James Issel is a financial advisor at Cetera with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera, Mr. Issel worked at Cetera Wealth Services, LLC for 13 years. Outside of his advisory role, he serves as an election judge in DuPage County and acts as an executor and trustee in family-related legal and trust matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through discretionary and non-discretionary programs, offering advisors access to affiliated and third-party investment managers.

Michael Dowd is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at several major firms, including Bank of America, Merrill Lynch, Charles Schwab, and JP Morgan Chase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Schifferer is a financial advisor with Edward Jones in Cary, Illinois, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and has concurrently been involved with Next Door, Inc. since 2009. Outside of his advisory role, Schifferer serves as Mentorship Chairman and board member for AmSpirit Cary Grove Business Exchange, assisting visitors in joining this small business networking group. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including a range of households and organizations. The firm offers diversified investment strategies, a large network of advisors and branches, and maintains affiliated financial services such as a trust company and proprietary mutual funds.

Laura Bochenek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program uses a combination of quantitative and qualitative research to support recommendations and incorporates ESG considerations in eligible strategies.

Joseph Ricciardi is a CFP® with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked with Securities America Advisors and Securities America Inc. He is also employed as a pilot with United Airlines, a position he has held since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to third-party asset management.

Casey Callahan is a financial advisor with OSAIC Wealth, Inc. based in Crystal Lake, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining OSAIC in 2023, he worked at several firms including SagePoint Financial, OneAmerica Securities, and Northwestern Mutual. He is also the owner of Callahan Financial Strategies, providing financial planning, retirement planning, and investment management services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Matthew Lemke is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He is the president and owner of two support companies, GMF Lemke Financial, Inc. and Summit Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Jennifer Johnson is a Series 66-licensed financial advisor with LPL Financial in Crystal Lake, IL, bringing 21 years of industry experience. Her prior roles include positions at Cetera Advisor Networks and Bergeland & Hubbard. She serves as a board member for Exemplar Advisor Services and Exemplar Accounting and Tax Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, supported by extensive technology and a large network of over 22,800 advisors.

Robert Olesen Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2018, he worked for James T. Borello & Co. for 17 years. He is also the owner of Olesen Tax Strategies, a tax preparation business. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its recommendations with analytical tools and risk profiling.

Ivan Feliciano is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones. Outside of his advisory role, he is also a musician, creating music intended for streaming platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG eligibility where applicable.

Cambron Culpepper is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Culpepper worked in various school districts, including Community Unit School District 300 and Elgin Area School District U46, with a career spanning roles from 2012 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Jeannie Dulson is a financial advisor with Fidelity in Huntley, Illinois, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has worked with various Fidelity divisions since 1998. Outside of her advisory role, she acts as an agent for Randy Hansen, where she corresponds with a patent attorney and prepares vendor meetings. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and model strategies, and holds notable registrations such as with the CFTC as a commodity pool operator.

Pauline Staab is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 17 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent six years at Avantax Advisory Services. Additionally, she is a partner at Porte Brown LLC, a public accounting firm, where she provides attest, tax, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jacob Ries is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera Wealth Services, with a combined tenure from 2001 to 2018. Outside of his advisory role, Ries is involved in coaching wrestling at Big Foot Union High School and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Umair Mustafa is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill and Bank of America, he worked at Adapt Health and has experience in customer service and logistics roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Andrew Carman is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Securities America Advisors and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Heidi Alten is a financial advisor with LPL Financial based in Crystal Lake, IL, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. She previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC before joining LPL Financial in 2018. Outside of her advisory role, Alten is an ordained minister and is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a nationwide network of investment adviser representatives.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments L.L.C., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is involved as a coach with the Professional Bowlers Association. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and support tools.

Jefferson Batt is a CFP® professional with over 22 years of industry experience currently affiliated with Cetera. He has held roles at Cetera and VOYA Financial Advisors and is the president of Batt Financial Group, Inc., a financial services firm he has led since 2013. Batt also serves as a board advisor for IncubatEDU, a charitable organization supporting student entrepreneurship through strategic mentorship. Cetera Investment Advisers LLC operates a multi-manager platform providing portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm supports a large network of independent advisors and offers a range of investment program structures, including discretionary and non-discretionary strategies.

Gabe Grzeskiewicz is a Series 66 credentialed advisor with two years of industry experience, currently serving at Cetera. He has held roles at multiple Avantax entities since 2024 and is a partner at Porte Brown LLC, a CPA firm where he provides tax and accounting consulting and leads the Elgin office. Gabe is also a board member of the Elgin Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.