Michael Doyle is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he spent 17 years with Woodbury Financial Services. Outside of his advisory role, Doyle owns a life, major medical, and disability insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and portfolio construction techniques to manage a range of investment types.

Daniel Coil is a CFP® professional with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Dtc Group, Inc., Mark Karambelas, Chamber630, Flexible Benefit Service Corporation, various insurance carriers, and Waddell & Reed, Inc. Daniel is also involved with DTC Group in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Susan Pedersen is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. She has been with Merrill Lynch since 1991 and focuses on helping clients develop potential solutions and provide investment guidance for individuals, families, and businesses by understanding their short- and long-term financial objectives. Susan holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a graduate of DePaul University. Susan specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. She follows a disciplined process that begins with getting to know her clients and their financial situations to craft customized financial strategies aimed at helping them pursue their goals. Susan lives in DuPage County with her husband and two sons. She and her family are active in the community, supporting Christ Church and participating in local missions. She has committed to giving 10% of her time to help others with their financial goals without obligation or cost.

Frances Tillman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services Inc. and State Farm VP Management Corp. She also has experience assisting in financial planning and insurance sales through administrative roles at NorthPoint Financial Group and Camaioni Consulting. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and portfolio management services. The firm employs asset-allocation tools and supports multiple advisory platforms to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Christina Gilsinn is a financial advisor at Edward Jones in Wheaton, IL, with 10 years at the firm and five years of industry experience. She holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Lazaro is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Derek Meade is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Charles Schwab in Naperville, IL, returning to the firm after a brief tenure at Fidelity Investments. Outside of financial services, he is a brand ambassador for a business specializing in customized engraving on wine and liquor bottles. Charles Schwab serves a large client base, 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 combined brokerage, custody, and advisory platform with a client relationship model that includes both non-discretionary and discretionary managed account options.

Kyle Bonfield is a financial advisor at Raymond James Financial with seven years of industry experience. He previously worked at Edward Jones for five years and Comcast for eight years. Outside of advising, he is the owner and president of Bonfield Capital LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs including municipal and public-finance services.

Kristin McCracken is a Planning Consultant at Fidelity Investments, a role she began in 2024. Prior to this, she worked as a Financial Services Advisor at Merrill Lynch from 2019 to 2024. Kristin collaborates with clients to develop personalized financial plans that align with their individual priorities and needs. Her professional experience spans several years in the financial services industry, where she has focused on crafting comprehensive financial strategies with her clients. Kristin emphasizes understanding what matters most to each client to co-create tailored financial plans. Outside of her professional work, Kristin enjoys family activities, gardening, and traveling.

Maryan Khalil is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Money Concepts Capital Corp. and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jan Gewont is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 15 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and DWS Investments Distributors Inc. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Koehler is a financial advisor at Wells Fargo Advisors in Hinsdale, IL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Growth Beverage Group, LP and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning across various areas, including retirement and business-owner transition planning, using proprietary research and tools.

Jeffrey Becker is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a successor trustee for a family living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jonathan Blaisdell is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including its predecessor Axa Advisors, and spent a year at Ameriprise. Outside of his advisory role, he serves as Director of Travel Baseball for Lockport Boys Baseball, overseeing scheduling, recruiting, and planning on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers these services through a network of investment adviser representatives, utilizing both proprietary programs and third-party asset managers.

Bruce Hodo is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with PFS Investment Inc. since 2007 and Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a percentage-based wrap fee structure.

Nicholas Katsoolias is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Edward Jones from 2007 to 2009. In addition to his advisory role, he is involved in non-variable insurance activities, including group health insurance commission work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Straub is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2000. Strategic Advisers LLC, a Fidelity Investments company where he is associated, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios delivered to intermediary platforms.

Marion Smith is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2025, Smith worked at Citigroup Global Markets for 16 years, followed by roles at Merrill Lynch and Bank of America NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Conor Nelson is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at DWS Distributors, Inc., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combined model of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset portfolios and due diligence on alternative investments.

Rita Boudreau is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances.