Clarissa Prorok is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 2011 and has a concurrent role with Indian Prairie School District 204. In addition to advisory work, she is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery investment strategies managed by unaffiliated asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management, and provides advisory services primarily to individual investors rather than institutional clients.

Scott Turyna Jr. is a financial advisor with Cetera holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also serves as a financial consultant at Old Second National Bank. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, employing multiple program structures and investment platforms.

Stephen Stalcup is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he assists his wife in managing the Primrose School, a preschool and daycare business. Ameriprise Financial Services is a large institutional firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning and tax-aware withdrawal strategies, utilizing a centralized team and proprietary research to support its recommendations.

Steve Cosme is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank NA and its affiliates since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager research, and customized performance reporting supported by centralized due diligence and proprietary capital market assumptions.

Jeffrey Lattimer is a financial advisor at Edward Jones in Naperville, IL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. 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 strategies and maintains a large nationwide network of financial advisors and branch offices.

Jack Enright is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to provide financial planning and develop investment strategies. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative and Relationship Manager, gaining experience in client relationship management and financial advisory services. Jack's professional journey at Fidelity Investments has allowed him to build expertise in financial planning and investment strategy development. His progression from Financial Representative to his current role reflects his growing responsibilities and commitment to client service. Outside of his professional work, Jack has interests in baseball, comedy, fitness, football, museums, and outdoor adventures.

Patrick Mc Dermott is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Naperville, IL. 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 guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advisory work, Brauer is involved in tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Sandeep Mangal is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at City National Bank, RBC Capital Markets, and Stat Trade Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supporting recommendations with forward-looking capital market assumptions and incorporating an ESG eligibility framework.

Amy Lanenga is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Prudential Equity Group, LLC, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Alexander Runge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Outside of finance, he has past experience running small businesses including Krema Coffee House and AC's Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Jackson Best is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and The Next Level Planning Group. Outside of finance, he is involved with Stockholm’s Restaurant and Brewery. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm employs predominantly model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Matt Byrne is a Financial Consultant currently working at Fidelity since 2021. Prior to this, he served as a Financial Advisor at Edward Jones from 2018 to 2021. In his role, Matt focuses on assisting individuals and families with their financial needs and goals by developing personalized plans based on a thorough understanding of their objectives. Matt holds an Arkansas Insurance License, which supports his work in the financial services field. Outside of his professional career, he has personal interests that include fitness, playing instruments, movies, music, running, and yoga.

Jock Cameron is a CFP® with 30 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Service, Inc. for 14 years and Valic Financial Advisors for 6 years. Cameron is also the Finance Committee Chairman for the Geneva Community Chest, a local nonprofit organization supporting over 25 community groups. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm focuses on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a complex affiliate network and extensive program offerings.

Karen Foley is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2009. 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 and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research, and recommendations may include ESG criteria, supported by affiliated implementation and portfolio services.

Kevin Jensen is a Series 66-licensed financial advisor with Thrivent Investment Management in Woodridge, IL, where he has worked since 2005. He has 20 years of industry experience and has spent his career with Thrivent Financial for Lutherans and its affiliate Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and asset management services separate.

Jason Sidell is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Ameriprise. 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. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment management entities.

Matthew Taylor is a financial advisor with LPL Financial in Wheaton, Illinois, holding a Series 66 designation and two years of industry experience. He is also president and business owner of Westward Media, a non-investment related company, and works as a camera assistant in film, television, and commercial productions through IATSE Local 600. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Timothy Drechsel is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Wintrust Wealth Management and J.P. Morgan. Outside of his advisory work, he owns The Picture Garden Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers various investment programs and utilizes advanced operational tools while maintaining a broad scope of financial services beyond advisory solutions.

Thomas Harty is a financial advisor with Charles Schwab in Wheaton, IL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include positions at Fidelity, JMG Financial Group Ltd, Sikich Financial, and Schwab Retirement Plan Services. He serves as Chair of the Stewardship Committee and is a council member at Faith Lutheran Church. 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 services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and offers multi-asset model portfolios, alternative investments, and integrated custody and brokerage services.