Leo Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Castle Metals and Mosquito Joe of DuPage, as well as time spent at Indiana University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, providing financial planning services supported by structured processes and firm-approved tools.

Nathan Middel is a Financial Consultant at Fidelity Investments. In this role, he works with clients to identify their financial goals and build plans to achieve them, providing ongoing support through communication and customer service. Nathan has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2021. This experience has given him insight into various aspects of financial planning and client relationship management. Outside of his professional work, Nathan enjoys biking, family activities, golf, reading, and traveling.

William Johnson is a financial advisor at Edward Jones in La Grange, IL, holding a Series 66 designation. He has approximately one year of industry experience, with previous roles at Regions Bank, State Farm, Marriott Hotel, and William Blair. 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 network of financial advisors and branch offices nationwide.

Joseph Jamiolkowski is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at the Mizzou Recreational Facility and the C.W. Avery YMCA. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Joseph Cronin is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has a long-standing involvement with Troon Golf spanning over two decades. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of insurance and trust services through affiliated entities.

Dillon Kane is a financial advisor with Merrill in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. His work history includes positions at Northern Trust Securities and Raymond James Financial Services, in addition to multiple terms with Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Brown is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding a Series 63 designation and 38 years of industry experience. He has worked with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a director on the board of his condominium association and has been involved with Visitation Catholic Church since 1978. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, supporting a broad range of planning needs including retirement, education, and specialized services such as business-owner transition and special-needs analysis.

James Kapala is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Harris Investor Services, Inc., FIFTH THIRD SECURITIES, Inc., and Harrisdirect LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, supported by a large network of investment adviser representatives and advanced advisor tools.

Joseph Spataro is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include ten years with Waddell & Reed Inc. and various insurance carriers, as well as involvement with the Wicker Park Bucktown Chamber of Commerce. He is also associated with Rincker Investments, LLC, a business entity used for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of over 22,800 advisors and proprietary operational tools.

Brady Metzler is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior work includes roles at Indiana University, AMERIPRISE FINANCIAL SERVICES, LLC, WealthQuest, Breakout Games, Flag Football Fanatics, and Cincinnati Hills Christian Academy. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.

Jeffrey Otway is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with LPL Financial and has previously worked at Edward Jones, TD Ameritrade, and EF Legacy Securities. Outside of his advisory work, he performs as the lead guitarist for a live cover band called Cellar Door. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, 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 extensive technology and research tools.

Timothy Winters is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has previously worked at COUNTRY Capital Management Company and managed his own insurance agencies. Winters also operates Megent Financial, a financial services business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment managers and program options.

John Heim is a Certified Financial Planner (CFP®) and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Aurora, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Sayre Chick is currently a Planning Consultant at Fidelity Investments, a role they have held since 2026. In this position, Sayre collaborates with clients to develop financial plans aimed at achieving their financial goals, emphasizing trust and reliability in client relationships. Sayre's experience in the financial services industry includes previous roles at Fidelity Investments, such as Relationship Manager (2025-2026), Financial Representative (2025), and Financial Services Representative (2024-2025). Prior to joining Fidelity, Sayre worked as a College Financial Services Representative at Northwestern Mutual from 2023 to 2024. Outside of their professional work, Sayre's personal interests include fishing, fitness, golf, snowboarding, and traveling.

Rebecca Falco is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked previously at William Blair and The Leaders Group Inc, among other firms. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with implementation responsibility resting with the client.

Peggy Wallace is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Pfs Investments Inc since 2001 and Primerica Financial Services since 2000, alongside operating as self-employed since 1999. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services through a large network of nearly 3,700 advisors and utilizes model-driven investment strategies supported by third-party managers and custodians.

Toby Alattar is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and was previously with PNC from 2014 to 2016. 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 through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Knopf is a CFP®-certified financial advisor with 16 years of industry experience, currently serving with LPL Financial since 2021. His background includes over a decade of experience with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies, where he has also maintained ongoing insurance sales activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a broad range of investment strategies and advisor tools.

Michael Staehely is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Caterpillar for 11 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Elder is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and operates his own firms providing financial and tax services. In addition to his advisory work, he serves as a board member for a nonprofit bakery and maintains a CPA practice focusing on tax preparation and review. 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 discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.