Jeffrey Nabicht is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Primerica Advisors since 2013 and previously spent 11 years with Heine Mccarthy. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Rosario Petrizzo is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He worked at RBC Capital Markets from 2008 to 2017 before joining Stifel Nicolaus & Co Inc, where he has been since 2017. Petrizzo serves as Vice President of the Disabled Patriot Fund, a nonprofit organization assisting local U.S. veterans and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gina Messina is a financial advisor with J.P. Morgan Securities in Homer Glen, Illinois, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her career includes positions at Merrill Lynch for over two decades, First Republic Investment Management, and JP Morgan Chase Bank. Outside of her advisory role, she assists with paperwork and client communications at Vista Realty Group, a real estate company, on weekends. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers its services through a select group of Wealth Advisors on a non-discretionary basis, combining ESG frameworks with a broad range of approved funds and strategies.

Bradley Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at NEXT Financial Group, Nuvista Financial Services, Edward Jones, and Van Kampen Advisors. Outside of his advisory work, he serves on the board of the nonprofit The Learning Vine and also teaches for the organization, in addition to participating as a precinct committeeman and poll watcher. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Michael Minnis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 38 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities LLC. Minnis also serves as a trustee and power of attorney for several family trusts. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Thomas Ogrady is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Principal Life Insurance, and Princor Financial Services. Outside of his advisory work, he is a co-owner of a business entity involved in tax and investment activities. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.

Jessica Wanek is a financial advisor with OSAIC and holds the Series 66 designation. She has 25 years of industry experience, having previously worked at FSC Securities Corporation and Waterstone Financial Group. Outside of her advisory role, she is president of W Financial Services, an insurance agency offering property and casualty coverage. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services with access to multiple third-party money managers and utilizes a range of asset-allocation tools and portfolio management approaches.

Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial during two separate periods totaling 11 years and has prior experience with FSC Securities Corp and MSI Financial Services, Inc. Outside of his advisory role, Wall has been involved in independent fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory representatives with various investment strategies and operational tools.

Richard Panush is a Series 66-licensed advisor with Cetera, where he has worked since 2005, accumulating 28 years of industry experience. His career includes roles at Cetera Financial Specialists LLC since 1997 and leadership as president of Essington Sports Group Limited since 1996. In addition to his advisory work, he is actively involved in accounting and tax preparation and serves as a trustee for a family trust. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes automated allocations, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Donald Sharko is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at LaSalle St. Investment Advisors, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, supporting a broad range of investment strategies through a large network of advisors.

Rana Musa is a Planning Consultant with experience in retirement planning, income planning, and investment planning. She has taken an active role in educating clients about these matters to support their financial goals. Rana's professional background includes roles as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Service Representative at Fidelity Investments from 2023 to 2024. Prior to that, she worked as a Relationship Manager at Bank of America from 2017 to 2021.

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.

Faris Khan is a Financial Consultant at Fidelity Investments, where he has been providing guidance to clients since 2018. He specializes in retirement planning, investment strategy, consolidating assets, income protection, and wealth transfer. With 19 years of experience at Fidelity, he has held several roles including Investment Consultant, Private Client Specialist, Financial Representative, and currently serves as a Financial Consultant. Prior to joining Fidelity, Faris worked as an Investment Specialist at Deutsche Scudder Investments from 2002 to 2005. He has a total of 24 years of experience in the Financial Services industry. Faris holds a Bachelor's degree in Economics from the University of Minnesota. Outside of his professional career, Faris enjoys cars, family activities, reading, skiing, and traveling.

Eric Garcia is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has three years of experience in the industry. Prior to his current role at Schwab, Garcia worked in the food service sector, including positions at Bento Cafe, Bonchon, Keke's Breakfast Cafe, and Sus-Hi Eatstation. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Donald Curby is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Prudential Insurance Company of America since 2007 and joined LPL Enterprise in 2024. Curby serves on the board of Heart of a Veteran, a nonprofit organization, where he participates in board meetings and fundraising activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies developed internally and by third parties, and it offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Zackery Kuster is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Illinois Horticulture Department. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 21 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gene Becker is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and related entities since 2009. Becker has ownership stakes in several investment-related businesses, including MANBECK PARTNERS, INNOVATIVE RETIREMENT ASSOCIATES LLC, and GB PARTNERS LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.