Jack Hull is a financial advisor with Osaic Wealth, Inc. based in St. Charles, Illinois. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 19 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, he serves as Vice President of Corporate Benefit Advisors, a firm providing employee benefits primarily focused on group medical insurance for small groups. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs sophisticated portfolio construction tools, supporting both discretionary and non-discretionary account management.

Luke Widmer is a financial advisor at Edward Jones in Wheaton, Illinois, holding a Series 66 credential with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for American Management Specialists from 2010 to 2017. He serves as a board member of two private family foundations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Janine Chun is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has over a decade of experience with Fidelity, having held various positions within the firm since 2012. Her previous roles include Planning Consultant, Relationship Manager, High Net Worth Service Representative, and Financial Representative at the Regional Center. Throughout her career at Fidelity, Janine has developed expertise in utilizing the firm's tools and resources to create customized financial plans that align with clients' individual needs. She emphasizes building relationships based on integrity to assist clients and their families in working toward their financial goals.

Matthew Bappert is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 1834 Investment Advisors Co., Premier Asset Management LLC, and BMO Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Charles Menges is a financial advisor at Ameriprise in Barrington, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Korpack, Merkle Korff Industries (a Nidec Company), Golfcritique.com, D&W Fine Pack, and Menges Roller Company. 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 options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Ronald Kapraun is a financial advisor with Cetera in Schaumburg, IL, holding a Series 63 designation and over 36 years of industry experience. His prior roles include positions at Raymond James & Associates and Martingale Investment Group. Outside of advisory work, he is a partner in Kapraun Family Farm, LLC, and serves as a teacher aid providing religious education at Resurrection Catholic Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or build custom strategies.

Agam Jayantara is a Series 66-credentialed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, Jayantara worked at Dillon Caplinger Shelter Insurance Agency and has been involved with Eternal Buzz Community in a non-investment capacity. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products through its integrated platform.

Ethan Miller is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC and J. Krug & Associates, Inc. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm uses proprietary asset-allocation tools and risk-tolerance assessments to build diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Dionne Braggs is a financial advisor with Ameriprise in Arlington Heights, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of advisory work, she owns a business entity that manages her practice expenses and is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, written retirement recommendations delivered by a centralized consulting team.

Erika Hoffman is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she assists clients in understanding their comprehensive financial situations and helps clarify their future financial goals. Erika's experience at Fidelity Investments spans several positions, including Central Relationship Manager (2024-2025), Life Events Consultant (2023-2024), and Financial Representative (2022-2023). Through these roles, she has developed expertise in financial planning and client relationship management. Outside of her professional work, Erika has interests in museums, puzzles, and reading.

Rej Hoxha is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2026. His career in financial services began in 2019 and includes experience as a Financial Advisor at Thrivent from 2021 to 2024, and as a Retirement Account Executive at Horace Mann Brokerage from 2019 to 2021. In his work, Rej focuses on developing and implementing wealth strategies to benefit clients and their families both currently and in the future. He leverages Fidelity's brand, technology, and financial planning resources, working alongside his team to provide approachable financial insights. Outside of his professional responsibilities, Rej has personal interests that include fitness, football, golf, caring for pets, and volunteering.

Steven Urosevich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. He is based in Schaumburg, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Samuel Ruiz is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to assist their clients in achieving financial clarity and confidence. He provides personalized guidance and planning services, helping individuals navigate key financial decisions, including retirement and investment strategies as well as long-term goal setting. His role focuses on simplifying complex financial topics and delivering actionable insights to empower clients throughout their financial journey. Samuel has held multiple positions at Fidelity Investments, beginning as a Financial Representative from 2023 to 2025, then serving as a Relationship Manager in 2025, before assuming his current role as Planning Consultant in 2025. Through these roles, he has developed experience in supporting clients and advisors with financial planning and relationship management. Outside of his professional responsibilities, Samuel enjoys skiing, tennis, and traveling.

Ashley Childress is a financial advisor with UBS Financial Services, holding a Series 66 designation and with two years of industry experience. Prior to joining UBS, Ashley worked in various roles including coaching junior alpine ski racers at Wilmot Mountain, a seasonal position held since 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Jennifer Curtiss is a Series 66-licensed advisor at Robert W. Baird & Co. with 17 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she serves as President of the Picnic Grove Homeowners' Association and is a member of the Board of Trustees for the Village of Fox River Grove. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Mark Lessert is a financial advisor at Morgan Stanley in Barrington, Illinois, with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010. Outside of his advisory role, he is involved as an advisor in a manufacturing business, NAPCO Inc., where he participates in manufacturing processes and coffee purchasing. 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 employs a structured planning process utilizing tools such as Secular Return Estimates and Monte Carlo simulations.

Brianna Hook is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and previously worked at First Investments & Planning, First National Bank of Omaha, and Raymond James Financial Services. Brianna is part of The DDK Group within Baird’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, and other investment approaches.

Derek Wichman is a CFP® professional with 11 years of experience, all with Edward Jones in Palatine, IL. He holds the Series 66 designation and has been with the firm since 2015. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashton Rudd-Washington is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has progressed through various roles within Fidelity, including Investment Consultant, Planning Consultant, and Relationship Manager from 2021 to 2023. Prior to joining Fidelity, Ashton worked at JP Morgan Chase Bank from 2017 to 2020, where he served as Lead Teller Operation Specialist, Relationship Banker, and Private Client Banker. In his role as a Financial Consultant, Ashton focuses on helping clients accumulate wealth through tax-efficient investing while minimizing risk. He collaborates with clients to co-create financial plans that address important goals such as retirement and legacy planning, including generating income strategies for retirement. Outside of his professional work, Ashton has personal interests in cooking and baking, fitness, hiking, visiting museums, and traveling.

Mario Palacios is a financial advisor with Edward Jones in Arlington Heights, IL, holding the CFP® designation and Series 66 license. He has eight years of industry experience, including five years at Capital One prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million clients with a range of investment programs and fiduciary advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.