Michael Sbertoli is a financial advisor with Ameriprise in Saint Charles, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he engages in selling and reselling collectibles from his personal collection on eBay. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning advice and written recommendations focused on income stability and tax-aware withdrawal strategies.

Kinga Frick is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2009. 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 affiliated brokerage and investment management capabilities.

Jennifer Lymangood is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. It offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Joshua Resch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Connor Cigrand is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes positions at Creative Financial Staffing Inc and Amazon.com, Inc. He studied at Iowa State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mark Triscik is a Series 66-credentialed financial advisor with 27 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Bozett is a financial advisor at Edward Jones with 5 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Fifth Third Bank for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Armand Prestidge is a financial advisor with Ameriprise in Elburn, IL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as treasurer on the board of directors for Kaneland Youth Softball Little League and coaches youth softball. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm provides a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Andrea Hansen is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and The Leaders Group Inc. Outside of her advisory work, she serves as a senior vice president at Think2Perform, providing personal coaching to business owners and executives. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics through holistic, goal-based analyses. The firm provides these planning services without discretionary trading authority and allows clients to integrate planning with managed-account programs under the WealthPlan option.

Michael Bukala is the Vice President and Branch Leader at Fidelity Investments in Naperville. In his role, he leads and coaches his team to provide a financial planning experience to clients. He has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Investment Consultant, Financial Consultant, Assistant Branch Leader, and currently Branch Leader since 2022.

Brian Hacker is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Cetera, Fidelity Investments, and Megent Financial, as well as operating Brian Hacker LLC since 2017. 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 a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sara Mills is a financial advisor at Edward Jones in Geneva, IL, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Cynthia Aber is a financial advisor at Primerica Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1998. Outside of her advisory role, she owns Beanies & Booties, a business based in Lisle, Illinois. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Ryan Mitchell is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2020. He has five years of industry experience and previously spent seven years with Buona Beef LLC. Mitchell serves as a board member of the Tinley Park Chamber of Commerce and chairs a committee for the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning on topics such as retirement, income tax, estate, and special needs planning, with reviews typically conducted annually and financial advisors responsible for plan delivery and updates.

Michael O'Neill is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Edward Jones since 2020 and previously spent five years at The Northern Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and over 15,000 branch offices.

Joe Krzyzewski is a Financial Consultant at Fidelity Investments, a position he has held since 2025. His role involves providing financial guidance tailored to clients' individual goals and values. Prior to this, he worked as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Joe's professional approach emphasizes integrity and personalized service, focusing on helping clients make informed financial decisions. He is committed to understanding each client's unique financial situation to develop appropriate plans. Outside of his professional work, Joe enjoys family activities, fitness, football, golf, and hiking.

Matthew Knigge is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work history includes roles outside of finance, such as positions at Soprano Accounting & Tax Services Inc, Architectural Fixtures, UPS, and Northern Illinois University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Douglas Towsey, CRPC™, serves as a Managing Director and Wealth Management Advisor in the Naperville/Lisle office of Merrill Lynch Wealth Management. With over 32 years of experience in the finance industry, his career spans roles as a wealth management advisor, corporate executive, and professor. He focuses on providing clients with a comprehensive wealth management strategy tailored to their unique financial situations and goals. His approach emphasizes five key principles: financial guidance, legacy implementation, estate coordination, risk management, and tax minimization strategies. Doug holds a Bachelor's degree in Finance from Indiana University and an MBA from Northwestern University. In addition to his advisory role, he teaches evening finance classes at DePaul University. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Doug and his team prioritize building ongoing relationships with clients to adapt strategies in response to changing needs and market conditions. Outside of his professional life, Doug is involved in community service through organizations such as United Way and Feed My Starving People. He resides in the northwest suburbs of Chicago with his wife Jennifer and their two children, Grace and Ben. His personal interests include golfing, hiking, music, reading, soccer, softball, tennis, traveling, watching movies, and spending time with his family.

Peter Lotridge is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE SECURITIES Inc from 2010 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Jeanette Hudepohl is a financial advisor at OSAIC with 34 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, she worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. for a combined 14 years and has operated Reisner Hudepohl Financial Services, Inc. since 2004, where she provides insurance sales and tax consulting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.