Victoria Vandeleur is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at UBS Financial Services and Morgan Stanley. Outside of finance, she was involved with the Sports Performance Volleyball Club for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Gregory Berg is a financial advisor with Ameriprise in Geneva, IL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing customized written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Michael Loftus is a financial advisor with LPL Enterprise in Downers Grove, IL, holding Series 66, 65, and 63 registrations and has five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Wasmer Schroeder/Charles Schwab, and Metolius Capital LLC. He also holds a non-variable insurance license and dedicates part of his time to insurance-related activities. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines advisory programs with active sales of financial products.

Mitchell Sullivan is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and other firms. Outside of his advisory role, he serves as a registered assistant at Forty Four Financial, LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers. The firm offers integrated brokerage and advisory services, utilizing various investment platforms and strategies to meet client needs.

Jason Stallmann is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked within various Wells Fargo entities from 2009 onward. Stallmann also has ownership interests in two investment-related firms based in Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions, employing a broad planning menu and utilizing proprietary research and tools.

Anthony Kramp is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Michael Fornero is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 credentials and having 33 years of industry experience. His prior work includes roles at Commonwealth Financial Network and several mortgage firms. He is also involved in American Pacific Mortgage Corp (Preferred Rate Lending), which operates in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Timothy Hoag is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with six years of industry experience. He worked at Draper and Kramer, Inc. for 15 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Wisla is a financial advisor with Ameriprise in Addison, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, he worked at Northern Illinois University from 2015 to 2022. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis within a centralized consulting team to deliver tailored retirement advice.

Michael Holevas is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. in Geneva, IL, where he has worked since 2022. Prior to this, he worked at InterOcean Capital Group, LLC and Allstate Investments, LLC. In addition to his advisory role, he is an associate and wealth manager at My Advisor & Planner LLC, a support company for branch EVX. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ane Mari Pintilie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing Services LLC during her career. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Ramaker is a CFP® professional affiliated with Edward Jones in Naperville, IL, with 18 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of over 23,000 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Bryan Ittersagen is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2007. Outside of his advisory role, he owns Ittersagen Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad advisor network with specialized municipal and public-finance services.

Elizabeth Piloni is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities 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 incorporates an ESG eligibility framework in its investment recommendations.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Justin Mcmorrow is a financial advisor with LPL Financial in Glen Ellyn, IL, holding Series 63 and Series 66 registrations with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Bank, and Prudential Advisors. Outside of his advisory work, he is involved in non-variable insurance activities as part of his business engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, supported by proprietary research and third-party subadvisors.

Sanjay Wagle is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2010. Outside of his advisory role, he operates a separate business called Strategic Wealth Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Brett Meyer is a financial advisor with Ameriprise in St. Charles, IL, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at Morgan Stanley Private Bank and PNC investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Hjelm is a financial advisor with Merrill in Geneva, IL, holding Series 63, 65, and 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he serves as the Financial Secretary at Batavia Covenant Church, managing contributions and volunteer coordination. 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 offers a variety of model-based and discretionary investment strategies supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Mohammed Esmail is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Osaic. He previously worked for Woodbury Financial Services for 19 years. Outside of his advisory role, Esmail is involved in community activities including serving as president of the District 44 Foundation, a nonprofit supporting local schools, and holds board positions with his condominium association and local homeowners association. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and offers portfolios with various investments, managed on discretionary or non-discretionary bases, and supports multiple third-party solutions and legacy platform transitions.