James Morton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked with Raymond James since 2012 and is also president of Morton Private Wealth Strategies, Inc. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Matthew Buhrt is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to his clients' unique life priorities and financial goals. Matthew works closely with individuals, families, and business owners to develop flexible plans that adapt to changing market conditions and leverage the investment insights of Merrill alongside the banking and lending services of Bank of America. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income planning. Matthew utilizes a comprehensive range of services such as financial planning, investment management, tax-efficient growth optimization, education savings, and fiduciary trust services to provide a robust wealth management experience. Matthew holds a Bachelor's Degree from the University of Illinois and holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Outside of work, he has personal interests that include basketball, golfing, music, reading, and spending time with his family.

John Winkates is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2020. Winkates is involved in independent advisory activities through Morton Private Wealth Strategies and Winkates Wealth Management, where he serves as a financial advisor and company president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, municipal and public finance services, and specialized retirement plan consulting.

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.

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.

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, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Silvia Corral is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

Michael Ramirez 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 worked at various J.P. Morgan entities 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 a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Mark Musaraca is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning over 13 years. Outside of his advisory work, he is involved in several investment-related ventures, including ownership in agricultural and financial entities. 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 tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Steven Bergmann is a financial advisor with LPL Financial in St. Charles, Illinois, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with LPL Financial since 2003. Bergmann is also a notary and sells non-variable insurance products, including auto, homeowners, and liability insurance, to his clients. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.