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.

Joseph Spataro is a financial advisor with LPL Financial in Mokena, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers associated with W & R Insurance Agencies. Outside of his advisory work, he is involved with Rincker Investments, LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 both discretionary and non-discretionary management alongside research-supported model portfolios and various technology-driven investment solutions.

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.

Jeffrey Otway is a CFP® with 13 years of experience in the financial services industry. He is currently an advisor with LPL Financial and previously worked at Edward Jones, TD Ameritrade, and EF Legacy Securities. Outside of his advisory work, he is a musician and performs as the lead guitarist in a live cover band called Cellar Door. 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 provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management alongside research from both internal and third-party sources.

Cindy Reilly is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2012. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and municipal entities—offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation, retirement, insurance, and estate planning analyses.

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.

Colton Hill is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he held roles at Valparaiso University and the American Academy of Pediatrics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Sean Claiborne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2025 and has been self-employed with Vexint Co. since 1997. Outside of his advisory role, he engages in rideshare driving on a part-time basis. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology.

Marijo Dluzak is a CFP® professional affiliated with OSAIC, bringing 41 years of industry experience. She previously worked at FSC Securities Corporation for 28 years before joining OSAIC in 2023. In addition to her advisory role, she assists clients with insurance planning through her business, DLUZAK & ASSOCIATES INC, focusing on long-term care, life insurance, and health insurance products. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to construct diversified portfolios across various investment vehicles.

William Bloom III is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for ten years before joining OSAIC in 2024. Outside of advising, Bloom serves on the board of the Chicago Yacht Club and is engaged in various entrepreneurial ventures, including authoring a book on retirement for boaters and developing a financial planning algorithm and related consulting services. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. Its platform combines firm-provided portfolio construction tools with access to third-party managers, supporting both discretionary and non-discretionary account management.