Michael Olesen is a financial advisor with LPL Financial in Geneva, IL, holding Series 63 and Series 66 credentials and 39 years of industry experience. He previously worked at Private Advisor Group, LLC and Advantage Investment Management LLC. Outside of advisory work, he has ownership interests in restaurant management and teaches occasionally. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources.

Steven Sabatini is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, he held roles at PricewaterhouseCoopers LLP, Lululemon Athletica, PepsiCo, Inc., and the University of Illinois at Urbana Champaign. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform offering research, capital markets services, and proprietary asset allocation models.

Sandra Mcclanahan is a financial advisor with Ameriprise in New Lenox, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as an adjunct faculty member at Lewis University and is involved with Scout Wealth Inc. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Marcotte is a CFP® and holds a Series 66 license, with eight years of experience in financial advising at Edward Jones. He has worked at Edward Jones since 2017 and also served as an adjunct professor at North Central College, teaching college students the fundamentals of personal finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices, as well as affiliated services such as a trust company and proprietary mutual funds.

Steven Schwer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Perry Mason's Tax Service since 1993. Outside of his financial work, Schwer is a sports referee and serves on the board of a recreational soccer nonprofit. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Jonathan Ruiz is a Financial Advisor with Merrill Lynch Wealth Management. He is bilingual and serves as a resource for general investing, retirement planning, and saving for unexpected events. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jonathan's expertise covers a range of client focus areas including education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, and retirement income. He holds professional designations such as Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He graduated from the University of Illinois at Chicago with a Bachelor of Science in Finance. Outside of his professional work, Jonathan has personal interests in baseball, basketball, football, soccer, and traveling.

Nicholas Alvarado is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works closely with clients to understand their individual situations and provide specific investment recommendations aimed at improving their financial plans. Nicholas has been with Fidelity Investments since 2018. Prior to this, he served as a Vice President Financial Solutions Advisor at Bank of America, Merrill Lynch from 2015 to 2018, and began his career as a Financial Advisor at Edward Jones Investments from 2014 to 2015.

Lisa Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on individual rather than institutional clients.

John Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes 15 years at both New England Schooner, Inc. and Royal Alliance Associates. He is also associated with BULLBUFF LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and services, including retirement plan consulting, model portfolios, and technology-driven investment strategies.

Julia Mueller is a Financial Consultant who brings a client-centered approach to her work. She emphasizes transparency and thoughtful communication, beginning with a conversation to understand clients' priorities and assessing mutual fit before proceeding. She continues to work closely with clients as their goals develop, ensuring alignment and clear communication throughout the process. Julia has experience working in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to that, she completed an internship in Financial Planning & Asset Management at Renaissance Wealth Management BN LLC from 2020 to 2021. Outside of her professional work, Julia's personal interests include gardening, puzzles, and traveling.

Yibing Xue is a CFP® professional at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, Xue worked at GTL Technologies Inc. for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Morton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked with Raymond James since 2012 and is also president of Morton Private Wealth Strategies, Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Cyril Friend III is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 66 registrations with 34 years of industry experience. He has been with LPL Financial since 2009. He operates under the DBAs Horizon Wealth Management, LLC and Friend Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by a range of discretionary and non-discretionary management options and access to model portfolios and research.

Matthew Buhrt is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' unique life priorities and financial goals. Matthew works closely with individuals, families, and business owners to develop flexible plans that adapt to changing market conditions and leverage the investment insights of Merrill alongside the banking and lending services of Bank of America. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income planning. Matthew utilizes a comprehensive range of services such as financial planning, investment management, tax-efficient growth optimization, education savings, and fiduciary trust services to provide a robust wealth management experience. Matthew holds a Bachelor's Degree from the University of Illinois and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Outside of work, he has personal interests that include basketball, golfing, music, reading, and spending time with his family.

Brandon Johnston is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors LLC and Crawford & Winiarski Financial Consulting. Outside of finance, he has been involved with Miami University Intramural Sports and the Detroit City Football Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and collaborates with clients’ advisors to implement non-discretionary recommendations.

Jake Coss is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Northwestern Mutual, Battaglia Industries, and Hy-Vee. Outside of his advisory role, he has been involved with Crystal Lake Country Club for three years. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

Phu Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to his current role, he was involved with L.A. Nails Spa II, Inc. from 2015 to 2017. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jeffrey Bonsol is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America and Merrill. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2019. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

James Bushy is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining LPL Enterprise, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He serves as a board member for the Elmhurst Symphony Orchestra, a nonprofit organization. LPL Enterprise, LLC provides services to a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products within an integrated platform.

Weisner Perez Rodriguez is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Bank of America Merrill Lynch and various positions in education and the National Main Street Center. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform of financial products and capital markets activities.