Peter Balistreri Jr. is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Roland Czerniawski is a financial advisor at Edward Jones with six years of industry experience. He previously worked at UBS Asset Management for three years before joining Edward Jones in 2019. He holds the Series 66 designation. 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 and investment solutions, operating under a fiduciary standard.

Mark Farina is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is involved in music recording and production through his role at For His Glory Works, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Amber Hubbard is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Edward Jones, Tighe Kress & Orr PC, and St. Meyer & Hubbard. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies supported by internal research and technology tools.

Jason Allen is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Jackson National Asset Management and Morgan Stanley Smith Barney LLC. Outside of finance, he was involved with Headlands Tech Organization, LLC in 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

James Pontious is a financial advisor at Fidelity with 37 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior work includes eight years at TIAA and TIAA-CREF. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies.

Charles Massey is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2015. Prior to this role, he accumulated experience at several financial institutions, including serving as a Financial Consultant at E*Trade Financial from 2011 to 2015, a Financial Advisor at JP Morgan Chase from 2010 to 2011, a Branch Manager at JP Morgan Chase from 2007 to 2010, and an Investment Representative at Edward Jones Investments from 2003 to 2004. He has years of experience counseling high net worth investors on retirement planning and investment decisions. Charles focuses on understanding his clients' priorities to build and implement customized financial plans tailored to their individual situations. Outside of his professional work, Charles has interests in comedy, concerts, cooking and baking, traveling, writing, and yoga.

Robert Smith is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously with Meadowhawk Capital, LLC from 2009 to 2018. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

Barbara Franks is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as affiliated capabilities beyond advisory services.

Vito Laera is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His tenure includes work with both J.P. Morgan Securities and JPMorgan Chase Bank, NA. 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 select group of Wealth Advisors. The firm operates with a combination of institutional advisory services and market-facing registrations, delivering recommendations on a non-discretionary basis.

William Arnold is a financial advisor at Edward Jones in Winfield, IL, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

Brennan Miller III is a CFP® and holds a Series 66 license, with 19 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2008, totaling 18 years at the firm. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jeffrey Preusser is a CFP® professional with 28 years of experience in the financial industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2018. Prior to that, he spent nine years at Morgan Stanley. Outside of his advisory role, he owns several wealth management-related support companies, including Loftus & Preusser Wealth Partners and Preusser Enterprises. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client interviews and risk profiling, with a notable focus on non-discretionary advisory services supported by an extensive affiliate network.

Eva Hahn is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. Prior to joining the firm, she worked in various roles including community service positions and managed a business in the hospitality sector. She is currently involved with the Islamic Society of Northwest Suburbs. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

John Orth is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Ameriprise since 2016, transitioning from Ameriprise Financial Services, Inc. to the current entity in 2020. 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.

Josh Brown is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Charles Schwab since 1997, including roles at Charles Schwab Bank and TD Ameritrade Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management using multi-asset model portfolios and has a distinctive operational structure that combines advisory services with custody and brokerage functions.

Jeffrey Rosencrans is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has over three decades of experience working with individuals and families to create, grow, and preserve their wealth. Jeff focuses on providing customized strategies within disciplined investment frameworks, including tax-efficient asset allocation, diversification, and tactical rebalancing. He also assists clients with ongoing tax minimization and wealth transfer strategies. Jeff holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) credential. He earned both his bachelor's and master's degrees from Illinois State University. Throughout his career, Jeff has been recognized for his dedication and was recently included on the Forbes "Best-in-State Wealth Advisors" list for the fourth consecutive year. Outside of his professional role, Jeff enjoys biking, billiards, boating, hiking, music, reading, traveling, watching movies, and spending time with his wife and three sons. He is involved with the Abbey Yacht Club and contributes to Children's Oncology Services, Inc. Jeff resides in Inverness, Illinois.

Patrick Joyce is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual in various roles from 2014 to 2020. He serves as a board member of the Mount Carmel High School Alumni Association, organizing alumni activities and events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning on a range of financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Victor Hildebrand is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. 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 planning in areas such as retirement, income tax, estate, business continuation, divorce, and special needs planning, with options to combine planning alongside managed accounts under a consolidated billing arrangement.

Jennifer Ebert is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in education and family office roles. Outside of advising, she is involved with Julie Gockman Photography. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm‑approved tools and research.