Rebecca Klody is a CFA® charterholder with 22 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and serves as a financial advisor and co-branch owner of Teegarden Wealth Advisors LLC. Her prior experience includes roles at Amg Distributors, Inc. and Raymond James & Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Hazen is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Ameriprise since 2014. Outside of Ameriprise, he is involved with Nolan Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-efficient strategies and adaptive withdrawal planning.

Flavia Cardozo is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities 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 brokerage and investment management capabilities.

Patrick Windle is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at TIAA-CREF from 2005 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio construction. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic methodologies in its investment process.

Kyle Nolan is a CFP® with 18 years of industry experience, currently with Edelman Financial Engines. He has worked at Financial Engines Advisors L.L.C. since 2018, following roles at EF Legacy Securities, LLC and Edelman Financial Services LLC. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across various account types.

Arthur Renier III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He has held various roles within Wells Fargo-related entities since 2009. Outside of his advisory work, he is a 50% owner and co-trustee of The R-B Financial Group, a financial practice based in Oakbrook Terrace, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and tools and offers a broad range of planning services including specialized areas such as business-owner transition and special-needs analysis.

Candice Monroe is a financial advisor with Equitable Advisors in Plainfield, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and Commonwealth Financial Network. She volunteers with the Naperville Area Humane Society. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor financial solutions to client goals.

Ryan Von Borstel is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2024. Ryan focuses on creating and implementing personalized financial plans tailored to his clients' goals. His professional experience encompasses investment consulting and private client banking. Ryan approaches finance with the understanding that money is a personal matter and aims to work collaboratively with clients to address their financial objectives. Outside of his professional responsibilities, Ryan enjoys camping, parenthood, reading, scuba diving, and volunteering.

Brian Cahill is a financial advisor with Ameriprise in Lemont, Illinois, holding Series 63, 65, and 66 designations and bringing 15 years of industry experience. He worked at The Northern Trust Company for 12 years before joining Ameriprise Financial Services, Inc., where he has been since 2018. Outside of his advisory role, he serves as the committee chair for Scouts BSA Troop 229 in Lockport, Illinois. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Joseph Siwek is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad scope of retail and institutional offerings.

Stephen Kurka is a Series 66-licensed financial advisor with Equitable Advisors in Mount Prospect, Illinois, where he has worked since 2009. He has 16 years of industry experience, including prior work with Axa Advisors, LLC. Outside of his advisory role, he is involved with an outside insurance brokerage under the name Wells, Roselieb and Raia Wealth Management, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that leverages multiple program sponsors and offers both advisory and brokerage channels.

James Shannon is a financial advisor with Osaic Wealth, Inc. in Burr Ridge, IL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 14 years before joining Osaic in 2024. Outside of his advisory work, Shannon serves on the advisory board of Misericordia Home, which supports individuals with developmental disabilities. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance assessments to manage diversified portfolios.

Lee Kalotta is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Bank of America for nine years and was affiliated with Kingsbury Capital Investment Advisers and Spencer Trask between 2013 and 2018. Outside of advisory work, he is co-owner of Pena Kalotta LLC, a non-investment-related business. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides specialized, tax-aware retirement planning through a combination of proprietary research and third-party tools.

Benjamin Bjork is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. His credentials include the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Anthony Sabatini is a Series 66 credentialed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019. Prior to joining UBS, he was involved with DesignPac Gifts LLC from 2015 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Bryan Bertani is a CFP® with 13 years of experience in financial planning and advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Eagle Strategies and New York Life Insurance Company. In addition to his advisory role, he works as an associate and financial planner at Elevate Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting implementation through various advisory programs.

Steven Taylor is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having joined in 2026, following prior roles at Morgan Stanley, E*TRADE Securities LLC, and Edward Jones. Outside of his advisory work, he owns and operates CreativeFoundry LLC, a retail and online store based in Carpentersville, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset, model-based investment approach supported by centralized custody and operational systems.

Charles Black III is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he has experience as a print model for an outdoor apparel company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic analyses covering a broad range of planning topics, with the option to integrate planning and managed-account services under a consolidated billing arrangement.

Tonya Almond is a financial advisor with Edward Jones in Lemont, IL, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Maritz and has been involved with Tag Agency LLC and several professional associations. She serves on the Finance Board for St. John Lutheran Church in LaGrange, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment advisory programs and services through a large nationwide network of financial advisors and branch offices.

Liam Hansen is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His prior experience includes six years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves as treasurer for Word of the Truth Ministries and is the owner of Hansen Reserve Honey Co., a honey sales business. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.