Gregory Davis is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 41 years of industry experience. He has worked at Cetera Investment Advisors LLC and affiliated entities since 2019, following a 13-year tenure at Harris Investor Services. Outside of his advisory role, he serves as treasurer and dual signor for the Wessex Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with a multi-manager platform that includes both affiliated and third-party investment options.

Sandra Hellstedt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nasser Zayed is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, following a prior role at Harris Investor Services Inc. Other business activities include operating a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing research, model portfolios, and various management strategies.

Todd Nyberg is a CFP® professional with 13 years of experience in financial advising, currently practicing at Edward Jones since 2012. He holds the Series 66 designation and is based in Western Springs, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beverly Hunziker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2014 and is also associated with Hunziker & Associates, Inc., where she assists with office activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Megan Noga is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding member of The Theis Noga Group. She leads the team’s planning-based efforts to help clients set realistic financial goals, organize their financial lives, and prepare for both anticipated and unforeseen circumstances. Megan works with a diverse group of clients, including active and retired corporate executives, business owners considering sale or succession, and widows and widowers who benefit from her careful and considerate approach. Since joining Merrill in 2000, Megan has built trusted relationships across multiple generations by providing tax-efficient investment and income strategies, evaluating Social Security options, and coordinating with CPAs, attorneys, and trust specialists to optimize tax minimization and estate planning. Her expertise includes retirement income planning, family wealth management strategies, small business strategies, and services for endowments, foundations, and non-profits. Megan holds a Bachelor of Science degree in Finance from Millikin University. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), and Certified Exit Planning Advisor (CEPA). Residing in Somonauk, Illinois, Megan coaches youth sports and is active in the local Parent Teacher Organization.

Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Laith Al Tikriti is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera and its affiliates since 2014 and is a partner and president of Sanaa Bin Hussain LLC, a women’s dress business. Additionally, he is involved in fixed insurance sales and owns L.T.I.G. Wealth Management, a financial services business. 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 consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers and various program structures.

James Cannan is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016 and also owns Yorkshire Financial Advisors Inc., a financial planning practice based in Downers Grove, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services, including specialized planning for business-owner transitions, special-needs analysis, and divorce planning, delivered through a network of financial advisors.

Vanessa Pfaff is a Certified Financial Planner™ (CFP®) with 17 years of industry experience, currently with UBS Financial Services in Oakbrook Terrace, IL, where she has worked since 2014. She serves on the board of directors for the Glen Ellyn Infant Welfare Society, a local charity focused on raising funds for children in the Glen Ellyn School districts. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Michael Durkin is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ben King is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of investment professionals within Fidelity Private Wealth Management. In this role, he provides high net worth clients with account administration and maintenance services and focuses on building lifelong relationships. Ben has a long tenure with Fidelity Investments, having served in various capacities since 1999. His experience includes roles such as Investment Consultant (2011-2022), Financial Representative (2009-2011), Retirement Brokerage Representative (2004-2008), and Participant Service Representative (1999-2004). This extensive experience underpins his expertise in wealth management and investment consulting. Outside of his professional career, Ben's personal interests include comedy, family activities, football, military service, and movies.

Erica Alldredge is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2019. In this capacity, she leads professionals in advancing their planning skills to significantly impact clients' financial goals and support their career development. She holds a California Insurance License, which complements her leadership responsibilities. Additional details regarding her education, credentials, personal interests, or community involvement have not been provided.

John Dziewinski is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Merrill Lynch and Citigroup. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning that covers topics such as retirement, income tax, estate, and business continuation planning, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Andrew Sitkiewicz is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Lisle, IL, he has a background that includes operating a personal wealth advisory DBA. 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 retirement plan consulting, with access to both discretionary and non-discretionary portfolio management and research from multiple sources.

Magdalena Lacek is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked at LPL Financial since 2021 and previously at BMO Bank NA and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Duskey is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He has been with the firm and its predecessors since 2016, including eight years at Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Karthikeyan Gandhi is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked for Accenture for ten years. His recent roles include positions at Ameriprise Financial Services LLC and Bold-Path Ventures LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm integrates proprietary research and third-party data in its planning process and requires a minimum level of investable assets for enrollment.

Slavek Laskowski is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2005, including time under its former name Axa Advisors. Outside of his advisory role, he operates an outside insurance brokerage under the DBA BLU-STAR STRATEGIC ADVISORS. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs in its investment approach.

Jillian Szafranski is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports through a centralized consulting team.