Anthony Trainor is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Harris Investor Services, Inc. and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Purdy is a financial advisor with Stifel in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 1990. Outside of his advisory role, he serves as president and limited partner of Galvani Family Ltd. Partnership, a family partnership managing a commercial property in Northbrook, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy that incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Terrence Ruff is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities for 17 years. Ruff also owns Kensington Financial Services, Inc., where he has been involved in insurance sales since 1987, and serves as a board member and treasurer of a nonprofit organization. He is a licensed notary public providing document notarization services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and various managed account options.

Jason Gunther is a CFP® professional with 17 years of experience in the financial industry. He has been with Edward Jones since 2009, working out of Lake Forest, IL. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Murphy is a financial advisor with Morgan Stanley based in Barrington, IL. He holds the Series 66 designation and has 13 years of industry experience. Murphy has worked at Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Timothy Lim is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he worked at DoorDash and has experience as a professional golfer since 2022. He also has a background in education, having taught at Drake University and Barrington High School. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

William Brown Jr. is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2005. Based in Des Plaines, IL, he holds Series 63 and Series 66 licenses. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Cheryl Duda is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals, families, and small business owners protect and grow generational wealth. She works closely with clients to understand their unique priorities and develop personalized financial plans that align with their needs and values. Her expertise includes retirement and legacy planning, tax-efficient investing, college education funding, small business solutions, and access to specialty lending. With over 20 years of experience in the financial industry, Cheryl holds professional designations including Chartered Financial Analyst (CFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from Shanghai International Studies University and an MBA from the Illinois Institute of Technology. Fluent in both Chinese and English, Cheryl brings a broad perspective to her client relationships. Outside of her professional role, Cheryl is active in her community through involvement with District 30 Toastmasters and XL Toastmasters Club. She enjoys running, including marathons, cooking, hiking, reading, traveling, and spending time with her family.

Peter Manning is a financial advisor with LPL Financial based in Schaumburg, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and has been involved with P and R Management since 2005. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.

Ryan Dees is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Fidelity Investments, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Kelly Petersen is a financial advisor with Edward Jones in Arlington Heights, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Petersen worked at Huck Bouma PC, James C Provenza & Associates, and Anderson & Associates PC. Outside of advising, Petersen co-owns a handmade soap business that sells products on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various sizes of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products.

Evelyn Gonzalez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Her prior work includes roles at Kelleher + Holland, LLC, Salvi & Maher LLP, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios composed of mutual funds, ETFs, and ETPs.

David Markiewicz is a financial advisor with LPL Financial in Arlington Heights, IL, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He previously worked at BMO Harris Financial Advisors, Inc. and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports a large network of advisors with diverse investment strategies and offers multiple financial products alongside its advisory platform.

Zachary Callero is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. His prior roles include positions at OSAIC Wealth Inc and Insight 2 Profit, as well as founding Callero Capital Management. Cetera Investment Advisers LLC operates a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with discretionary and non-discretionary program options.

Andrew Rzotkiewicz is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Cetera and its affiliated entities since 2008. Outside of his advisory role, he works as a fitness coach at Orange Theory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies.

Sijo Job is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, he was associated with J.P. Morgan Securities and Jpmorgan Chase for over a decade. Outside of his advisory work, he is involved as a dietary consultant through his company, S Job Health, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Kenneth Robbins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has worked in the financial advisory field since 2011, with previous roles as a Financial Advisor at BMO Harris Financial Advisors, Inc. from 2012 to 2016 and at PNC Investments from 2011 to 2012. Kenneth focuses on developing flexible retirement plans tailored to his clients' evolving needs, aiming to help grow and protect their wealth over time. He emphasizes listening to his clients to understand what is important to them and guiding them through significant financial decisions and uncertain times. He holds an Arkansas Insurance License. Outside of his professional career, Kenneth's personal interests include baseball, family activities, and fitness.

Janet Barnard Weiland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior work includes roles at American Financial Network Inc, United Fidelity Funding Corp, and Hartford Financial Services, Inc. She is also involved in sales of investment-related products and receives additional compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors is a large-scale institution serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that employs largely model-delivery strategies managed by unaffiliated asset managers.

Ignacio Guerrero is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several notable firms, including BMO Harris Financial Advisors, J.P. Morgan Securities, and Citigroup Global Markets. Guerrero also operates a DBA related to his LPL business under the name BMO Investment Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools and oversight of substantial discretionary assets.

Elayne Banks is a financial advisor with Cetera, holding a Series 66 designation and 28 years of industry experience. She has worked with various Cetera entities since 2008 and previously spent seven years at Ameriprise. Outside of her advisory role, she serves as president of the New Hope Club of Liberty Baptist Church auxiliary group and is the recording secretary for the Woodlawn Gardens Condominium Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, with a multi-manager platform that supports a range of investment strategies and program structures.