Cynthia Hermosillo is a financial advisor with Raymond James Financial Services Advisors, Inc. in Downers Grove, IL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley from 2011 to 2018 before joining Raymond James in 2018. Outside her advisory role, she serves as Vice President of Loftus Group Wealth Partners, where she manages administrative and client support functions. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Charles Jarvis is a financial advisor with Edward Jones in Wheaton, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Ausdal Financial Partners, Quasar Distributors, and Amplify Investments. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Janice Brack is a financial advisor with Ameriprise in Palos Heights, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Wolf is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Long is Vice President and Private Wealth Management Advisor at Fidelity Investments. He is focused on providing a comprehensive approach to wealth planning that helps clients build, preserve, and transfer wealth across generations. He and his team use a systematic approach to defining client goals, developing strategies to achieve them, assisting with implementation, and managing change as objectives evolve. Mr. Long has over three decades of experience in wealth management and financial services. Prior to his current role at Fidelity Investments since 2012, he held positions including Vice President at J.P. Morgan Private Bank from 2011 to 2012, Senior Vice President of Strategy & Business Development at Calamos Investments from 2005 to 2011, Vice President roles at CIBC Private Wealth Management from 2000 to 2005, William Blair & Company from 1995 to 1998, and Prudential Asset Management Company from 1987 to 1995.

Robert Rutkowski is a financial advisor at Osaic Wealth, Inc. with 43 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining Osaic in 2024. Rutkowski holds Series 63 and Series 65 licenses and also operates as a registered advisor under The Lineage Group. Osaic serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services and employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a variety of investment types.

Patrick Cisko is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at TD Ameritrade and TCF Bank and serves as a firefighter for the City of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

James Defano is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 licenses and ten years of industry experience. His prior roles include positions at Pruco Securities, First Federal Bank, State Farm, and BMO Harris Bank, as well as nearly a decade running Defano Physical Therapy. Outside of his advisory work, he serves as a Medicare sales broker and is involved in youth sports as an umpire and referee for baseball, softball, and basketball games. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities along with insurance products.

Geoffrey Peterson is a financial advisor with LPL Financial in Mokena, Illinois, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Rincker Investments LLC and Waddell & Reed, Inc., as well as operating as a Notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios from multiple sources to support diversified investment strategies.

Joshua Schachner is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services Advisors, Inc. Schachner is based in Downers Grove, Illinois. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized advisory solutions, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses, with an emphasis on non-discretionary, risk-based financial planning and consulting.

Michael Kordas is a financial advisor with Cetera in Frankfort, IL, holding a Series 66 designation and 10 years of industry experience. He has been associated with Cetera and its related entities since 2020 and also owns Nestlehut Financial Services, LLC, which provides financial services. Additionally, he manages Kordas Holdings, LLC, an expense management business. 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 variety of portfolio management and financial planning services and operates a multi-manager platform that includes access to affiliated and unaffiliated third-party managers.

Matthew Troutman is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

Renee Raymond is a financial advisor with Ameriprise in Mokena, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Wunderlich Securities, Inc. from 2014 to 2018 before joining Ameriprise Financial Services Inc. in 2018. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored, non-discretionary advice primarily for assets managed within Ameriprise.

Michael Charnot is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various firms including Avantax Advisory Services and Honkamp, P.C., and maintains a role as Office Assistant at Strategize Wealth Management Group, where he supports client meeting preparation and proposal creation. He also prepares tax returns through Strategize Tax LLC. 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 financial planning services, utilizing both affiliated and third-party managers, and supports diverse program structures with ongoing supervision and client reviews.

Thomas Van Dellen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Waddell & Reed Inc. Outside of his financial career, he serves as president of the Kiwanis Club of Frankfort and vice president of the Frankfort Chamber of Commerce, and he has worked as a basketball official since 1993. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs and portfolio management options, supporting more than 10,000 advisors and overseeing over $256 billion in assets.

Bill Brockob is a Planning Consultant at Fidelity Investments, a role he has held since 2021. In this position, he collaborates with clients and their families to develop financial plans and investment strategies aimed at protecting, preserving, and growing their wealth. Prior to this, he served as a Relationship Manager at Fidelity from 2019 to 2021 and as a Financial Representative from 2018 to 2019. Before joining Fidelity, Bill worked as a Private Client Banker at JP Morgan Chase from 2010 to 2018. Bill's professional experience spans over a decade in financial services, focusing on comprehensive financial planning and client relationship management. He emphasizes listening to and understanding client needs, addressing their concerns, and clearly communicating the complexities involved in financial planning. Outside of his professional work, Bill enjoys cooking and baking, engaging in family activities, parenthood, reading, and traveling.

Kelly Friebele is a Series 66-registered advisor with Merrill, based in Westmont, IL, and has seven years of industry experience. She has worked at Merrill since 2019 and previously at BofA Securities, Inc. earlier that same year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s platform allows access to a wide range of products and services beyond typical investment management.

Kenetha Cook is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Marianos, Fifth Third Bank, First Centennial Mortgage, and PNC Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports a large nationwide network of advisors and branch offices.

Mark Szulc is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also owns Find More, Inc., an online sales business specializing in merchandise such as toys and collectibles. J.P. Morgan Securities 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.

Roger Nulton is a financial advisor with Equitable Advisors in Clarendon Hills, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2011. Outside of his advisory role, he is a trustee and power of attorney for family trusts and is a member and partner of Life Loyal Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.