William Del Cotto is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2017, as well as Edward Jones and First Trust Portfolios earlier in his career. Del Cotto is co-owner of Absolute Group LLC, a business unrelated to investments. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies.

James Smith is a financial advisor at Merrill with 31 years of industry experience, including 29 years at Merrill. He holds the Series 63 and Series 65 designations and is based in Hinsdale, Illinois. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Brian Page is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and LPL Financial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization tools and supports a range of strategies including discretionary unified managed accounts and third-party manager programs.

Joseph Sutton is a financial advisor at Wells Fargo Advisors in Oakbrook, IL, with 20 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services with a range of specialized planning options. The firm’s approach combines proprietary research and planning tools with flexible implementation choices through brokerage or advisory programs.

Davion Pelmore Shelton is a financial advisor with Charles Schwab who holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Wells Fargo and Wells Fargo Clearing Services. He has also worked in various positions outside the financial services industry, including at Buffalo Wild Wings and Taco Bell. 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Silvia Corral is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Corral has held various roles within both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Zachary Smith is a Series 66-licensed advisor at Equitable Advisors with one year of industry experience. His background includes roles at various organizations, including Colorado State University Recreation and John B. Sanfilippo & Son, Inc. He has also worked in educational settings such as Glenbard West High School and Hadley Junior High School. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party programs to tailor investment solutions based on client information and risk tolerance.

John Weber is a financial advisor with Edward Jones in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at ED&F Man Services Inc. and spent a decade at SG Americas Securities, LLC and Newedge USA LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Matthew White is a financial advisor at J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at various J.P. Morgan entities since 2009. Outside of his advisory role, he owns a mobile food trailer business called The Coop and Scoop, LLC. 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 within a non-discretionary program.

Mark Albian is a financial advisor with LPL Financial in Lisle, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes extended tenures at Waddell & Reed and various insurance carriers, as well as a brief period leading EMRJ, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational and research tools.

Stephanie Thompson is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. Outside of her advisory role, she owns Special Needs Mom Squad, a consultancy providing special needs planning and resources for families and professionals, and she serves as the current president of its associated nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering comprehensive financial planning and a range of managed portfolio programs. The firm employs a model-based investment process with support for discretionary strategies, third-party managers, and alternative investments across a multi-advisor platform.

Jared Brooks is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked with Thrivent since 2020. Prior to his financial career, he spent over a decade at Planes Moving and Storage of Chicago. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Nathan Kraus is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2014 and previously spent time at Axa Advisors and Edward Jones. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program referrals.

Ezra Samuels is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to the solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Ezra holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Syracuse University.

Donald Gaylord Jr. is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience, all at Edward Jones since 2004. He is involved in real estate investment through ownership of multiple properties in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Daniel Coil is a CFP® professional with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Dtc Group, Inc., Mark Karambelas, Chamber630, Flexible Benefit Service Corporation, various insurance carriers, and Waddell & Reed, Inc. Daniel is also involved with DTC Group in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Susan Pedersen is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. She has been with Merrill Lynch since 1991 and focuses on helping clients develop potential solutions and provide investment guidance for individuals, families, and businesses by understanding their short- and long-term financial objectives. Susan holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a graduate of DePaul University. Susan specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. She follows a disciplined process that begins with getting to know her clients and their financial situations to craft customized financial strategies aimed at helping them pursue their goals. Susan lives in DuPage County with her husband and two sons. She and her family are active in the community, supporting Christ Church and participating in local missions. She has committed to giving 10% of her time to help others with their financial goals without obligation or cost.

Frances Tillman is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services and State Farm VP Management Corp. She also has roles supporting financial planning and client services through her work with Northpoint Financial Group and Camaioni Consulting. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Christina Gilsinn is a financial advisor at Edward Jones in Wheaton, IL, with 10 years at the firm and five years of industry experience. She holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Butson is a financial advisor with LPL Financial in Roselle, IL, holding a Series 66 designation and eight years of industry experience. His prior work history includes four years at Edward Jones and roles at Itasca Bank & Trust Co and Integrated Facilities Solutions. 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, encompassing financial planning, model portfolios, third-party asset management, and institutional platforms.