Casey Sackman is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Peter Cole Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathryn Baness is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. Her prior firms include LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Northwestern Mutual Investment Services. She is also a notary with the National Notary Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joseph Velez is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, Cambridge Investment Research, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is co-owner of a real estate business, JAJK LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, primarily serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jerome Papiernik is a financial advisor at Edward Jones in Libertyville, IL, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network, along with affiliated capabilities such as a trust company and securities-based lending.

Connor Cook is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles, including at Jimmy Johns, Amazon, and Hy-Vee. His background also includes entrepreneurial activity with a business called Sticker Dude. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Chiappetta is a CFP®-designated financial advisor with 23 years of industry experience. He currently works with Cetera and has held roles with Kaizen Financial Partners and Cambridge Investment Research. Outside of his advisory work, he owns and manages a restaurant group. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Thomey is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2023. His prior experience includes positions at Eighth Avenue Advisors and Cadaret, Grant & Co., Inc., as well as ownership of Thomey Financial Services, where he provides financial advice and account management. In addition to advising, he owns and operates a CPA firm offering tax preparation and advice. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Tracy Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with LPL Financial and previously worked at Great Lakes Advisors LLC, Wayne Hummer Investments LLC, and Stifel. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ellen Tippow is a financial advisor at Ameriprise with one year of industry experience. She previously worked at Capital One and Synchrony Financial. Tippow is a co-owner of PaxCo LLC, a business related to managing her Ameriprise practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Peter Dubois is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley in various capacities since 2009, including the Private Bank since 2015. He serves on the Investment Committee of North Shore Congregation Israel, a nonprofit organization based in Glencoe, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Matthew Goldhaber is a financial advisor with Fisher Investments in Lake Forest, IL. He holds a Series 66 designation and has 20 years of industry experience, including 19 years with Fisher Investments. Outside of his advisory role, he serves as a member of the Board of Trustees for Temple Am Shalom, a religious organization. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk using various tactical and tax-aware strategies.

Marfina Peralta Alfonso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Soul Care Services, Advocate at Home, and several home health care organizations. She is also involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-based investment strategies supported by third-party managers and custodians.

Michael Amrozowicz is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 credential with 10 years of industry experience. He joined Edward Jones in 2017 after working at Primerica Advisors and Primerica Financial Services. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Nathan Niewinski is a financial advisor with LPL Financial in Kenosha, WI, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Johnson Financial Group, Harbour Investments, Inc., 818 Capital Group, LLC, and The Tranel Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

David Bruskin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He worked at Wayne Hummer Investments for 22 years prior to joining LPL Financial in 2025. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Kathy Merritt is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at OSAIC, SagePoint Financial, Cambridge Investment Research Advisors, and LPL Financial. Merritt is also a co-owner of JPV Financial Inc., an advisory business based in Grayslake, IL. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Howard is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he is the owner of Howard Farms in Maquon, Illinois. 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, model portfolios, and retirement plan consulting.

Ann Rieder is a CFP® professional with 29 years of experience, currently affiliated with Cetera. She is the founder and president of Regatta Wealth Management, where she has provided financial planning, investment management, and life insurance products since 2015. Rieder also volunteers teaching personal finance to inner-city Chicago students through Junior Achievement and serves as a financial professional for a National Football League Players Association advisor referral program. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.