Mark Szulc is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan affiliates since 2011. Outside of his advisory role, Szulc owns an online sales business through eBay, offering merchandise such as toys, video games, and collectibles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and may incorporate an ESG eligibility framework.

Roger Nulton is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member and partner of Life Loyal Advisors, LLC, and serves as a trustee and power of attorney for family trusts. Equitable Advisors serves individuals, qualified plans, corporations, and institutions by providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models, including third-party managed programs and discretionary portfolio management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffry Kraus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, he spent 35 years at Wayne Hummer Investments L.L.C. Outside of his advisory work, he is involved with Fairbanks Farm, LLC, a farming business based in Long Grove, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms, combining research, third-party management, and technology tools to support a large network of advisors.

Maureen Walsh is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2014. In this role, she partners with clients and their Wealth Management Advisors to develop and implement personalized wealth plans designed for growth, preservation, and transfer of wealth. She has extensive experience in the financial services industry, having worked in various roles since 1988. Her previous positions include Relationship Manager at Fidelity Investments from 2007 to 2014, Senior Financial Associate at AG Edwards from 2005 to 2007, Client Relationship Associate at William Blair & Company from 1993 to 2005, Client Relationship Associate at Gruntal & Company from 1991 to 1993, and Institutional Municipal Bond Trading Assistant at Mesirow Financial from 1988 to 1990.

Ryan Kibiloski is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a 13-year tenure at Fifth Third Securities. Outside of his advisory role, he is involved in business ventures including ownership of a manufacturing company, Meadow Land Distillery LLC, and partnerships in real estate entities. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques.

Marquette Smith is a financial advisor at Fidelity with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Fidelity, Smith worked at First Horizon Bank and held various positions in retail and service industries. Outside of advising, Smith works as an e-commerce shopper for Whole Foods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies.

Alexandra Moran is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, bringing 20 years of industry experience. She has worked at Ameriprise since 2008, with prior experience at FIFTH THIRD SECURITIES, Inc. and Merrill. Outside of advising, she is involved in equestrian activities, including coaching the Purdue Calumet Hunt Seat Team, teaching horseback riding lessons, and consulting on equine facilities through her business, Boulder Ridge Equine. She also teaches as a clinical professor at Purdue University Northwest and has written a forthcoming nonfiction book. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients approaching or in retirement with written retirement-income plans and ongoing advice based on proprietary research and tax-aware strategies.

Michael Rhodes is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Rhodes holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology from its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning typically on an episodic basis.

Jignesh Chande is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Rincker is a CFP®-designated financial advisor with 20 years of industry experience. He has been with LPL Financial since 2021, following prior roles at Rincker Investments LLC and Waddell & Reed Inc. Rincker also served as a notary public from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher James is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes roles at RBCN James Incorporated, Waddell & Reed Inc., and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Jeffrey Burgess is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois. He holds the Series 66 and Series 63 designations and has 10 years of industry experience, all with MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the Board of Ambassadors for the American Cancer Society, helping to organize the annual "Chip Away at Cancer" golf outing, and leads a local networking group for business owners and entrepreneurs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, focusing on collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Agnes Sokolowska is a Financial Consultant currently working at Fidelity Investments since 2023. She has a background in wealth management, having served as a Wealth Relationship Manager at Citi Global Markets from 2015 to 2023. Throughout her career, Agnes has collaborated with clients and their families to develop customized and flexible financial plans tailored to their unique situations. Her practice is based on the principles of trust, integrity, and prioritizing her clients' needs. Agnes aims to utilize her knowledge and experience to assist clients in working towards their financial goals.

Kenneth Kolnicki is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 41 years of industry experience. He has worked at Cetera since 1995 and is also involved in several accounting and financial service businesses, including serving as president of KPW TECH, Inc. and KJK CPA, Ltd, providing computer consultation and CPA services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to a multi-manager platform featuring both affiliated and third-party managers.

Benjamin Garvey is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he owns N Visible Records, a music business focused on DJ services, artist management, music production, and licensing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice and manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Milewski is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at the University of Illinois Urbana Champaign, Home Depot, Lawn Medical Center, and Victor J Andrew High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Ryan Penders is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 65 and Series 66 designations. His prior roles include positions at Midwest Equity Mortgage, Premise Capital, Quasar Distributors, LLC, and Epsilon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolios managed through a combination of in-house and third-party investment managers, featuring various options for rebalancing, tax management, and responsible investing.

Tyler Minetti is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2020 to 2022, and as a Licensed Personal Banker and Mortgage Loan Originator at Republic Bank of Chicago from 2017 to 2020. In his role as a Financial Consultant, Tyler focuses on simplifying financial plans and helping clients pursue their financial goals. He emphasizes building relationships based on trust and transparency and collaborates with clients to develop holistic financial plans.

Brian Anderson is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Anderson serves as a board member of the Timothy Christian Foundation, which supports the Timothy Christian School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various topics without discretionary trading authority or institutional portfolio management.

Peter Erl is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at IC Advisory Services Inc, The Investment Center Inc, Morgan Stanley, and Principal Financial Services. He also receives fixed insurance commission trails. 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 and access to model portfolios, third-party asset management, and institutional platforms.