Lynda Nordling is a financial advisor with LPL Enterprise in Downers Grove, IL, holding a ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, Nordling works as a Medicare consultant, providing education on Medicare basics and health insurance. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various insurance and trust services.

Richard Przybylski is a financial advisor with Edward Jones in Naperville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices. The firm provides both discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Carrie Plos is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Jason Fair is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Naperville / Lisle branch. He manages portfolios for clients across the United States, primarily serving local individuals and families who are business owners and corporate executives. Jason and his team focus on helping clients achieve their financial goals by customizing strategies around priorities, risk tolerance, and goals, with regular quarterly meetings to track progress and propose recommendations. Jason began his career at Merrill in 1997 after graduating from Northern Illinois University with a Bachelor's degree in Finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason resides in Elburn, Illinois, with his wife Becky and their three daughters, Olivia, Kate, and Paige. Outside of his professional work, he enjoys bicycling, playing guitar, and being involved with their church.

John Scott is a financial advisor with Ameriprise Financial Services in Warrenville, Illinois, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Ameriprise, he worked at PRUCO Securities, LLC. He is also involved in managing business operations through ownership roles in advisory-related companies. 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 tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Cameron Polezoes is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and three years of industry experience. His background includes roles at Ameriprise since 2022, as well as positions outside finance, such as work at Hub Group, Chicago Golf Club, and Aurelio's Pizza. 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 retirement income recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Page is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Woodbury Financial Services for 33 years before joining OSAIC in 2024. In addition to his advisory role, he operates a sole proprietorship providing health insurance as part of his financial planning practice. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients, offering brokerage and advisory services through multiple programs. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network and private-equity ownership.

Nicholas Korn is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He is a Certified Financial Planner (CFP®) professional with over ten years of experience in the financial services industry. Nicholas specializes in partnering with select families to develop comprehensive financial plans and tailored investment strategies focused on key milestones such as retirement, wealth transfer, and college planning. Prior to his current position, Nicholas worked as a Wealth Management Associate and Financial Planning Associate at Morgan Stanley from 2014 to 2020, and as a Client Associate at Wells Fargo Advisors from 2013 to 2014. He holds a California Insurance License. Outside of his professional work, Nicholas enjoys staying active through running marathons, skiing, and other fitness activities. He also has interests in spending time at the lake, caring for pets, and reading.

Jeffrey Osterman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with LPL Financial since 2011 and concurrently associated with First American Bank since 2010. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Bradley Dent is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding his clients' priorities and the purpose of their wealth to develop customized financial plans. Bradley utilizes advanced planning tools to provide clear insights into clients' financial situations, enabling collaborative goal-setting and planning. Bradley has extensive experience in wealth planning and advisory roles, having worked with Fidelity Investments since 2020 in capacities including Planning Consultant and Relationship Manager. Prior to joining Fidelity, he served as a Wealth Advisor at Twende Investment Group from 2017 to 2020 and as a Financial Associate at Thrivent Financial from 2016 to 2017. Outside of his professional work, Bradley enjoys participating in social events with friends, playing soccer, and volunteering.

Joshua Pillo is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Capital One, and Enterprise. He also serves as Vice President of Liquid Wealth Advisors, a business affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Hollis Henry is a Financial Consultant at Fidelity Investments, a position held since 2022. Prior to this role, Hollis served as an Independent Financial Coach and District Leader at PFS Investments in 2021. In these capacities, Hollis focuses on developing custom financial strategies by understanding clients' unique goals and challenges through active listening and collaboration. Hollis emphasizes building lasting relationships rooted in empathy and trust, working closely with clients and their families to clarify their current financial positions and future aspirations. Outside of work, Hollis is engaged in family activities and enjoys fitness, golf, music, and parenthood.

James Sorley is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, NA, and Dean Witter. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks when appropriate.

Delali Afenya is a Series 66–licensed financial advisor with seven years of industry experience, currently practicing at Equitable Advisors in Oak Brook, IL. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, LLC, Mike Fultz, and Elmhurst College. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Patrick Murray is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Ameriprise since 2018, with prior experience at Investment Professionals, Inc. and operating his own practice from 2014 to 2017. Outside of advising, he serves as a Program Manager for Republic Bank of Chicago’s Financial Services Program. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Theresa Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 credential and three years of industry experience. Her work history includes roles at City National Bank and River West Meeting Associates, Inc. from 2012 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tracy Lepore is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Cetera and related entities since 2017, with prior experience at Foresters Advisory Services and American Income Life. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a nationwide network of independent advisors and features multiple program structures and affiliated managers.

John Gibson is a Senior Financial Advisor at Merrill Lynch Wealth Management and a Personal Investment Advisor (PIA) with Gibson & Associates. He focuses on delivering personalized wealth management strategies tailored to clients’ individual goals, encompassing family wealth management, legacy and retirement planning, socially responsible and ESG investing, and specialized areas such as LGBT and special needs planning. John holds a Master's degree in Applied Mathematics and a Bachelor's degree in Biochemistry and Applied Mathematics from Northern Illinois University. He applies his background in mathematics, including expertise in dynamical systems and machine learning, to portfolio construction. He is a member of the American Mathematical Society, the Society for Industrial and Applied Mathematics, and the Financial Planning Association. In addition to his professional work, John is actively involved in the community through volunteering with organizations such as PADS Chicago/Elgin. His personal interests include chess, cooking, hiking, music, reading, writing, and spending time with his family. John is also multilingual, speaking Japanese, English, and French.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at JPMorgan Chase Bank and Vacation Lab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by both quantitative and qualitative research.

Brian Dutro is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes 18 years with the federal government alongside a long tenure at Primerica, dating back to 1998. Outside of advisory services, 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, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating on a tiered wrap-fee structure.