Jason Gena is a Series 66-credentialed financial advisor with Thrivent Investment Management in Munster, IN, where he has worked for 10 years. He serves as the chairperson of the board of education at St. Paul's Evangelical Lutheran Church, a Lutheran school focused on student development through faith and knowledge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority.

Kevin Kaminski is a financial advisor at Edward Jones in Flossmoor, Illinois, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Ewa Karim is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kenneth Youga is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory process.

Michael Edmonds is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, having previously worked at CGO Wealth Management, Edward Jones, and a law office. His other business activities include involvement with MCE Capital, LLC, a business entity unrelated to investments used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology solutions.

James Mulkey is a financial advisor with Edward Jones in Munster, IN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. 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 through a nationwide network of more than 23,700 financial advisors.

Gabriela Minotti is a financial advisor with OSAIC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Woodbury Financial Services and the City of Chicago. Outside of her advisory work, she is president of a legal services corporation providing estate planning. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Robert Pomorski is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verax Biomedical for six years and Fresenius-Kabi (Fenwal) for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Henry Redd is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has previously worked at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Outside of his advisory role, he is a tax preparer through HR Associates and teaches at Aurora University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management strategies.

Eric Himmel is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, he has served as a past president and board member of a Lions Club, engaging in community service and civic activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers integrated planning combined with managed-account options under a consolidated billing program called WealthPlan.

Matt Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Primerica Advisors since 2013 and previously served with the Chicago Police Department for 18 years. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jeff Radivan is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Teresa Rivera is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Bartolini's Restaurant & Catering, Tupperware, Thomas Hentschel, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed Inc. Rivera also operates Rivera Financial Investments, a business entity related to tax and investment activities. 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 financial planning, advisory programs, retirement consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Robert Heitz is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has experience in various capacities within Fidelity, including Investment Consultant and Planning Consultant positions, demonstrating his involvement in multiple aspects of financial advising and client planning. Prior to joining Fidelity, he worked as a Financial Advisor Assistant at Heartland Investment USA from 2021 to 2023. Throughout his career, Robert has focused on guiding clients toward financial clarity and confidence by leveraging his knowledge and Fidelity's resources. He emphasizes building strong client relationships and fostering collaboration to help individuals and families make informed decisions, reduce financial stress, and work toward long-term prosperity. Outside of his professional work, Robert enjoys hiking, movies, museums, outdoor adventures, skiing, and table tennis.

Nicholas Taviani is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at New York Life and Hassett Commercial Moving & Storage, as well as teaching positions at Herrick Middle School and Downers Grove North High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside its financial advisors.

Kurt Berg is a financial advisor with Edward Jones in Frankfort, IL, holding Series 63 and Series 66 designations and having 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in property investment through KWDB, LLC, where he manages lot purchases and facilitates home building and sales in collaboration with a family member. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Hohbach is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked at LaSalle St Investment Advisors LLC and Edward Jones. Outside of his advisory role, he is involved in golf course duties at Copper Canyon Golf Course. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written recommendations based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team that collaborates with clients' financial advisors.

Janice Brack is a financial advisor with Ameriprise in Palos Heights, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robert Rutkowski is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. He is also a registered advisor with The Lineage Group, operating a DBA investment-related business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a range of asset classes.

Geoffrey Peterson is a financial advisor with LPL Financial in Mokena, Illinois, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Rincker Investments LLC and Waddell & Reed, Inc., as well as operating as a Notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios from multiple sources to support diversified investment strategies.