Emma Bledsoe is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019 and was previously employed by Edward Jones from 2017 to 2019. Outside of her advisor role, she serves as an investment executive at Megent Financial, assisting advisors with client needs. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Jacob Mudde is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Brian O Connell is a financial advisor with Ameriprise in Wheaton, IL, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a managing member and 50% owner of Prime Strategies Group, LLC, and serves as secretary for Legacy Solutions, Inc., as well as a director on the board of the 1761 Park East Office Condominium Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Rosanne Grenfell is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and five years of industry experience. She has worked at Raymond James since 2019 and is also associated with Foundation Wealth Strategies LLC, where she serves as a Client Relationship Manager. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using risk profiling and analytical tools, and maintains unique offerings such as municipal advisor services and SIMPLE IRA Employer Advisory programs.

Christine Walker is a financial advisor with LPL Financial in Downers Grove, Illinois, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at J.P. Morgan Securities for eight years and Chase Investment Services Corp. for two years. Walker also serves as a notary, an activity unrelated to her investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and various institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary strategies.

Amanda Davila is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2019, progressing through roles from Financial Consultant I to Financial Consultant before her current appointment. With over a decade of experience in the financial industry, Amanda has held various positions including Branch Manager at Citibank from 2014 to 2019 and Financial Center Manager at Bank of America between 2011 and 2014. Her expertise includes client financial planning and building long-term client relationships based on trust and personalized service. Amanda is committed to assisting clients in planning for their futures and emphasizes integrity in her work. Further details about her education, credentials, personal interests, or community involvement were not provided.

Dimitris Perivoliotis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to his financial career, he was involved with Eggs Inc Cafe for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Madeline Shounick is a financial advisor at Ameriprise Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of her advisory role, she is co-owner of Absolute Group LLC and Nemeth & Co, both related to managing Ameriprise business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Scott Cimo is a CFP®-certified financial advisor at LPL Financial with 17 years of industry experience. He previously worked at JP Morgan Securities LLC for six years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, utilizing a combination of proprietary research, third-party subadvisors, and customizable strategies.

Steven Galminas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2009 and previously was with PRUCO Securities, LLC. Outside of his advisory role, he serves as president of SG Financial, focusing on fixed insurance and annuity sales, and acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Felix Chunuwe is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also serves as a US Soccer Federation Grassroots Referee since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure.

Jeffrey Wilson is a financial advisor with LPL Enterprise who holds the Series 66 designation and has 24 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. Outside of his advisory work, he officiates high school football games in the Chicago area during the season. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation, access to third-party asset managers, and participation in wrap programs, while also offering affiliated insurance and trust services.

Judson Mann is a financial advisor with OSAIC in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and owns an independent insurance agency. Mann is also a partner at Focal Point Financial, LLC, an entity used for payroll and marketing related to his advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments, efficient frontier analysis, and rebalancing tools.

Nicholas Corcoran is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and currently serves as a registered assistant at Megent Financial, assisting advisors with client accounts. Corcoran has been affiliated with Cetera and its related entities since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Shane Kreifel is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Edward Jones and Banc One Securities Corporation prior to joining J.P. Morgan. Kreifel has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Silva Padowski is a financial advisor at LPL Financial in Naperville, IL, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience, including five years at Private Advisor Group, LLC, and a long tenure with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives utilizing various strategies and tools.

Joseph Purpura Jr. is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Financial Services since 1991 and with PFS Investments Inc. since 1983. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Michael Maxstadt is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at METLIFE Securities Inc for 17 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages a family farm as the managing member of MWT Estate, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using detailed client data and firm-approved analytical tools.

Ryan Gibbons is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. He has worked at RBC Capital Markets since 2020 following his studies at Northern Illinois University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated financial services.

Quincy Jones is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.