Dennis Zielinski is a financial advisor with Mass Mutual Investors Services in Saint Charles, IL, holding a Series 63 designation and 42 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1984. In addition to his advisory role, he owns a tax preparation business where he assists clients with personal tax returns. Mass Mutual 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, wrap and money-manager programs, and educational seminars.

Robert Christensen is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at COUNTRY FINANCIAL for 14 years before joining Edward Jones in 2023. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Barry Dupuy is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies.

Stephen Bowman is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sandra Rubeck is a Series 66-licensed financial advisor with Merrill, where she has worked since 2002. She has 12 years of industry experience and is based in Deer Park, Illinois. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Mcnamara is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2009, serving clients from St. Charles, Illinois. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized team and proprietary research.

Jeffrey Antos is a CFP® professional with 38 years of industry experience, currently serving at Cetera since 1998. He is also the owner of a CPA firm where he has acted as vice president since 1990, focusing on tax returns and related IRS matters. In addition to wealth management, he is involved in tax and accounting services through his own firms. Cetera Investment Advisers LLC operates as an SEC-registered adviser offering services to a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm supports multiple portfolio management approaches through a large network of independent advisors and provides access to various program structures and third-party money managers.

Joseph Gaspari is a Series 66 licensed financial advisor with 22 years of industry experience. He has worked at LPL Financial since 2013 and has prior experience with Alliant Credit Union, PNC Wealth Management, Chase Investment Services Corp., and Thrivent Investment Management. Outside of his financial work, he plays guitar. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joe Cuturilo is a financial advisor with LPL Financial in Lombard, Illinois, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Chase Investment Services, Banc One Securities, and Ameriprise. Outside of advising, he is also a notary public. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary and third-party strategies and various operational tools.

Matthew Drafall is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on topics such as retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing system.

Matt Foster is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

Giana Ferrari Ayers is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and has been president of the consulting firm Ferrari Resource Group, Inc. since 2013. Ayers is also involved in community support through her ownership of Neighborly Way, which provides counseling, resources, education, and social opportunities to community members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Todd Lefevre is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Clearing. 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 financial planning, model portfolio programs, and institutional platforms, with a focus on both advisory and non-advisory financial services.

Logan Morrison is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Medline Industries LP, Pure Processing, and Morgan Stanley. Morrison’s background also includes academic and secondary education roles. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

James Mc Greal is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 66 and Series 65 designations and has been with Ameriprise since 2017. Outside of his advisory role, he serves on the Board of Directors for Yorkfield Presbyterian Church in Elmhurst, Illinois. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines proprietary research and third-party data to provide tailored, tax-aware retirement strategies.

Amy Zezulka Garcia is a CFP® with 37 years of experience in the financial services industry. She has worked at Wells Fargo Advisors since 2022 and previously held roles at Wells Fargo Clearing and Prudential Equity Group, LLC. She is also the owner of AZG Advisory Services LLC and AZG Financial Advisory LLC, and serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs, utilizing Wells Fargo research and tools, with recommendations delivered through meetings and written summaries.

Paul Gennuso is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services for 17 years. In addition to his advisory role, he is licensed as an attorney and practices estate planning, and is involved in the sale of non-variable insurance products through his own firm, Gennuso Financial Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

John Schwalbach is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, both located in Barrington, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and modeling techniques.

Anthony Nguyen is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to address client questions and ensure alignment between financial plans and client goals, working closely with clients throughout the process. His professional experience includes positions as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2022 to the present. Prior to that, he worked as an Associate Banker at JPMorgan Chase from 2019 to 2022. Outside of his professional work, Anthony has interests in badminton, board games, comedy, food, and swimming.

Matthew Personette is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and The Mutual Fund Store before joining Financial Engines Advisors in 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.