Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Paul Caputo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at BMO Bank, N.A., The Prudential Insurance Company of America, and Mutual of Omaha Investor Services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Kenneth Norkus is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked with several mortgage companies, including Great Mortgage Company and Celebrity Home Loans. He is also involved with Great Mortgage Company outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Michael Pine is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. from 2016 to 2018. Based in Naperville, IL, he provides financial advisory services through Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, 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.

Anna Bloom is a financial advisor with OSAIC based in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Advisor Services Group since 2010 and is a 50% owner of the firm, where she also provides consulting and compliance services. Outside of her advisory role, she is a commissioned notary and has held part-time positions unrelated to investment activities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage a range of investment products on discretionary or non-discretionary terms.

Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.

David Erickson is a CFP® professional with 21 years of industry experience. He has been with Edward Jones since 2007 and worked previously at A. G. Edwards & Sons, Inc. from 2005 to 2007. He serves as Vice President of the Yorkville Chamber of Commerce and is a member of the Oswego Police Pension Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Donna Enright is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Poonam Trivedi is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Michael Sullivan is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Bank of America and Merrill. His current role includes positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.

Kimberly Pritts is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and The Rockefeller. Outside of finance, she has experience as a Cambridge English instructor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jacques Simpson is a Certified Financial Planner (CFP®) with 40 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 and investment management capabilities.

Renee Pavlik is a financial advisor with OSAIC, holding Series 63 and 65 licenses and with 43 years of industry experience. She has been with OSAIC since 2002. In addition to her advisory work, she operates a sole proprietorship focused on divorce planning, assisting clients with post-divorce financial settlements. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs firm-provided asset-allocation and risk-assessment tools to build diversified portfolios and supports multiple advisory platforms and legacy programs.

Eugene Paquette is a financial advisor with Cetera who holds a Series 63 designation and has 43 years of industry experience. He has been with Cetera since 2004 and operates Paquette Financial Services, which provides investment, retirement, and health insurance planning. Additionally, he prepares simple tax returns for a small number of elderly clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and third-party money managers.

James Forcucci is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1990. Outside of advising, Forcucci is involved in executive leadership and management through ownership of Legacy Solutions, Inc., which provides operational services for financial advisors, and he serves on the board of a local office condominium association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Janssen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has dedicated over 25 years to serving clients. Since joining the firm in 1997, he has focused on helping clients develop customized strategies to meet their unique financial goals. His areas of expertise include divorce transition planning, education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Jeffrey holds a Bachelor's Degree in Finance from Northern Illinois University. He also holds the designation of Personal Investment Advisor (PIA). Born and raised in Naperville, Illinois, Jeffrey resides there with his wife and their three children. Outside of his professional role, he actively coaches his children in various sports and enjoys basketball, biking, chess, football, hiking, soccer, and spending time with his family.

Charles Cucuras is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including VOYA Financial Advisors, Cetera Advisor Networks, and PPG Industries. Outside of his advisory work, he is involved in sales management for a chemical distributor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven portfolios and various institutional platforms.

Gabriel Chavez is a financial advisor with Ameriprise in Woodridge, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves on the board of directors for the West Suburban Community Pantry and owns GJC Legacy & Associates, a practice management company. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Malcolm Todd is a CFP® professional with 39 years of experience in the financial services industry. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. His other business activities include part-time involvement in sales of loan products and home security and automation referrals through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.