Gregg Smallen is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Oswego, Illinois. Gregg has been with Edward Jones since 1993. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Matthew Simpson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a range of eligible strategies including ESG considerations.

Adam Dziubinski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial Services and Foresters Advisory Services. Outside of advising, he owns and operates Ledaddy Lights, a business that makes and sells 3D printed items. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial advisory services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with multiple program structures and access to third-party money managers.

Donald Cheval is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work history includes roles at Merrill Edge/Bank of America, Gwfs Equities/Empower Retirement, Nationwide Investment Advisors, and Charles Schwab. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management and maintains an extensive network of financial advisors and branch offices nationwide.

Lindsey Lyons is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 securities licenses and is based in Naperville, IL. Lyons has been associated with Edward Jones since 2011. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Gregory Mcroberts is a CFP® and ChFC® with 33 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. He is also involved with Westpoint Associates and the Wpfg Foundation. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including money-manager options and educational seminars.

Jeffrey Turner is a financial advisor with Ameriprise in Plainfield, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at Federated Investors and multiple affiliated entities from 2012 to 2019 before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients primarily through a centralized consulting team and emphasizes managed accounts and affiliated fund selections in its advisory approach.

Jeffrey Ziemnik is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various divisions of JPMorgan Chase since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and quantitative and qualitative research to build model asset allocations, with an emphasis on client decision-making and risk management.

Matthew Rosner is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera in Lombard, IL. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, he owns and manages Skyline Wealth Partners and the Rosner Family LLC, which involves managing rental properties. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services, with access to both affiliated and third-party managers across discretionary and non-discretionary programs.

Matthew Fowler is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, THE O.N. Equity Sales Company, and Ohio National Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment implementation is typically model-driven and includes access to third-party asset managers and insurance product sales through affiliated entities.

Kanita Ganic is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Triad Financial Services, Inc. and Dillard's. Her career also includes time at the University of North Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

James Karnik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with J.P. Morgan affiliates since 2007, including extensive tenure at J.P. Morgan Securities from 2012 to the present. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative due diligence, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Denise Pacione is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2002 and holds the Series 63 and Series 65 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Breunig is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2019, following three years at Wells Fargo Clearing and eleven years at Merrill. Outside of his advisory role, he is a co-owner of The R-B Financial Group and serves as a trustee for several family trusts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools with a flexible implementation approach through brokerage or advisory programs.

Thomas Hudepohl is a CFP® with 23 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. for over a decade. In addition to his advisory role, he is vice president at Reisner Hudepohl Financial Services, where he provides tax preparation and tax advice services. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, supporting a range of managed accounts and third-party strategies.

Monika Peroustiyski is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Monika is based in Naperville, IL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Michael Klover is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has two years of industry experience. He has been associated with Cetera and its affiliated entities since 2023 and operates Klover & Co, a CPA practice providing tax return preparation and bookkeeping services. He has worked with the Channahon Park District since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Michael Kolnicki is a CFP® professional affiliated with Cetera who has 31 years of experience in the financial services industry. His career includes long-term roles at Cetera Financial Specialists LLC since 1995 and Kpw Financial Services since 2012. In addition to his advisory work, he operates several accounting and tax-related businesses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, third-party manager selections, or custom strategies.

Shaun Ratay is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, Ratay coaches football for the District 304 Geneva Illinois School District. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Brian Olson is a financial advisor at Edward Jones in Elburn, Illinois, with five years of industry experience. He holds the Series 66 credential and previously worked at H&R Block, UPS Freight, ISBA Mutual Insurance, and Tsys Merchant Solutions. Outside of advising, he manages a small beekeeping operation, overseeing 10 hives and selling surplus honey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.