Sunil Seth is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside his advisory role, he has been associated with the Project Management Institute since 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a primarily non-discretionary approach.

Matthew Kewenig is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services through its extensive network of investment adviser representatives.

James Ward is a financial advisor with Edward Jones in Yorkville, IL, holding Series 63 and Series 66 licenses. He has 23 years of industry experience, all with Edward Jones since 2003. Outside of his advisory work, he is involved in rental real estate ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of advisors and branches.

Samuel Williams is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Deerpath Capital and Wintrust Financial. Williams is a limited partner in several private debt funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Mark Baleskie is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Brian Grysiewicz is a CFP®-designated financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1987 and is also affiliated with the University of Missouri - St. Louis. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Burner Jr. is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a general partner in Burner Farms LP, a family farm in Naperville. 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, supported by a large nationwide network of advisors and branch offices.

Larry Loethen is a financial advisor with Wells Fargo Advisors in Plainfield, Illinois, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he owns and manages several investment-related businesses, including LBL Financial Services, LLC and Stockton Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools, with planning engagements typically provided on a discrete basis tailored to clients who meet certain net-worth thresholds.

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.

Patrick Windle is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at TIAA-CREF from 2005 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio construction. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methodologies in its investment process.

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.

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.

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.

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.