Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.

Laura Toms is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2023, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory work, she holds ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as CitiGroup Global Markets Inc. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Ryszard Szyndlar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at AMR Industries and PFS Investments Inc., alongside his ongoing work with Primerica Financial Services since 1996. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating portfolio management and trading to BNY Mellon Advisors.

Brendan Mc Donnell is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. He previously worked at BlackRock Investments for five years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers financial planning and various advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Henry Swan Jr. is a financial advisor with Equitable Advisors in Matteson, IL, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC for 20 years. Outside of his advisory role, he operates an insurance brokerage under the name Legacy Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jared Chandler is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016 in Itasca, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, 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 nationwide.

Erik Ford is a CFP® professional with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He serves as a trustee/board member at Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Jennifer Mcadams is a Series 66-registered advisor at Thrivent Investment Management with 11 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and offers planning engagements separate from managed-account services, with an emphasis on periodic reviews and client-driven implementation.

Michael Procaccio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been affiliated with Cetera and Cetera Financial Specialists LLC since 2004 and runs Pro Financial Services Group Inc, a tax preparation and bookkeeping firm. In addition to his advisory work, he has experience in health insurance sales and real estate activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, operating with significant scale and multiple program structures.

Shawna Tutt is a Planning Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Central Relationship Manager from 2023 to 2025 and as a Transition Services Specialist from 2022 to 2023. Prior to joining Fidelity, Shawna worked as a Private Client Banker at Chase Bank from 2020 to 2022. Shawna focuses on serving clients with patience, clarity, and genuine care, emphasizing what matters most to them. She aims to build trust and simplify each step of the financial planning process to make it approachable, supportive, and grounded in real connection. Outside of her professional work, Shawna enjoys comedy, cooking and baking, family activities, fitness, social events with friends, and music.

Stephen Schlau is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs and planning services.

Jacob Owens is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for six years. Owens has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority.

Sebastian San Cristobal is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include time with The Shield Co Management LLC and positions at Red Robin Inc. and University of Nevada. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed TAMPs.

Michael Prendergast is a financial advisor at Ameriprise in Chicago, IL, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, 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 retirement income advice, supported by a centralized consulting team and algorithmic tools.

Scott Dahl is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He offers specialized guidance in pre-retirement planning for successful individuals and small business owners aiming for a secure transition into retirement. Scott utilizes a defined process with each client to create personalized financial strategies that align with their unique circumstances, fostering long-term relationships. He assists clients with wealth planning, estate and income tax planning strategies, asset allocation, and customized portfolio management. Scott maintains regular meetings to ensure clients' financial plans remain consistent with their personal situations. Scott holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Indiana University and is associated with The Exit Planning Institute. Residing in Inverness, Illinois, Scott lives with his wife, Jennifer, and their three children, Ethan, Trevor, and Jillian. He is involved with the Mothers' Milk Bank of the Western Great Lakes and enjoys spending time with his family, watching sports, and pursuing hobbies such as golfing.

John Mannix Jr. is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2021, with prior experience at PNC Investments, Morgan Stanley, and DV Trading. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Sean Poznicek is a financial advisor with Cetera Financial Specialists LLC, holding a Series 66 designation and nine years of industry experience. He has been with Cetera since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors nationwide and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various model portfolios and third-party managers.

Elizabeth Vella is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. Her prior roles include positions at Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that emphasizes program sponsors and third-party managers.

Calib Donnell is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. He is also involved in a Prudential-sponsored non-variable insurance business. 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 various investment and insurance products through its integrated platform.