Timothy O'Callaghan is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade for 20 years before joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its scale, integrated structure, and multi-asset model portfolio approach.

Jeremiah Hare is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2016. Prior to joining the firm, he had a brief tenure at Walmart in 2016. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Abbatacola is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cetera and its affiliates since 1992 and currently holds a vice president position at Old Second National Bank, a role unrelated to investment activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Ryan Hofgesang is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a 15-year tenure at Charles Schwab and Charles Schwab Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Robert Jungels is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he is involved with Prairie Path Cycles, a business operating since 2003. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform combining advisory programs with brokerage and insurance products.

Kevin Gelso is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through planning and guidance. He joined Fidelity in 2021 and utilizes the firm's resources to support his clients' financial aspirations. Prior to his role at Fidelity, Kevin worked as a Financial Advisor at Northwestern Mutual from 2019 to 2021. Throughout his career, he has focused on building trust-based relationships with clients to provide personalized financial advice. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.

Qureish Esmail is a financial advisor at OSAIC with 42 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Esmail holds a Series 63 designation and operates Esmail Financial Strategies, a fixed insurance products business offering term life, guaranteed universal life, indexed universal life, and long-term disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed accounts to construct portfolios across various asset classes.

Ryan Bartlett is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment products.

Andrew Henderson is an advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, JPMorgan Chase Bank, N.A., and various sports-related organizations such as the Chicago Cubs and Cornell University Athletics. 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 in their investment approach.

Parker Bugg is a financial advisor with Equitable Advisors in Oak Brook, IL. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, he was involved with several baseball-related organizations including the Miami Marlins and the Minnesota Twins. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, often working through program sponsors and endorsed platforms.

Norbert Filian is a financial advisor with Equitable Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Marin is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and no prior advisory industry experience. Before joining Cambridge in 2026, he worked for Siemens Healthineers from 2009 to 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals using various discretionary and non-discretionary strategies.

Alan Madej is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner at Pierce, Madej & Associates. Since beginning his career in May 2007, Alan has specialized in developing customized wealth management strategies and portfolio management services, with a particular focus on education planning, legacy planning, and personal retirement planning. He evaluates and designs asset allocations mindful of tax consequences within comprehensive financial plans. Alan holds a Bachelor's degree in Finance from Indiana University’s Kelley School of Business and maintains professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®). He was recognized in 2023 by Forbes as a “Top Next-Generation Wealth Advisor Best-in-State.” Residing in Hinsdale, Alan is involved in his community as a volunteer basketball coach for the Gateway Gators Special Olympics team and participates in the Golfview Hills Men's Golf League. He also enjoys playing paddle tennis and golfing.

Ayodeji Ogundiya is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab Bank and Charles Schwab since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by its Center for Financial Research.

Nicholas Hofmann is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Renaissance Financial Corp, Cetera, and Securian Financial Services. Outside of his advisory role, he coaches youth baseball, working with 12-year-olds in both team coaching and infield training sessions. 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 applying an ESG eligibility framework in its investment process.

Scott Coyner is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at the University of Iowa and Indiana University. His background also includes roles outside the financial sector, such as positions in parking management and food service. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

John Kuhlman, Jr. is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2019, continuing his tenure with RBC Capital Markets since 2008. Outside of advisory work, he serves on the board of directors for Argon Credit Corporation and advises on restructuring for Harbour Contractors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to each client’s risk profile and supported by in-house and third-party investment managers.

Michael Harlan is a CFP®-designated financial advisor with 27 years of industry experience. He is affiliated with Cetera in Schaumburg, IL, and has held roles at multiple firms including Kutchins, Robbin, Diamond, Ltd and Rhr Wealth Management, LLC. He is also a partner at Aprio Advisory Group, LLC, a CPA consulting and tax services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

Peter Daley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Batavia, Illinois, bringing 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. In addition to his advisory role, he serves as an adjunct instructor of economics at McHenry County College. 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 applying an ESG eligibility framework in its recommendations.

Jeffrey Hartzell is a financial advisor with Ameriprise in Naperville, IL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, as well as two years at Menards, Inc. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.