies.

Lizbeth Menjivar is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held various roles within Fidelity Investments since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Lizbeth has experience in helping customers develop customized financial plans aimed at assisting families in working towards their long-term financial objectives. She focuses on building relationships to understand each client's personal, professional, and financial goals, enabling the creation of tailored financial strategies. Outside of her professional work, Lizbeth enjoys family activities, food, Pilates, traveling, volunteering, and yoga.

Amy Gross is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at Merrill and Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

William Flowers is a CFP® professional with 18 years of experience in the financial advisory industry. He is currently with LPL Financial, where he has worked since 2023, following a 14-year tenure at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Isabel Acton is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, she held roles in marketing and athletics administration, including positions at Razorfish and the University of Illinois Division of Intercollegiate Athletics. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Hawkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at the D.K. Hawkins Group and held various roles including at Illinois State University and St. Charles Sportsman Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Philip Ruggio is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Ruggio is also an independent insurance agent specializing in fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Patrick Cronin is a financial professional at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America, Inc. and has held various roles outside the financial industry. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a range of customizable strategies and third-party money manager programs.

Kenneth Castillo is a Series 66-licensed financial advisor with Edward Jones in Tinley Park, IL, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Matthew Pierce is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been advising clients for 25 years. In his role, he helps clients develop disciplined, planning-based strategies to pursue their financial goals, including college education planning, family wealth management, retirement income, tax minimization, and socially responsible investing. Matthew holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He earned both his Bachelor's degree with a double major in Economics and Finance and his MBA with a concentration in Finance from St. Ambrose University. His extensive experience includes working in banking, insurance, and institutional money management before joining Merrill Lynch. Based in the Chicago area, Matthew also engages with his community by providing seminars on retirement strategies. Outside of work, he enjoys adventure sports, golfing, hiking, traveling, and spending time with his family.