Gregg Vann is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at James T. Borello & Co. for seven years before joining LPL Financial in 2018. Outside of advisory work, he is involved in tax preparation and accounting through Admiral Advisory Group. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to research, model portfolios, and various investment strategies.

Martin Quantz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Vito Della Polla is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he assists clients with retirement planning, investment planning, and benefit consulting. He works with a team that includes a benefit planning consultant and dedicated executive services associates to support clients' needs. Vito has been with Fidelity Investments since 2010, holding various positions including Vice President Financial Consultant from 2016 to 2021, Financial Consultant from 2012 to 2015, and Investment Consultant from 2010 to 2012. Prior to joining Fidelity, he worked as a Financial Representative at AXA Advisors from 2009 to 2010. He is a Certified Financial Planner, which supports his expertise in providing comprehensive financial planning services.

Kristin Nendza is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at First Women's Bank of Chicago and Busey Bank. She serves as secretary on the St. Alphonsus/St. Patrick School Athletic Board and is involved in independent sales of cosmetics and activewear through social media. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Johnsen is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Johnsen is involved in managing staff and operations within his financial planning practice through his role at Prestidge Johnsen Operations, LLC. Ameriprise offers retirement-income planning services targeting clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bryan Luczkiw is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2015 and has provided tax and accounting services through CBC Tax & Accounting since 1997. Outside of advising, he owns a collectibles business on eBay and serves as treasurer for a nonprofit promoting lower Illinois tax initiatives. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions, supported by ongoing supervision and client reviews.

Kathy Schickerling is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. She has been with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kassidy Gountanis is a financial advisor with Edward Jones in Elgin, IL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked in community therapy services and has experience in early childhood education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, 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 national network of advisors and branch offices.

Nathanael Ramos is a financial advisor with Thrivent Investment Management in Carol Stream, IL, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Thrivent Financial since 2019 and prior positions at The Leazer Group and People Helping People. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Matthew O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is involved in raising and managing a small herd of show cattle as an independent contractor. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Thomas Puccinelli is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC for one year. 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 advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Robert Mazanke is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Michael Mousheh is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and various healthcare and education organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios across a range of investment products.

Mollie Cremens is a financial advisor at Edward Jones in Naperville, IL, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving a diverse client base including individual, institutional, corporate, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Ryan Mc Neill is a financial advisor with Raymond James Financial in Wheaton, IL, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked for Natixis Advisors, LLC and Natixis Distribution, LLC for 16 years before joining Raymond James in 2026. 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, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public-finance services, and specialized consulting solutions.

Patrick O'Donnell is a financial advisor with Raymond James & Associates in Naperville, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016 and is involved as a managing partner in a family business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and other entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining various portfolio management styles and affiliated research.

Alexandra Wilson is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to her advisory role, she was employed at the University of Phoenix and Elgin Community College and has been involved with Vector Marketing since 2015. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations typically delivered within 180 days of enrollment. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions, emphasizing managed accounts and utilizing algorithmic tools alongside a centralized consulting team.

Tiffany Magnan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, including time at Wells Fargo Clearing prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Ryan Klatt is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Naperville, IL. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicole Schelkopf is a financial advisor at Edward Jones in Schaumburg, IL, holding CFP® and Series 66 credentials with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner and partner of NAS Farms, a farming business in Chicago. 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, operating under a fiduciary standard.