Ronald Guidice is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. His prior experience includes roles at Jewel Osco and Peapod. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized team to deliver algorithmically supported, non-discretionary retirement recommendations.

Mark Albian is a financial advisor with LPL Financial based in Lisle, Illinois, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His career includes long tenures at Waddell & Reed and various insurance carriers, as well as roles at Prism Mortgage and EMRJ, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Stephanie Thompson is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, and MetLife Securities. Outside of her advisory role, Thompson owns and consults for Special Needs Mom Squad, a service providing special needs planning and resources for families and professionals, and serves as president of its nonprofit organization. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes across discretionary and non-discretionary accounts.

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 Lyons, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in an insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to meet client needs.

Mark Pautsch is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios along with customized strategies.

Ezra Samuels is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. Prior to joining Merrill, he held positions at Bank of America, Zeigler Auto Group, and Rivers Casino Des Plaines. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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® with 17 years of experience in the financial services industry. He currently works at LPL Financial and has held positions at several firms, including DTC Group, Mark Karambelas, Chamber630, Flexible Benefit Service Corporation, and Waddell & Reed. He has involvement with DTC Group as a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with discretionary and non-discretionary management supported by research and various portfolio management options.

Susan Pedersen is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career spanning over 28 years in the financial services industry. She joined Merrill Lynch in 1991 and has since focused on helping clients develop tailored financial strategies to meet their individual and family goals. Susan holds the Certified Plan Fiduciary Advisor (CPFA) designation and is a graduate of DePaul University. Her expertise encompasses college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and socially responsible investing among other areas. Residing in DuPage County with her husband and two sons, Susan is actively involved in her community, supporting Christ Church and missions, Feed My Starving Children, and Longshots Baseball. She dedicates a portion of her time to assisting others with their financial goals without obligation or cost.

Frances Tillman is a financial advisor with OSAIC, 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 Inc. and State Farm VP Management Corp. She also has experience assisting in financial planning and insurance sales through administrative roles at NorthPoint Financial Group and Camaioni Consulting. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and portfolio management services. The firm employs asset-allocation tools and supports multiple advisory platforms to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

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.

Anthony Manfrin is an advisor at Robert Baird & Co. with three years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Guardian Life, MetLife Investors Distribution Company, and Unum. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and custody and brokerage services, employing a mix of manager-traded and model-traded strategies alongside tax management and direct indexing.

Kyle Butson is a financial advisor with LPL Financial in Roselle, Illinois, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones and Itasca Bank & Trust Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technologies.

Kyle Bonfield is a financial advisor at Raymond James Financial with seven years of industry experience. He previously worked at Edward Jones for five years and Comcast for eight years. Outside of advising, he is the owner and president of Bonfield Capital LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs including municipal and public-finance services.

Kristin McCracken is a Planning Consultant at Fidelity Investments, a role she began in 2024. Prior to this, she worked as a Financial Services Advisor at Merrill Lynch from 2019 to 2024. Kristin collaborates with clients to develop personalized financial plans that align with their individual priorities and needs. Her professional experience spans several years in the financial services industry, where she has focused on crafting comprehensive financial strategies with her clients. Kristin emphasizes understanding what matters most to each client to co-create tailored financial plans. Outside of her professional work, Kristin enjoys family activities, gardening, and traveling.

Maryan Khalil is a financial advisor with Wells Fargo Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Money Concepts Capital Corp. and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Michael Masciopinto is a financial advisor at Ameriprise with 37 years of industry experience. He has held his current role since 2020 and previously worked at Ameriprise Financial Services, Inc. for 33 years. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Nicole Mackowiak is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked previously at Avantax Investment Services and 1st Global Advisors, and she currently manages operations at Porte Brown Wealth Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program structures.

Jeffrey Becker is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a successor trustee for a family living trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.