Nathaniel Lekarczyk is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he held roles at JPMorgan Chase and the Park Ridge Park District, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Bryon Brandt is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having eight years of industry experience. His work history includes roles with the Cook County Clerk and a longstanding association with PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and also participates in referral activities for home security and automation products through related affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and utilizes model-driven strategies supported by third-party asset managers and custodians.

Katherine Kozlowski is a financial advisor at Raymond James & Associates with 18 years of industry experience. She has held positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and UBS Financial Services prior to joining Raymond James in 2020. Kozlowski holds Series 63, Series 65, and Series 66 designations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Bechtel is a financial advisor with LPL Financial in Oak Brook, IL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Charles Schwab, where he worked from 2018 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

James Kendzior is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kathy Holtze is a financial advisor at Edward Jones in Wheaton, IL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Neil Moscicki is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Wayne Hummer Investments LLC, BMO Harris Financial Advisors, Harrisdirect LLC, and Morgan Stanley Dw Inc. Neil also has involvement with Wintrust Investments Insurance Company in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various model portfolios and third-party subadvisors.

Joseph Michalec is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 66 licenses. Michalec has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Anthony Pelegrino is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors since 2003 and has served as an officer and director of Impact Ministries DBA Impact Church since 2017. His background also includes involvement with Good Shepherd Lutheran Academy and Village Square Condominium. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered wrap fees and ongoing oversight of potential conflicts.

Paul Desruisseaux is a CFP® credentialed financial advisor at Equitable Advisors with seven years of industry experience. He previously worked at Edward Jones for six years and Primerica for two years. Outside of his advisory role, he serves as an adjunct math professor at College of DuPage and reviews scholarship applications for the CFP Board on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of program models and third-party asset managers to deliver tailored investment solutions.

Kristen Vitale is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. Her career includes extensive roles at LPL Financial and First Midwest Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, utilizing various investment strategies supported by operational and research tools.

Ronald Pryer is a Series 66-registered financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Burgman is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Raymond James since 2001. She is also the owner of Tistle, Solesky & Burgman Financial Services, a support company based in Itasca, IL. 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, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Matt Estkowski is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo, including Wells Fargo Clearing from 2016 to 2024. Based in Oakbrook, IL, he joined Wells Fargo Advisors in 2015 and rejoined the firm in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and planning tools to develop tailored recommendations across diverse planning areas.

John Abrams is a financial advisor with Wells Fargo Clearing, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

David Farrell is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities Inc., Banc One Securities Corporation, and J.P. Morgan Asset Management. Farrell has also served at Community Bank Whtn Glen Ellyn since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sylvia Jakubowski is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at One North Star, Inc., JPMorgan Chase Bank, N.A., and Vanguard Capital, Ltd. 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 an ESG eligibility framework.

Joseph Book is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, LPL Financial, Itasca Bank, and Money Concepts Capital Corp. Outside of his advisory role, he owns a disc jockey and musical entertainment business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to various investment platforms to manage portfolios on discretionary or non-discretionary bases.

Daniel Dorger is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with J.P. Morgan in various capacities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

David Kubica is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab & Co., Inc. outside of his advisory role, Kubica manages two residential rental properties in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm‑approved tools and modeling techniques.