Douglas Klimah is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Cetera since 2019, with prior roles at Opus Wealth Partners and LPL Financial. In addition to his advisory work, Klimah serves as a notary providing notarization services for union member documents. Cetera Investment Advisers LLC is a large SEC-registered firm that offers a wide range of investment and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to various portfolio management strategies through discretionary and non-discretionary program structures.

Robert Sanfilippo is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wayne Hummer Investments LLC for eight years and retired for two years before joining LPL Financial in 2025. 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 portfolios, and institutional platforms, supported by a large network of over 22,000 advisors.

Brian Leclercq is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2013. Outside of his advisory work, he serves as a board member of the Oswegoland Heritage Association and is a township supervisor for Oswego Township, overseeing budgets and acting as ex officio treasurer for the cemetery board. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, operating through a nationwide network of over 10,000 advisors.

Dennis Giese is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010, and previously worked at Woodbury Financial Services and SPC. Outside of his advisory work, he owns Giese Financial Group, which is involved in the sale of various lines of insurance. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

David Tsang is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with Harris Investor Services Inc and Harris Bank for over two decades. Outside of his advisory work, he serves as an assistant tennis coach at Rosary Catholic High School. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of non-advisory financial products.

Susan Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her career includes extensive tenure at Avantax Advisory Services and Avantax Investment Services, spanning over two decades, alongside owning Susan S. Lewis Ltd, a tax preparation and bookkeeping business. She also owns two businesses in manufacturing and repair, Ideal Truck Body, Inc. and Repair Me, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 and advanced research and operational tools.

Shahzad Shamsuddin is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 14 years of industry experience. His prior work includes roles at Old Second National Bank, LPL Financial, Fifth Third Securities, and MB Financial Bank. He is also involved with Thai Triad Inc. outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

Katie Groves is a financial advisor with Edward Jones in Channahon, Illinois. She holds a Series 66 designation and has eight years of industry experience, including five years at Rayjus prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lara Stehlik is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has been with Fidelity since 2021, progressing from Financial Consultant to Planning Consultant before her current role, which she began in 2024. Prior to joining Fidelity, Lara worked as a Financial Advisor and Branch Office Administrator at Edward Jones from 2016 to 2021, and as a Relationship Manager at JPMorgan Chase from 2014 to 2016. Throughout her career, Lara has focused on helping clients build financial plans tailored to their goals, leveraging the tools and resources available through her roles. Her experience spans various aspects of financial advising and planning, emphasizing client support and benefits consultation. Outside of her professional work, Lara enjoys board games, fitness activities, hiking, social events with friends, and volunteering.

Michael Shackel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Thrivent since 2002. In addition to his advisory role, Shackel serves as the Supervisor on the Lemont Township Board in Cook County, Illinois, overseeing government operations and ensuring compliance with state and federal laws. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across multiple financial planning areas. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining them as separate engagements.

Benjamin Heiler is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Plainfield, IL. He has worked at LPL Financial since 2015 and has prior experience at Heartland Bank and Trust Company and Decatur Earthmover Credit Union. Heiler is also involved in his family business, Silver Creek Gaming Lounge, Inc. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Pingul is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BMO Harris Financial Advisors and Edward Jones. From 2016 to 2018, he worked at the New Orleans Military and Maritime Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

John Demarco is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked with Avantax entities for a decade and currently owns Strategize Home Solutions LLC, a referral marketing business for mortgages. John also serves as treasurer for The Cruisin' Tigers GTO Club, a membership organization for Pontiac automobile enthusiasts that hosts an annual car show. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jack Kristof is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Morgan Stanley, Wachovia/Wells Fargo, and he has operated his own firm, JA Kristof Enterprises, LLC, since 2006. Outside of his primary advisory work, he serves as an independent contractor maintaining the books for a support company called ELEVATE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Odell is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at multiple firms including Delco Financial Group, Inc., and Summit Financial Group Inc. Odell is a trustee of the David/Carol O'Dell Family Foundation and the O'Dell Family Fund, both charitable nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

John Gillmann is a CFP® and ChFC® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hometown National Bank from 2015 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Mitchell is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2020. He has five years of industry experience and previously spent seven years with Buona Beef LLC. Mitchell serves as a board member of the Tinley Park Chamber of Commerce and chairs a committee for the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning on topics such as retirement, income tax, estate, and special needs planning, with reviews typically conducted annually and financial advisors responsible for plan delivery and updates.

Peggy Robinson is a financial advisor with Edward Jones in Joliet, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Mary Kay Hrdina is a financial advisor with Edward Jones in Plainfield, IL, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Joseph Nawrocki is a CFP® with 38 years of industry experience, currently serving at OSAIC since 2021. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and has operated his own firm, Joseph A. Nawrocki, Inc., since 1988. Outside of advising, he is president and owner of Joseph A. Nawrocki, Inc., where he integrates fixed life insurance and annuity products into financial planning strategies. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with a variety of managed portfolio options and third-party manager programs.