Brian Carlisle is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 14 years. Carlisle is also an insurance agent specializing in fixed insurance and annuity products through his sole proprietorship. OSAIC serves a diverse client base including individual investors, high‑net‑worth clients, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and a variety of investment products managed across different platforms.

Aleatha Wilson is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at Northwestern Mutual Wealth Management Company and currently leads Wilson Management & Consulting LLC as CEO. Wilson is also the founder and director of Club Bluue Wealth, a nonprofit organization focused on managing and coordinating financial education content and expert participation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and multiple program structures.

Steven Sterchele is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and continues to serve clients through the firm. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise with a broad range of brokerage and insurance solutions through its affiliated companies.

Jill Maybaum Hart is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63, 65, and 66 credentials and possessing 24 years of industry experience. Her previous roles include positions at Invesco Advisers, Primerica Financial Services, E*TRADE Securities, and Dowling Legacy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Dirk Brown is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Hobson Financial Group, and Investors Capital Corp. In addition to his advisory work, Brown is involved with Lakeshore Indemnity Group, an insurance agency, and Listing Leaders NW, which provides mortgage and real estate services. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering a wide range of advisory programs and financial planning services through a national network of investment adviser representatives.

Van Robin Jonker is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 32 years of industry experience. He has worked with Cetera since 1993 and serves as president of Capital Wealth Management Inc. Outside of advisory work, he is managing partner of Jonker & Associates, a CPA firm, and president of the Lighthouse Pointe Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Christopher Janyk is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing tailored wealth management strategies that aim to grow, preserve, and transfer wealth based on each client's unique needs. Christopher works closely with individuals and businesses to develop investment products and strategies designed to meet their financial goals while minimizing risk and maximizing tax efficiency. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, and retirement planning, among others. Christopher begins his client relationships with in-depth conversations to thoroughly understand their background and financial situation, utilizing the resources at Merrill Lynch to design and monitor individualized financial plans. When necessary, he collaborates with firm specialists to address all aspects relevant to clients' families and businesses. Christopher holds a Personal Investment Advisor (PIA) designation. He earned his high school diploma from Mount Carmel High School and attended DePaul University without completing a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Marc La Cien is a financial advisor with Edward Jones in Mokena, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Cynthia Wilson is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as the financial secretary for CHUMS Incorporated, where she manages the organization’s financial records and scholarship details. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related vehicles and bank deposit sweep programs.

Brad Terry is a financial advisor with J.P. Morgan Securities in Frankfort, IL. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Bank of America, Prudential Insurance, and Chubb. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured, non-discretionary process that combines quantitative asset-allocation modeling and centralized due diligence.

Brian Sims is a financial advisor with LPL Financial in Orland Park, Illinois, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with LPL Financial since 2022 and has a longstanding affiliation with Central Credit Union of Illinois and Cuna Brokerage Services, both since 2007. In addition to his advisory work, Sims is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Richard Callaghan is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2016. 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 services, including model portfolios and retirement plan consulting, supported by research and technology solutions.

Paul Muehlnickel is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, with an emphasis on assets held in Ameriprise-managed accounts and use of algorithmic automation in its planning process.

Mandy Ritzke is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Cetera and is also a part owner of Disteldorf, Ltd, CPAs, where she has been involved in accounting and tax services since 1998. Additionally, she serves as a partner at Disteldorf Financial Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Marc Rutkowski is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Rutkowski operates under the DBA The Lineage Group. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a broad selection of investment vehicles tailored to client needs.

Anthony Markett is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and one year of industry experience. Before joining RBC, he worked at UBS Financial Services and has been involved with Marist High School and The University of Chicago. He is also employed with Spine Science, where he provides personal training focused on athletic and fitness goals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through a combination of in-house and third-party managers.

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Joe Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2018 and previously was with Invest Financial Corporation from 2014 to 2018. He is also associated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that supports a range of investment strategies and program structures.

Todd Gilleylen is a CFP® certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL Financial, he worked for Harris Investor Services Inc for 16 years. 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 model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.