Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jasmine Flores is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. She has worked at several firms including Bank of America and Merrill prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

David Mallett is a financial advisor at Cetera with Series 63 and Series 65 licenses. He has held roles at Cetera Investment Advisors since 2026 and previously worked at firms including Accenture, Ernst & Young, Betterment, and Morningstar Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes 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 with access to affiliated and third-party managers.

Stefan Borso is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for nine years before joining LPL Financial and GreenState Credit Union. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Maria Delre is a financial advisor with Osaic Wealth, Inc., holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Inc. and LPL Financial, LLC. She is also involved in tax preparation and accounting services through her ownership of Delre & Associates, Inc. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Vicky Campbell is a financial advisor with Raymond James & Associates in Naperville, IL, holding CFP® and Series 63 designations and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of advising, she owns and operates Resurrection Ranch, a facility that offers horse boarding and riding lessons. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser supporting a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and draws on diverse portfolio management styles and affiliated research.

Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, and self-employment as a referee with the U.S. Soccer Federation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Stephen Potts Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Opus Wealth Management Group. Outside of his advisory role, he owns HighPoint Tax Services, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Charles Poindexter II is a financial advisor at Osaic Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Woodbury Financial Services. He is also involved with Northpoint Financial Group in a marketing capacity. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Richard Osty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, Osty serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. 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 a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Joel Carlsen is a financial advisor with Morgan Stanley in Lisle, Illinois, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in trust services based in Dover, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Richard Machaj is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2021, with additional experience at Charles Schwab Bank, SSB. His background also includes roles at the Catholic Order of Foresters, Hamilton's Pub, Lewis University, and Franciscan Village. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, with centralized custody and order-routing capabilities.

Logan Watta is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Stockton Wealth Management and Bush Wookies. Outside of his advisory role, he is a co-owner of 7 Seas Caps, where he manages social media and oversees distribution and shipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Brian Hynes is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. Outside of his advisory role, Hynes is a head basketball coach at Marist High School and a professor of finance and accounting at Moraine Valley College. He also serves on the board of a charitable foundation focused on raising funds for cancer research. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services using a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Kevin King is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at JPMorgan Chase Bank and JP Morgan Securities for a combined 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Amanda Trizzino is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Alyssa O'Brien is an Investment Consultant with experience in financial planning and client services. She has worked as a Planning Consultant at Fidelity Investments from 2023 to 2025, and previously held roles as an Associate Advisor at Allworth Financial from 2021 to 2023, and as a Client Associate at Ceres Wealth from 2020 to 2021. In her approach to financial planning, Alyssa focuses on assisting clients in achieving success in their financial journeys by providing excellent client service and leveraging her resources and team to create tailored financial plans. She emphasizes educating clients on their plans to help them understand financial concepts and better prepare for retirement. Outside of her professional work, Alyssa enjoys board games, fitness activities, social events with friends, puzzles, and traveling.

John Schimanski is a financial advisor at Edward Jones in Plainfield, IL, holding Series 63 and Series 66 registrations with 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Eric Swanson is a financial advisor at Mass Mutual Investors Services with the Series 66 designation and over seven years of experience in the insurance and financial services industry. His prior roles include positions at USLI and Allstate, as well as experience at White Deer Run Golf Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing structured, collaborative planning engagements without investment discretion.

Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.