Jason Dobrzynski is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously held roles at Waddell & Reed, various insurance carriers, and operated small businesses including CMS Office Management, LLC and P-Team Inc. He was also a member of the Rotary Club of Western Springs from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services supported by research, multiple investment programs, and technology-driven portfolio management options.

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.

Socorro Fajardo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Merrill, Bank of America, and Principal Securities/Princor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Deepak Saxena is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Prior to that, Deepak gained experience as a Private Client Banker at JP Morgan Chase Bank and as a Financial Advisor at Equitable Advisors, both in 2022. Deepak holds a California Insurance License. He is committed to working closely with clients to understand their financial goals and develop customized financial plans. His approach emphasizes building strong relationships based on trust, integrity, reliability, and competency. Outside of his professional responsibilities, Deepak has interests in badminton, fitness, military service, tennis, and traveling.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has a part-time involvement as a landlord in Chicago. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Ryan Malkowski is a CFP®-certified financial advisor with Edward Jones in Hinsdale, IL, with 19 years of industry experience. He has been with Edward Jones since 2008. 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 through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mi Yeon Katz is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has seven years of industry experience, having previously worked at firms including The Prudential Insurance Company of America, MassMutual Investors Services, and New York Life. Outside of her advisory role, she has been involved with Prak-Sis Ltd. since 2017, which is separate from her investment activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Jill Strampel is a financial advisor at Cetera with 18 years of industry experience. She holds the Series 66 designation and has been with Cetera and its affiliated entities since 2005. Outside of her advisory role, she is a part owner of a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Brian Shriner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Joel Norman is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Michigan Financial Companies, and Great Lakes Financial. His background also includes roles outside finance, such as positions in residence life at the University of Pittsburgh and at Manchester Academy Charter School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers various programs including wrap and money-manager services and educational seminars.

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Peter Krebs is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His background includes time at Marquette University and Menards before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and applies systematic methodologies and oversight controls in its investment approach.

Maria Garcia is a financial advisor with LPL Enterprise holding Series 63 and Series 65 designations and 32 years of industry experience. She previously worked at Pruco Securities, LLC for 30 years and has been with Willis Corroon Inc. for 36 years. 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, model wealth portfolios, and access to third-party asset management while combining advisory programs with the sale of various financial products such as insurance.

Margret Birch is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Birch serves as a board member of Brightside Theatre, an arts and culture organization in Naperville, IL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs various investment strategies and products alongside planning services.

Anna Siwula is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a large network of advisors.

John Coffey is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with a career spanning Cetera since 1991 and his own firm, Coffey & Associates PC, since 1992. In addition to his advisory work, he is involved in health insurance sales and administration. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors and substantial assets under management.

Chris Ambrose is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, JP Morgan Securities, and Bankers Life Advisory Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

James Bann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brad Freitag is a CFP® with 17 years of industry experience, currently with LPL Financial in Lisle, IL. He has worked at LPL Financial since 2021 and has prior experience with Waddell & Reed, Inc. and various insurance carriers at W&R Insurance Agencies. He is also involved with Chicago Portable Power Co., a role he has held since 2016. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Thomas Palumbo is a Series 66-licensed financial advisor at Ameriprise with two years of industry experience. His prior work includes roles at Wintrust Financial Corporation, Glen Ellyn Bank & Trust, and Elmhurst University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.