Diana Subka is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered by a centralized consulting team in partnership with client advisors.

Christopher Ray is a financial advisor at Edward Jones with 15 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at JPMorgan Securities LLC and Dick's Restaurant & Lounge. He holds the Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Heide is a CFP® professional with 35 years of industry experience, currently affiliated with RBC Capital Markets in Palos Heights, IL. His prior experience includes roles at Wells Fargo Advisors and City National Bank. Outside of his advisory work, he serves as board president and co-chair of the finance committee for The Bridge Teen Center and holds board positions with the Southern Illinois University Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that emphasize tailored investment strategies through a combination of in-house and third-party managers, along with integrated financial planning and brokerage services.

Alicia Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach 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 menus.

Cesar Venzor is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. He is based in Chicago, IL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Mayton is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Randall Goss is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Thrivent Financial, Bank of America, and New York Life Insurance Company. Outside of his advisory work, he serves as Director of Softball for the Lincoln Way Vipers Baseball Softball Academy, a youth training organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies.

Kyle Tripi is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related entities since 2021 and also engages in selling life and fixed annuities as an insurance agent. Currently, he operates under Nestlehut Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various third-party money managers and program structures.

Cameron Meade is a financial advisor with Ameriprise, holding a Series 66 designation and starting his advisory career in 2024. Prior to joining Ameriprise, he was associated with Indiana University and Aberdeen Golf Course. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

James Kapala is a financial advisor with LPL Financial in Orland Park, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at Harris Investor Services, Inc. since 2008 and LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Kevin Raftery is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at LPL Financial since 2010 and concurrently holds a role at Old National Bank since 2022. 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 and financial planning services supported by research and model portfolios.

Nicholas Garvey is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked for Mercedes Benz of Orland Park for ten years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Joseph Zuccarelli is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Dinges is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has interests in oil royalties through involvement with Central Crude Corporation and CHS McPherson Refinery, Inc. 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 with a large nationwide advisor and branch network, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Vera is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 consulting, utilizing model portfolios and research from multiple sources.

Tome Salkovski is a financial advisor at LPL Financial with 29 years of industry experience. He previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 16 years. Salkovski holds Series 63 and Series 66 licenses and is based in Crown Point, Indiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by both discretionary and non-discretionary management approaches.

Tyrone Wheeler Sr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Merrill since 1982. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Amy Boedeker is a financial advisor at OSAIC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation and Marijo Dluzak. Outside of her advisory role, she is a notary and an insurance agent specializing in life insurance, fixed annuities, and Medicare supplement policies, and she owns AIM Wealth Management, an LLC involved in business administration. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to create diversified portfolios with various investment options managed on either a discretionary or non-discretionary basis.

Martin Shreibak is a CFP® with 40 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with Royal Alliance Associates, Inc. for 31 years. Outside of his advisory work, he is involved in several business ventures including ownership in a self-storage management company and other business entities. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

Frank Rizzo is a CFP® professional with 38 years of experience in the financial industry. He has been with LPL Financial since 2018 and previously worked at Cetera Advisor Networks for five years. He also serves as a notary, providing notarization services to his clients. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by a range of model portfolios and research.