Eric Anderson is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for Central States Funds for nine years. Outside of his advisory work, he serves as a volleyball referee for local outdoor sand volleyball leagues. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Francesca Vanderwall is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, she worked at Ulta Beauty and Crate and Barrel. Outside of her advisory role, she manages residential rental property services through Vanderwall Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management and a nationwide network of over 23,000 advisors.

Bryan Bertani is a CFP® with 13 years of experience in financial planning and advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Eagle Strategies and New York Life Insurance Company. In addition to his advisory role, he works as an associate and financial planner at Elevate Private Wealth Management. 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, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting implementation through various advisory programs.

Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.

Kevin Leyendecker is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. Prior to his financial services career, he was employed at BlueTriton Brands Inc. and Sherwin Williams. 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 brokerage, distribution, and investment management capabilities.

Alan Hubbard is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Hubbard is involved in managing a real estate condominium and has limited partnerships in aerospace and Airbnb service businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its affiliated capabilities such as a trust company and securities-based lending.

Claude Sherman Jr. is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to deliver tailored, non-discretionary advice primarily focused on assets held in Ameriprise Managed Accounts.

Nicholas Frontera is a Certified Financial Planner® at Edward Jones with 17 years of industry experience, all spent with the firm since 2009. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Dollinger is a financial advisor at Edward Jones in Joliet, IL, holding the CFP®, CFA®, and Series 66 credentials with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Monsanto from 2014 to 2017. Dollinger serves on the boards and finance committees of Big Brothers Big Sisters of Will and Grundy Counties, Joliet Catholic Academy, and the Will County Center for Economic Development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

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 had a two-year retirement period before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 designations and possessing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2010. Outside of his advisory role, he manages an independent insurance business specializing in various lines of insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and multiple custody platforms.

David Tsang is a financial advisor with LPL Financial in Oswego, Illinois, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at Harris Investor Services Inc and Harris Bank. Outside of advising, he serves as an assistant tennis coach at Rosary Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric O'Neill is a financial advisor with LPL Financial in New Lenox, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at LPL Financial since 2018 and previously at Cetera Advisor Networks from 2013 to 2018. In addition to his advisory work, O'Neill is involved in tax preparation and accounting through Financial ServiCenter Corporation and operates an entity for tax and investment purposes called Eric M. O'Neill Corporation/Hawkeye Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management, and provides research and model portfolio options from internal and third-party sources.

Shahzad Shamsuddin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His career includes roles at firms such as Old Second National Bank, LPL Financial, and Fifth Third Securities. He is also the owner of SARZ, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with over $256 billion in assets under management.

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® with 10 years of industry experience, currently affiliated with LPL Financial in Plainfield, IL. He has worked with LPL Financial since 2015 and previously with Heartland Bank and Trust Company. Outside of his advisory role, he is involved in Silver Creek Gaming Lounge, a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and technology-driven tools.