James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.

Theodore Glotzbach is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. He has operated a sole proprietorship focused on insurance sales since 2001. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, advisory services, and access to multiple third-party investment platforms.

Donald Curby is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Curby serves on the board of the nonprofit Heart of a Veteran, participating in board meetings and fundraising activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Eli Mercado is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Mass Mutual Investors Services, West Point Financial Group, Bankers Life, and JPMorgan Chase Bank. Outside of his financial career, Mercado is involved in youth sports as an owner and partner of Illinois Bucs Travel Baseball and coaches teens through RYP Baseball. 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.

Daniel Barnes is a financial advisor with Edward Jones in Bolingbrook, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Harris Battery Company, CertaPro Painters, and Oak Leaf Community Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors.

Zackery Kuster is a CFP® professional with eight years of industry experience, currently advising clients at Edward Jones in New Lenox, IL. He has been with Edward Jones since 2016 and previously worked with the University of Illinois Horticulture Department from 2015 to 2017. 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 large nationwide network of financial advisors and branch offices.

Scot Turvey is a CFP® professional with 20 years of industry experience. He is currently with LPL Financial and was previously with J.P. Morgan Securities for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management options.

Patrick Mcnamara is a CFP® professional with 19 years of experience, currently serving as a financial advisor at LPL Financial since 2009. He also operates a tax preparation and accounting service, McNamara & Toscano Tax Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Shriver is a financial advisor at Ameriprise with 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Shriver holds the Series 66 designation and is based in Orland Park, IL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, using a combination of internal research and third-party data.

William Flowers is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 17 years of industry experience. He worked at Edward Jones for 14 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by internal and third-party research.

Philip Ruggio is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 25 years. Ruggio is also an independent insurance agent specializing in fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Nicholas Slawinski is a financial advisor at Edward Jones in Bolingbrook, IL, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has previous experience with the University of Illinois at Chicago. Edward Jones is a full-service wealth management firm serving 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Osullivan is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 credentials and 26 years of industry experience. He has worked at LPL Enterprise since 2024 and previously held positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Thomas Katula is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2018. His prior experience includes roles at Marquette Bank and INVEST Financial Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers diversified portfolio management and planning services through a large network of independent advisors using multiple program structures and managerial options.

Ann Hunziker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She also leads Hunziker & Associates, Inc., where she manages client account processing, research, and client communications. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized services like municipal advisory and SIMPLE IRA Employer Advisory programs.

Matt Wilke is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase and J.P. Morgan Securities. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Robbins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Robbins previously worked at Edward D. Jones & Co., L.P. for 29 years. He is also the owner of Apex Capital Management, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, nonprofit, and institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Michael Rubin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities, LLC. Rubin also engages in the sale of fixed life insurance products through a related insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients by providing financial planning, advisory services, and access to a range of brokerage and insurance products. The firm’s integrated platform supports both advisory and brokerage channels, leveraging model portfolios and third-party managers to deliver investment advice.

Amanda Daluga is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked at multiple Cetera entities since 2017 and has prior experience with OneAmerica Securities and American United Life. Outside of her advisory role, she owns and operates Good Financial, Inc., Good Insurance, Inc., and Good Tax Solutions, Inc., providing financial, insurance, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers varied portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with multiple program structures and custodial relationships.

Kathleen Cimonetti is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL in 2024, she worked at Fidelity Investments and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and both discretionary and non-discretionary management services.