Daniel Mesch is a financial advisor with Edward Jones in Bartlett, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at the Village of Palatine Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kelly Switt is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. Prior to joining Cetera in 2025, Switt worked at Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as treasurer for parent associations at his sons’ middle and high schools in Illinois. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Nick Georgalas is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he assists clients and their families in building and maintaining financial plans tailored to their specific goals and situations. Prior to his current position, Nick served as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative from 2020 to 2021. Nick's professional experience at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting. He partners with clients to analyze their financial situations and implement customized plans to meet their objectives.

Amber Luczak is a financial advisor with Edward Jones in Fox River Grove, IL. She holds the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Karen Derose is a financial advisor with OSAIC in Chicago, IL, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 29 years before joining OSAIC in 2025. Outside of her advisory role, she owns Fab5 Consulting, providing consulting services on building and maintaining fee-based financial planning practices. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Edward Vrablik is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, LPL Financial, and New York Life Insurance Company. Outside of his advisory role, he serves as president of a condo association in Wisconsin and participates in the NAIFA LUTCF Test Writing Committee. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party platforms.

Zachary Krantz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Glen Hillger is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Derick Enos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent nearly two decades at Scottrade and TD Ameritrade. 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 broker-dealer and investment adviser registrations, delivering its services through Wealth Advisors while clients retain final decision authority.

Ross Miller is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2011 and 2015, respectively, and holds the Series 66 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and a proprietary investment outlook while offering both direct and employer-sponsored financial plans.

Richard Stejskal is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jeremy Eckert is a financial advisor with LPL Financial, holding a Series 66 designation. He has experience in accounting and tax services, having worked at Trail CPA Corporation and GPL Tax & Accounting prior to joining LPL Financial. Outside of advisory work, he has a background in agricultural business through his role at Integrated Ag LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a wide range of advisory programs and financial planning services, using both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Kathleen De Pasion is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Wayne Hummer Investments for eight years and at J.P. Morgan Securities for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Frank Petroczky is a Series 66-licensed financial advisor with Edward Jones in West Dundee, IL, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a director for the Shabbona Lake Sportsmans Club in Shabbona, IL, where he volunteers for club outings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Roy Mason is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Mason has been with Edward Jones since 2018. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Joel Callahan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2019. Prior to that, he spent one year at The Prudential Insurance Company of America and Pruco Securities. Outside of his advisory role, he operates a small e-commerce business selling shoes and clothing on Facebook Marketplace. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products, including security-based swaps and futures.

Loredana Rickard is a financial advisor at Ameriprise in Elgin, IL, holding a Series 66 designation with one year of industry experience. She has been with Ameriprise since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Kevin Osborn is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at tastytrade, Inc., Brookstone Capital Management, Fifth Third Bank, Cetera, and MB Financial Bank. Outside of finance, he is involved in the music business as the sole proprietor of Kevin R. Osborn Music. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools for its structured financial planning process.

Elinos Whitlock III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc. He is also president of Whitlock Healthcare, Inc., a financial services entity. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Crystal Thomas is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Merrill since 2022 and previously spent 13 years at Morgan Stanley Smith Barney LLC. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.