Kevin Raftery is a financial advisor with LPL Financial based in Chicago Heights, IL. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining LPL Financial in 2010, he worked at First Midwest Bank from 1998 to 2022. He is also engaged with Old National Bank in an investment-related role. 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 range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advisor-facing technology tools.

Ahmad Kashani is a financial advisor with LPL Financial in Merrillville, IN, holding a Series 63 designation and over 43 years of industry experience. His career includes long-term roles at Metropolitan Life Insurance Company and Metlife Securities Inc. spanning four decades, followed by nearly a decade each at Commonwealth Financial Network and Wellinvest Partners. Outside of advisory services, he is co-owner of Kmen Group LLC, involved in managing commercial real estate. 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 comprehensive array of financial planning and investment services, combining a broad advisory platform with various non-advisory financial products and oversight of substantial discretionary assets.

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 at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked for Mercedes Benz of Orland Park for ten years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tome Salkovski is a financial advisor with LPL Financial in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes sixteen years with Securities America Advisors, Inc. and seven years at Ameriprise. Salkovski is also involved in selling non-variable insurance products such as term and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors utilizing both proprietary and third-party strategies.

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 Wealth with seven years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at FSC Securities Corporation and Marijo Dluzak. Outside of advising, she is a licensed notary and insurance agent, and owns AIM Wealth Management, an LLC focused on business administration. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, offering both brokerage and advisory services via various programs and a complex affiliate network.

Martin Shreibak is a CFP® professional affiliated with LPL Financial who has 40 years of experience in the financial services industry. He previously worked at Royal Alliance Associates, Inc. for 31 years and has been with LPL Financial since 2020. Outside of his advisory work, he is a business owner involved in self-storage management and other non-investment related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management options, including access to third-party asset managers and institutional platforms, supported by extensive operational and research tools.

Frank Rizzo is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks and Cetera Wealth Services over a 25-year span. He also performs notarial services for his clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various investment platforms, including model portfolios and third-party asset management, and maintains significant non-advisory financial operations alongside its advisory business.

Cesar Tovias is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supported by broader derivatives and commodities capabilities.

Mark Blaski is a financial advisor with LPL Financial based in Crown Point, IN. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., BMO HARRIS Bank, Carmax, and Purdue University Northwest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives, offering a range of financial planning, asset management, and institutional platforms.

Sean Claiborne is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2025 and has a long history of self-employment through Vexint since 1997. Outside of his advisory work, Claiborne is involved in a rideshare business based in Illinois. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Marijo Dluzak is a CFP® with 41 years of experience in the financial industry, currently serving as an advisor at Osaic since 2023. She previously spent 28 years at FSC Securities Corporation. Outside of her advisory role, she assists clients with insurance planning, including long-term care, Medicare supplement, health, and life insurance products through her business, Dluzak & Associates Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization through discretionary and advisor-managed strategies, supported by multiple custodial arrangements and third-party platforms.

William Bloom III is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services, Inc. for 10 years. Bloom serves as president of Bloom Financial, Co. and is the author of a forthcoming retirement book aimed at boaters. He is also a board member of the Chicago Yacht Club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a range of advisory and brokerage services through a multi-advisor platform.

Patrick Dunne is a financial advisor with Edward Jones in Oak Lawn, Illinois, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he owns and maintains a commercial property in Oak Lawn. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Juliana Milevski is a financial advisor with Wells Fargo Clearing, holding a Series 63 license and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as secretary for the Prairie View Townhomes HOA in Crown Point, Indiana. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.