Chris Ambrose is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Merrill Lynch, JP Morgan Chase, Bankers Life, Mercer Advisors, A.G. Edwards & Sons, and Waddell & Reed. Ambrose is currently based in Naperville, Illinois. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and tools, supporting a variety of specialized planning needs and optional implementation through brokerage or advisory programs.

James Bann is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Great Lakes Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets through more than 14,000 advisors and employs research-driven investment strategies that incorporate diversification and modern portfolio theory.

Brad Freitag is a CFP® professional with 17 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Edward Jones, and various insurance carriers. Outside of his advisory work, he is involved with Chicago Portable Power Co. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Palumbo is a Series 66-licensed financial advisor at Ameriprise with two years of industry experience. His prior work includes roles at Wintrust Financial Corporation, Glen Ellyn Bank & Trust, and Elmhurst University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

Christopher Gonzales is a financial advisor at OSAIC Wealth, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Brickwork Financial Planning, Ltd. and 4 Wealth Advisors, Inc., among other firms. Outside of his advisory role, Gonzales is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account options and access to alternative investments through third-party platforms.

Carlos Ortiz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank across multiple roles since 2015, with a four-year tenure at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that offers asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Violette Hawkins is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2007 with 19 years of industry experience. She is based in Lombard, IL. Outside of her advisory role, she owns a real estate partnership that holds her Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.

William Del Cotto is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2017, as well as Edward Jones and First Trust Portfolios earlier in his career. Del Cotto is co-owner of Absolute Group LLC, a business unrelated to investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

James Smith is a financial advisor at Merrill with 31 years of industry experience, including 29 years at Merrill. He holds the Series 63 and Series 65 designations and is based in Hinsdale, Illinois. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Ryan Brendel is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Brian Page is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and LPL Financial. 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 utilizes a model-based investment process with portfolio optimization tools and supports a range of strategies including discretionary unified managed accounts and third-party manager programs.

Joseph Sutton is a financial advisor at Wells Fargo Advisors in Oakbrook, IL, with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a range of specialized planning options. The firm’s approach combines proprietary research and planning tools with flexible implementation choices through brokerage or advisory programs.

Davion Pelmore Shelton is a financial advisor with Charles Schwab who holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Wells Fargo and Wells Fargo Clearing Services. He has also worked in various positions outside the financial services industry, including at Buffalo Wild Wings and Taco Bell. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Zachary Smith is a Series 66-licensed advisor at Equitable Advisors with one year of industry experience. His background includes roles at various organizations, including Colorado State University Recreation and John B. Sanfilippo & Son, Inc. He has also worked in educational settings such as Glenbard West High School and Hadley Junior High School. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party programs to tailor investment solutions based on client information and risk tolerance.

Adam Szubert is a financial advisor at Ameriprise with Series 63 and 66 credentials and one year of industry experience. Prior to joining Ameriprise, he held roles at Morgan Stanley and worked in various positions including youth hockey coaching. He serves as a skills coach for youth hockey teams in Orland Park, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

John Weber is a financial advisor with Edward Jones in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at ED&F Man Services Inc. and spent a decade at SG Americas Securities, LLC and Newedge USA LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Matthew White is a financial advisor at J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at various J.P. Morgan entities since 2009. Outside of his advisory role, he owns a mobile food trailer business called The Coop and Scoop, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Mark Albian is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes extended tenures at Waddell & Reed and various insurance carriers, as well as a brief period leading EMRJ, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational and research tools.

James Kingsley is a CFP® professional with 22 years of experience at Edward Jones in Oak Park, IL. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Stephanie Thompson is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. Outside of her advisory role, she owns Special Needs Mom Squad, a consultancy providing special needs planning and resources for families and professionals, and she serves as the current president of its associated nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering comprehensive financial planning and a range of managed portfolio programs. The firm employs a model-based investment process with support for discretionary strategies, third-party managers, and alternative investments across a multi-advisor platform.