Jon Clare is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 25 years. In addition to his advisory role, he is involved in the sale and service of disability insurance, fixed and indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with various investment types, managing accounts on both discretionary and non-discretionary bases.

Anthony Mariani is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he operates an outside insurance brokerage under the name Infinity Strategic Partners, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model that includes advisory and brokerage/insurance channels to execute client recommendations.

Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.

Michael Bruce is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Pedro Dager is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at BMO Harris Financial Advisors and J.P. Morgan Securities, with prior experience at JPMorgan Chase Bank. Outside of his advisory work, he serves on the board of directors for Glass For Life, a business based in Miami Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and advanced technologies.

Annette Kaszubski is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior work includes roles at LPL Financial and TD Ameritrade. She is also involved with Itasca Bank & Trust Co. in an investment-related capacity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolios. The firm operates with capabilities in institutional trading, wealth management, and affiliated banking services.

Anthony Cascio Mariana is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 and has been based in St Charles, IL. Outside his advisory role, he is a co-owner of a rental property in Naperville, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of investment strategies and affiliated services under a fiduciary standard.

Andrew Stevenson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations.

Paul Turner is a financial advisor with LPL Financial in Des Plaines, IL, holding a Series 63 designation and 42 years of industry experience. His career includes roles at Sigma Planning Corp., Sigma Financial Corporation, and ownership of Turner Financial Services and Paul E. Turner, Attorney at Law. He also maintains a legal practice alongside his financial advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Kevin Forman is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client strategies.

Nathan Young is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018, following three years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Simmons is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Village of Northbrook Police Department. He is involved in community activities, serving as Poppy Chairman and a trustee for Veterans of Foreign Wars Post 1337, and participating on the finance committee at Mary, Seat of Wisdom school. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Barrett is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual in various roles from 2012 to 2018. Barrett has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Judith Crampton is a CFP® with 35 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. She also operates Crampton Associates, providing financial services and estate settlement work. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

David Strutzel is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He is the owner of Strutzel Family Wealth Management and has prior experience at Raymond James & Associates. Outside of finance, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party strategies with both discretionary and non-discretionary account options.

Steven Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Gundrum also serves as co-trustee for his parents' family trust. 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 various third-party asset managers. The firm operates a hybrid advisory and brokerage model that emphasizes customized client intake and offers both discretionary and non-discretionary investment management solutions.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Denise Abog is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with PFSI Investments Inc. since 2018 and Primerica Financial Services since 2010. Prior to her financial career, she worked with The Nature Conservancy for one year. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors is a large institution serving primarily individual investors along with corporate and charitable clients. The firm provides a wrap-fee asset management program that relies on model portfolios created by unaffiliated asset managers, including strategies utilizing exchange-traded funds that invest in cryptocurrency.

Daniel Nickow is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial, Inc. for seven years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.