Robert Robertson III is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Equitable Advisors LLC and has a diverse background including roles outside finance such as at Elmhurst Brewing Company and Docs Victory Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Eric Larson is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Larson is involved in several business ventures including ownership of a sports training academy and multiple real estate and retail enterprises in Illinois and Wisconsin. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Susan Zick is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in delivering a comprehensive approach to wealth management that begins with understanding a client’s financial situation, family, and priorities. Susan collaborates with clients to create personalized strategies designed to be flexible and responsive to changing needs and market conditions. She also provides access to Merrill’s investment insights and the banking and lending solutions of Bank of America. Her areas of focus include college education planning, divorce transition planning, legacy planning, LGBT wealth planning, management of new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Susan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her high school diploma from Benet Academy. Outside of her professional work, Susan has interests in boating, golfing, photography, reading, and scrapbooking. Her approach centers on understanding clients’ life priorities to develop financial plans aligned with their goals and aspirations.

Richard Ferrari is a financial advisor at Edward Jones in Wheaton, IL, with 31 years of industry experience and holding Series 63 and Series 65 designations. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved in real estate management and brokerage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Robert La Gesse is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Emergent Safety Supply and Cox Enterprises. La Gesse serves on the Board of Directors for Elburn Youth Baseball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes annual written recommendation reports and tax-aware withdrawal strategies.

Catherine Cornille is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2018, previously holding roles at BMO Harris Financial Advisors and BMO Harris Bank. 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 advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management tools.

Tamara Wiley is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera. She previously worked at Edward Jones for six years and is the owner of Toward Wealth, LLC, where she also serves as a financial professional. Additionally, she acts as an insurance agent selling life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with discretionary and non-discretionary programs.

Erin Wikstrom is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2010. She holds leadership roles outside of her advisory work, including Treasurer and Board Member for the nonprofit Naperville Elderly Homes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with financial planning, investment consulting, and institutional fiduciary services, offering a range of portfolio management styles and municipal advisory capabilities.

Cynthia Hermosillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Raymond James in 2018. Outside of her advisory role, she serves as Vice President at Loftus Group Wealth Partners, where she manages administrative and client support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling and supports its recommendations through various advisory programs and partnerships, including municipal and public finance services.

Charles Jarvis is a financial advisor with Edward Jones in Wheaton, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Ausdal Financial Partners, Quasar Distributors, and Amplify Investments. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jason Rotter is a financial advisor with Edward Jones in Glen Ellyn, IL, holding Series 65 and Series 66 licenses and having 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at HomeMaker and ULU Capital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

James Defano is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 licenses and ten years of industry experience. His prior roles include positions at Pruco Securities, First Federal Bank, State Farm, and BMO Harris Bank, as well as nearly a decade running Defano Physical Therapy. Outside of his advisory work, he serves as a Medicare sales broker and is involved in youth sports as an umpire and referee for baseball, softball, and basketball games. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities along with insurance products.

Cory Bannester is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for five years and has experience in the architectural sector with Architectural Artifacts, Inc. from 2015 to 2018. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Joshua Schachner is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 15 years of industry experience, including 15 years at Edward Jones before joining Raymond James in 2026. 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 uses tailored non-discretionary planning and analytical tools to support client goals and operates a broad advisor network with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Krzysztof Szypcio is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2017, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Bank of America as a Relationship Manager and Relationship Banker from 2015 to 2017. Throughout his career, Krzysztof has focused on financial planning and client relationship management. He emphasizes a personalized approach to financial planning, aiming to understand clients' individual goals to co-create strategies tailored to their lives. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Mary Phelan is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. Her previous roles include five years at NISA Investment Advisors, LLC, alongside earlier positions at Edward Jones and engagements with the University of Dayton and Visitation Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kelly Friebele is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bofa Securities, Inc. Friebele has been with Merrill since 2019 and previously from 2001 to 2019. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenetha Cook is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Marianos, Fifth Third Bank, First Centennial Mortgage, and PNC Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports a large nationwide network of advisors and branch offices.

Bradley Brown is a CFP® and Series 66-registered financial advisor with Edward Jones in Geneva, IL, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers various discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and specialized services such as tax-loss harvesting and securities-based lending.

Frank Diliberto is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Edward Jones, Merrill Lynch, and New York Life among others. He is also involved with Prudential-sponsored non-variable insurance 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, model portfolio programs, and access to a range of brokerage and insurance products via an integrated platform.