Charles Douglas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he also serves as president of Microtax, a tax preparation and accounting business he has operated since 1994. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, providing a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

John Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes 15 years at both New England Schooner, Inc. and Royal Alliance Associates. He is also associated with BULLBUFF LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and services, including retirement plan consulting, model portfolios, and technology-driven investment strategies.

Alvin Boyd is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Uber and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Ginevra Basso Laha is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Cetera Wealth Services, Summit Financial Group, and Delco Financial Group. Outside of her advisory work, she volunteers as a Sunday school teacher at St. John's Church in Naperville, Illinois. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Czerniak is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2023, and at LPL Financial from 2007 to 2017. He is also the Chief Investment Officer of Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers. The firm employs asset‑allocation tools, risk‑tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes, managing accounts on both discretionary and non‑discretionary bases.

Scott Zagurski is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wells Fargo entities since 2009. Zagurski is also involved in investment-related activities through ownership in Great Lakes Asset Management LLC and Scott Zagurski LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored client recommendations.

Dennis Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2018. Outside of his advisory role, he is the owner of Castillo Real Estate LLC, which manages a residential rental property. J.P. Morgan Securities 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.

Giuseppe Anemone is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and JP Morgan. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Ernest Santeralli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Behrens is a financial advisor with LPL Financial in Oswego, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he serves as trustee for two family testamentary trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Charles Mowery is a financial advisor at Osaic Wealth, Inc. with a Series 66 credential and no prior industry experience. His work history includes roles at SAI Financial Services and RMB Capital, among others. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Wendy Malas is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. She has been with LPL Financial for over 15 years. Malas serves as a for-profit board member of the Yorkville Home Design Center Retail Owners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, employing discretionary and non-discretionary management supported by research and model portfolios.

Brian Shriner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

John Coffey is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with a career spanning Cetera since 1991 and his own firm, Coffey & Associates PC, since 1992. In addition to his advisory work, he is involved in health insurance sales and administration. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors and substantial assets under management.

Chris Ambrose is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, JP Morgan Securities, and Bankers Life Advisory Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

James Bann is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Great Lakes Advisors, LLC. 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 manages roughly $671 billion in assets through more than 14,000 advisors and employs research-driven investment strategies that incorporate diversification and modern portfolio theory.

John Weber is a financial advisor with Edward Jones in Warrenville, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at ED&F Man Services Inc. and spent a decade at SG Americas Securities, LLC and Newedge USA LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Matthew White is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan in various capacities since 2009. Outside of finance, he owns and operates The Coop and Scoop, LLC, a mobile coffee and ice cream food trailer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Frances Tillman is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining OSAIC in 2024, she worked at Woodbury Financial Services Inc. and State Farm VP Management Corp. She also has experience assisting in financial planning and insurance sales through administrative roles at NorthPoint Financial Group and Camaioni Consulting. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage, advisory, and portfolio management services. The firm employs asset-allocation tools and supports multiple advisory platforms to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Eric Dusseault is a financial advisor with Edward Jones in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Merrill, and Bank of America. 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 strategies supported by a network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.