Michael Pozzi is a Series 66-licensed financial advisor with 20 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, and Securities America. 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 wide range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

Lisa Lahner is a financial advisor with Ameriprise in Elburn, Illinois, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she is involved with CS Counseling Limited, providing counseling services. Ameriprise offers a retirement-income planning service tailored for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Karlo Colak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Metropolitan Capital Bank and has an educational background from Illinois Wesleyan University. 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, 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.

Adyna Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She has worked with Primerica Advisors since 2018 and also has experience with Chicago Public Schools and UCSN. Outside of her advisory role, she serves as a session facilitator for Math Circles of Chicago. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

Joseph Gallina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Coyle Financial Counsel, Bank of America, Merrill, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Kelley Hare is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Cetera Wealth Services, LLC, having joined in 2025, and previously worked with Avantax and 1st Global Advisors. In addition to her advisory roles, she is a partner and investor in real estate ventures through Oakton Building Group and Shamrock Building Group. Cetera Investment Advisers LLC is a large nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets across over 10,000 advisors.

Justin Mcmorrow is a financial advisor with LPL Financial in Glen Ellyn, IL, holding Series 63 and Series 66 registrations with five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, PNC Bank, and Prudential Advisors. Outside of his advisory work, he is involved in non-variable insurance activities as part of his business engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, supported by proprietary research and third-party subadvisors.

Brett Meyer is a financial advisor with Ameriprise in St. Charles, IL, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at Morgan Stanley Private Bank and PNC investments. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Genevra Knight is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Avantax Investment Services and 1st Global Advisors, and she has been involved with Porte Brown LLC since 1997. Outside of her advisory work, she serves on the board of Women Entrepreneurs Grow Global, a nonprofit focused on educating women business owners internationally. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various investment strategies and program structures.

Marta Skowronska is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. She has two years of industry experience, including work with PFS Investments Inc. since 2024 and Primerica Financial Services since 2022. Outside of her advisory role, she has experience as a self-employed nanny. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 financial advisors. The firm offers a wrap-fee asset management program primarily serving individual investors through model-based strategies developed by unaffiliated asset managers.

Ronald Zweig is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. Outside of his advisory role, Zweig is involved with Warady & Davis LLP, a CPA and tax preparation firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Gregory Hjelm is a financial advisor with Merrill in Geneva, IL, holding Series 63, 65, and 66 credentials and 13 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he serves as the Financial Secretary at Batavia Covenant Church, managing contributions and volunteer coordination. 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 a variety of model-based and discretionary investment strategies supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Kevin Green is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Green also serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Keith Mitsch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he spent ten years at SKTY Trading, LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Joshua Newes is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera and CETERA Financial Specialists LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Kooperman is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. He serves as a trustee and agent of record for his parents in an outside insurance business. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing LPL programs and third-party asset managers, offering both advisory and brokerage/insurance channels to implement client recommendations.

Eric Larson is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Larson is involved in several business ventures including ownership of a sports training academy and multiple real estate and retail enterprises in Illinois and Wisconsin. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kimberly Betke is a financial advisor with Primerica Advisors in Grayslake, Illinois, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 2005. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Leonard Metzl is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has been associated with Cetera and related entities since 1988 and operates Metzl Financial Services since 2017. Outside of his advisory work, he serves as director and treasurer of the Go Club Foundation, a nonprofit educational organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multiple program structures and a multi-manager platform.

Rauf Noorie is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in financial consulting and has previously served as a Private Client Advisor at JPMorgan in 2022, as well as a Private Client Banker at JPMorgan Chase and Company from 2018 to 2022. He focuses on collaborating with clients to understand their motivations and build financial plans that align with their goals, values, and life situations. His approach includes providing clarity, perspective, and guidance to clients whether they are planning for the future or navigating changes. Noorie is committed to working with clients toward achieving a confident financial future.