Nicholas Ettelbrick is a financial advisor with Edward Jones in Lisle, IL, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he owns a farm and hunting land in Little America, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Kenneth Small is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at National Planning Corporation for 16 years and held roles at Securities America from 2017 to 2019. He is also involved in non-variable insurance sales through Capitas Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management, supported by LPL Research and third-party subadvisors.

William Anderson is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and proprietary tools, with an emphasis on client responsibility for implementation and ongoing updates.

Eric Mayer is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. He participates in the Purdue Club of Chicago Alumni Group, attending board meetings, organizing events, and serving on the scholarship committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services supported by a wide range of portfolio management strategies and affiliated research.

Samuel Raheem is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients identify their priorities to build strategies aimed at achieving their financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel earned both his Bachelor's and Master's degrees from the University of Illinois at Urbana Champaign.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating both as a broker-dealer and investment adviser.

Timothy O'Callaghan is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade for 20 years before joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Michael Abbatacola is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cetera and its affiliates since 1992 and currently holds a vice president position at Old Second National Bank, a role unrelated to investment activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Ryan Hofgesang is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a 15-year tenure at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Robert Jungels is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is involved with Prairie Path Cycles, a business operating since 2003. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform combining advisory programs with brokerage and insurance products.

John Quinn is a financial advisor with Ameriprise in Burr Ridge, IL, holding CFP® and Series 66 credentials and four years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Van's Liquor Store and involvement with the Boys and Girls Club of Greater Dubuque. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Gelso is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through planning and guidance. He joined Fidelity in 2021 and utilizes the firm's resources to support his clients' financial aspirations. Prior to his role at Fidelity, Kevin worked as a Financial Advisor at Northwestern Mutual from 2019 to 2021. Throughout his career, he has focused on building trust-based relationships with clients to provide personalized financial advice. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

Qureish Esmail is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Esmail holds a Series 63 designation and operates Esmail Financial Strategies, a fixed insurance products business offering term life, guaranteed universal life, indexed universal life, and long-term disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed accounts to construct portfolios across various asset classes.

Christopher Phalon is a CFP® and Series 66-registered financial advisor with Edward Jones in Naperville, IL. He has four years of industry experience, including five years at Fairway Independent Mortgage Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an SEC-registered advisory program and approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Forbes is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Ameriprise Financial Services LLC since 2021 and previously held roles at Crosstown Financial Advisors, Waddell & Reed, and various insurance agencies. Outside of his advisory work, he is co-owner of a sports complex focused on personal training and travel baseball teams. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through a centralized consulting team that delivers non-discretionary, research-based retirement income recommendations.

Scott Cullitan is a financial advisor with Charles Schwab in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investments.

Ryan Bartlett is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment products.

Parker Bugg is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds the Series 66 designation and has been with the firm since 2026. Prior to his current role, he was involved with several baseball-related business entities, including the Miami Marlins and other baseball team ownership groups. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through Investment Adviser Representatives and offers both firm-sponsored and third-party advisory models tailored to client needs.

Michael Marin is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and no prior advisory industry experience. Before joining Cambridge in 2026, he worked for Siemens Healthineers from 2009 to 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals using various discretionary and non-discretionary strategies.

Alan Madej is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner at Pierce, Madej & Associates. Since beginning his career in May 2007, Alan has specialized in developing customized wealth management strategies and portfolio management services, with a particular focus on education planning, legacy planning, and personal retirement planning. He evaluates and designs asset allocations mindful of tax consequences within comprehensive financial plans. Alan holds a Bachelor's degree in Finance from Indiana University’s Kelley School of Business and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®). He was recognized in 2023 by Forbes as a “Top Next-Generation Wealth Advisor Best-in-State.” Residing in Hinsdale, Alan is involved in his community as a volunteer basketball coach for the Gateway Gators Special Olympics team and participates in the Golfview Hills Men's Golf League. He also enjoys playing paddle tennis and golfing.