Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.

Laura Toms is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2023, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory work, she holds ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. 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 investment and financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as CitiGroup Global Markets Inc. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Brendan Mc Donnell is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. He previously worked at BlackRock Investments for five years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers financial planning and various advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Henry Swan Jr. is a financial advisor with Equitable Advisors in Matteson, IL, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC for 20 years. Outside of his advisory role, he operates an insurance brokerage under the name Legacy Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Erik Ford is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He serves as a trustee/board member at Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Jennifer Mcadams is a Series 66-registered advisor at Thrivent Investment Management with 11 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning engagements separate from managed-account services, with an emphasis on periodic reviews and client-driven implementation.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Jacob Owens is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for six years. Owens has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority.

Sebastian San Cristobal is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include time with The Shield Co Management LLC and positions at Red Robin Inc. and University of Nevada. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Michael Prendergast is a financial advisor at Ameriprise in Chicago, IL, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income advice, supported by a centralized consulting team and algorithmic tools.

Elizabeth Vella is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. Her prior roles include positions at Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that emphasizes program sponsors and third-party managers.

Calib Donnell is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. He is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

William Laheta is a financial advisor with Ameriprise in Clarendon Hills, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2015. He is also the owner of Tuttle Group LLC, a business transitioning from the Ameriprise P1 platform to P2. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in delivering these services, and operates as a large institutional provider of advisory, brokerage, and insurance solutions.

Brady Ruth is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. Prior to his advisory career, he was employed at Swenson's Drive Inns and has experience in educational settings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management services with an emphasis on diversified portfolios and long-term investment strategies.

Natalie Barraza is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, offering services on a non-discretionary basis.

Christian Sosnowski is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. since 2020. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alberto Panzeca is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera since 2016 and has also operated his own CPA practice since 2000, providing accounting and tax services. Panzeca serves as a board member of the Addison Police Pension Fund. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment solutions including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Keeley is a financial advisor with Edward Jones in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of advising, he is involved in commercial property ownership and management in Naperville and is an investor in the Hard Rock Casino in Rockford, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.