Paul Cord is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a director for the Lombard Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Goebel is a financial advisor with Ameriprise in Lombard, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Matthew Gennuso is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Woodbury Financial Services and his own firm, Gennuso Financial Group. Outside of his advisory work, he is owner and president of ML Gennuso, Inc., an insurance consulting and sales corporation specializing in fixed life and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex network of affiliates.

Frank Brotto is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In his current role, he collaborates with clients to develop customized financial plans that align with their individual investment objectives. He emphasizes understanding each client's priorities to construct clear and actionable strategies aimed at pursuing their financial goals. Prior to his current position, Frank held roles at Fidelity Investments including Investment Consultant (2022-2023), Relationship Manager (2022), and Financial Representative (2021-2022). This progression reflects his experience in financial services and client relationship management. Outside of his professional work, Frank has personal interests in cooking and baking, football, gardening, golf, and snowboarding.

Micah Welton is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Calamos Financial Services and Fidelity Investments. He also serves in the Illinois National Guard as an All Source Intelligence Analyst. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach.

Jason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also teaches at a local community college in North Aurora, IL, a role he has held since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains specialized programs for municipal advisory and employer retirement plans.

Anthony Liace is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Liace is also an insurance agent offering a range of fixed insurance products and health insurance services through LT Family Financial Inc. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and access to third-party money managers within a multi-advisor platform.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Dale Costello is a financial advisor at Ameriprise with 35 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2024, he has worked at several firms including Rozovics Wealth Management, Avantax Advisory Services, and Cetera Financial Specialists. Outside of advising, he serves on the board of the Median Shrine Board and chairs the Bloomingdale Advisory Council. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement plans and ongoing income advice with a focus on dependable income and tax-aware withdrawal strategies.

James Cannan is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016 and also owns Yorkshire Financial Advisors Inc., a financial planning practice based in Downers Grove, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning, delivered through a network of financial advisors.

David Bradley is a financial advisor with LPL Financial in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2006. Outside of advisory work, he writes term life insurance through Producers Financial Group Midwest on a limited basis. 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 portfolios, third-party asset management, and institutional platforms.

Michael Durkin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and its affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering 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.

Maredith Houk is a financial advisor with Raymond James & Associates in Naperville, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, LLC and David A. Noyes And Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research resources.

Jamie Prodehl is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation. Prior to joining Edward Jones in 2026, Prodehl worked at Sable Creek Homestead LLC, Citgo Petroleum, and Starcon International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christian Virelli is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

John Dziewinski is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Merrill Lynch and Citigroup. 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 that covers topics such as retirement, income tax, estate, and business continuation planning, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Mark Yackey is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 1991. Outside of his advisory role, he serves as president of Word of Truth Ministries and is a board member of the Danada Condo Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and investment recommendations supported by internal research and third-party data.

Thomas Zarndt is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Andrew Sitkiewicz is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Waterstone Financial Group, Inc. for seven years. His additional activities include occasional sales of non-variable life insurance through an outside agency and managing a family LLC that owns a non-rental vacation property. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and participant-level retirement advice, utilizing model portfolios, third-party subadvisors, and customized strategies.

Anthony Raso is a financial advisor with Fidelity in Naperville, IL, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.