Margaret Connolly is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. She holds a Series 66 license and is based in Riverside, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies through a nationwide network of over 23,700 financial advisors.

Les Hunzinger is a CFP® professional with 33 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2023, and previously spent several years with Royal Alliance Associates. Hunzinger also owns Hunzinger & Co., where he provides tax and accounting services to investment clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, combining proprietary asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Kelly Eagan is a financial advisor at Raymond James Financial with 11 years of industry experience. She has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. Outside of her advisory role, she is an associate employee at Loftus & Preusser Wealth Partners, where she assists clients and advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a wide network of advisors and affiliated firms.

Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Van Moffaert is a CFP® professional with 17 years of industry experience. He is currently affiliated with Cetera, where he has worked since 2019. His prior experience includes roles at Foresters Financial and Foresters Advisory Services LLC. Outside of his advisory work, he serves as executor and trustee of his grandfather’s estate and owns JV Wealth Management for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

William Ahmann is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior positions include roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including financial planning supported by structured discovery processes and firm-approved tools.

Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.

Hana Murphy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and having eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to her financial career, she spent time at Two Brothers Brewing Company and United States Beverage, and she attended the University of Illinois at Chicago. 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 applying an ESG eligibility framework in its recommendations.

Donald Smirniotis is a financial advisor at Wells Fargo Advisors with 50 years of industry experience. He holds Series 63 and Series 65 designations. His career includes multiple roles within Wells Fargo entities since 2009. Outside of his advisory work, he is involved in managing and investing through several private investment entities and acts as a trustee for retirement plans associated with his practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services supported by Wells Fargo research and planning tools. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, with clients choosing how to implement recommendations through brokerage or advisory programs.

Brian Dag is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James since 2019, with prior roles at Brooklight Place Securities and Charles Schwab. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. He has previously worked with BMO Bank NA and BMO Harris Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Matthew Nawrocki is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, LLC, Royal Alliance Associates, Inc., and Alt Fund Distributors. Nawrocki also serves as a consultant to Bell & Associates and NobleMark Financial Strategies, assisting with investment models and market research. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Andrew Lohse is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ designation and Series 63 and 65 licenses. He has 24 years of industry experience and has been affiliated with Cambridge and Independence Capital Financial Partners since 2012. Outside of advising, he mentors Elmhurst College finance students on non-investment topics. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various portfolio management and wrap-fee programs across multiple custody platforms.

Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.

David Kane is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for nine years before joining Raymond James in 2021. Kane is also the president and sole partner of Kane Wealth Group, a support company based in Downers Grove, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses various analytical tools to assist client decision-making, supporting implementation through its advisory programs and other providers.

Bianca Parades Bielawski is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and Corporate Financial Planning agreements.

Jennifer Cousart is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Axelon, and RoundPoint Mortgage Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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 and third-party managers.

Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kevin O'Brien is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Douglas Gee is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.