Donald Cheval is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses, and has 32 years of industry experience. His prior roles include positions at Merrill Edge/Bank of America, Gwfs Equities/Empower Retirement, and Mariano's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large 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 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including roles at JPMorgan Chase Bank, N.A. prior to that. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

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 with LPL Enterprise, holding Series 63 and Series 65 credentials and with 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is involved in Medicare supplemental insurance sales and fixed life insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products.

Kanita Ganic is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes positions at Triad Financial Services and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to registered investment companies and utilizes systematic methodologies alongside AI and long-term asset allocation benchmarks.

James Karnik is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

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 with Wells Fargo Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is a 50% owner of The R-B Financial Group and serves as co-trustee for its 401(k) plan, in addition to trustee roles for family trusts. Wells Fargo Advisors serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, and wealth-transfer planning, along with specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels through a large network of advisors.

Thomas Hudepohl is a CFP® professional with 22 years of experience in financial advising. He is currently with OSAIC and has previously worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. He is also Vice President at Reisner Hudepohl Financial Services, where he provides tax preparation and tax advice services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with a variety of investment platforms, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing.

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 at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses and has been operating Klover & Co, a tax preparation and bookkeeping service, since 2016. He is also involved with the Channahon Park District, where he has served since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

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.

Donald Hopp is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and Hopp Wealth Management. He serves as a board member and co-trustee of the Florence B & Cornelia A Palmer Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program options tailored to individual and institutional clients.

Kimberly Cisneros is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with Primerica Advisors since 2020 and Primerica Financial Services since 2019. Prior to her financial services career, she worked at Advocate for 27 years. Cisneros is involved in selling investment-related products and receives compensation for referral services related to home security and automation products. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by discretionary account options and institutional trade execution and custody services.

Quentin Price is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity since 2021 and previously held positions at Alight Solutions, Edward Jones, and Aon. Outside of his advisory role, he works as an independent contractor for a grocery delivery service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its involvement in advisory roles to registered investment companies and its use of advanced technologies in portfolio construction.