Andrew Sessa Jr. is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Norina Farms, The Saloon, Exactus Advisors, and the University of Iowa. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing 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 customized, algorithm-assisted retirement planning recommendations.

Kyle Davis is a financial advisor at Fisher Investments with 12 years of industry experience. He holds a Series 66 designation and has worked at Fisher Investments since 2021, following prior roles at Fidelity Brokerage Services LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a co-owner of a real estate investment business. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Keith Mendell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Chase Investment Services Corp. and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brian O Connell is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a managing member and 50% owner of Prime Strategies Group, LLC, and serves as secretary for Legacy Solutions, Inc., as well as a director on the board of the 1761 Park East Office Condominium Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Melissa Ingrande is a Series 66-credentialed advisor at Edward Jones with 12 years at the firm and 8 years of industry experience. Prior to joining Edward Jones, she worked at Best Buy for 9 years. 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 discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Rosanne Grenfell is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and five years of industry experience. She has worked at Raymond James since 2019 and is also associated with Foundation Wealth Strategies LLC, where she serves as a Client Relationship Manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and maintains unique offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Robert French is a financial advisor with LPL Financial in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and also owns Aspen Marketing Corporation, an insurance brokerage focused on life, health, disability, and annuities. Additionally, he provides notary public services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes proprietary and third-party investment strategies and a variety of financial products.

Robert Li is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing and Prudential Equity Group. Li is also involved with RL Wealth Management Group, Ltd. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christine Walker is a financial advisor with LPL Financial in Downers Grove, Illinois, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at J.P. Morgan Securities for eight years and Chase Investment Services Corp. for two years. Walker also serves as a notary, an activity unrelated to her investment advisory services. 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 financial planning, model portfolio programs, third-party asset management, and various institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary strategies.

Theresa Plank is a financial advisor at Edward Jones in Sugar Grove, IL, with 15 years at the firm and five years of industry experience. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Cimo is a CFP®-certified financial advisor at LPL Financial with 17 years of industry experience. He previously worked at JP Morgan Securities LLC for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a combination of proprietary research, third-party subadvisors, and customizable strategies.

Sumita Mishra is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2018 and previously spent four years with School District U-46. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jose Solis currently serves as a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of financial professionals focused on delivering a customer experience centered around financial planning. Prior to becoming Branch Leader, Jose worked as a Planning Consultant at Fidelity Investments from 2022 to 2025. His career in financial services also includes roles as a Financial Solutions Advisor at Merrill Edge from 2017 to 2022, a Financial Consultant at E*TRADE Financial from 2015 to 2017, and a Branch Service Representative at E*TRADE Financial from 2014 to 2015. He began his financial services career as a Relationship Banker at JPMorgan Chase Bank NA from 2011 to 2014.

Jeffrey Wilson is a financial advisor with LPL Enterprise who holds the Series 66 designation and has 24 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Outside of his advisory work, he officiates high school football games in the Chicago area during the season. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and participation in wrap programs, while also offering affiliated insurance and trust services.

Judson Mann is a financial advisor with OSAIC in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and owns an independent insurance agency. Mann is also a partner at Focal Point Financial, LLC, an entity used for payroll and marketing related to his advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments, efficient frontier analysis, and rebalancing tools.

John Mc Carney is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Stifel, he worked at J.P. Morgan Securities LLC and has held various roles in both finance and other sectors. Outside of his advisory work, he is co-owner of Perreo Recreo Entertainment, an event promotions business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Isabella Rahman is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at Equitable Financial Life Insurance, Equitable Advisors LLC, and JPMorgan Chase Bank, N.A. Outside of finance, she has experience working with Elmhurst University and in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks where applicable.

Silva Padowski is a financial advisor at LPL Financial in Naperville, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience, including five years at Private Advisor Group, LLC, and a long tenure with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives utilizing various strategies and tools.

Kevin Merling is a CFP® with 19 years of industry experience, currently advising through LPL Financial in Naperville, IL. He has previously worked at Fidelity and Highpoint Advisor Group and has been with LPL Financial since 2016. Outside of his advisory role, he owns Axis Tax Advisors LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Maxstadt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at METLIFE Securities Inc for 17 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages a family farm as the managing member of MWT Estate, LLC. 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, and educational programs using detailed client data and firm-approved analytical tools.