Thomas Borsellino is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at Cetera since 2019 and previously spent 15 years at MSI Financial Services. Outside of his advisory role, he owns Aspire Financial, which serves as a tax harboring entity for securities and tax purposes, and provides notarial services through a separate business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring discretionary and non-discretionary program options.

Anthony Frangella is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services and Rutkowski and Associates. Frangella has roles outside of advisory services, including managing a commercial real estate LLC and a passive investment in a local restaurant. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform, offering a range of brokerage and advisory services. The firm employs a model-based investment process with customizable strategies and access to alternative investments, supported by a large and complex affiliate network.

Fatma Awadalla is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America Merrill Lynch and TCF, and has various part-time roles as a substitute teacher in multiple Illinois school districts. Additionally, she serves as a personal assistant for a disabled family member through the Illinois Department of Human Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting while allowing clients to retain final decision-making authority.

Patrick Jarzembowski Jr. is a financial advisor with LPL Financial in Frankfort, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked at J.P. Morgan Securities for seven years and Chase Investment Services Corporation for two years. He maintains a private business entity for tax and investment purposes unrelated to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services delivered through a large network of investment adviser representatives, offering customizable investment strategies and access to both in-house and third-party resources.

Jose Grajeda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior work includes over two decades at William Blair & Company L.L.C. before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a focus on eligible strategies and may include an ESG eligibility framework.

Jacquelyn Andrews is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2019 and has concurrently worked at Wrights Furniture Warehouse since 2004. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Peter Rhee is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 24 years of industry experience. He has worked at Cetera and its affiliated firms since 2015. Outside of advising, he operates a retail sales business and offers consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Guergana Karaalanova is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. She has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, providing written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria, with implementation and portfolio services provided by affiliated entities.

Mayra Escalante is a Series 66-credentialed advisor at J.P. Morgan Securities with 21 years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, and previously worked at Principal Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Samuel Williams is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Deerpath Capital and Wintrust Financial. Williams is a limited partner in several private debt funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Tracie Dubois is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2014. She has been with Fidelity for over 20 years, progressing through various roles including Assistant Branch Manager, Senior Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative II. Throughout her career at Fidelity, Tracie has gained extensive experience in financial planning and investment management. She is dedicated to serving clients and supporting the professional growth of her associates, which she identifies as key motivations in her leadership role. Tracie's long tenure at Fidelity reflects her commitment to the firm and its clients. Specific details regarding her education and personal interests were not provided.

Jacob Olinger is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at several firms including Avantax and Polar Road, and is involved with Strategize Tax Service, LLC and Strategize Wealth Management Group Inc., where he assists with administrative and client support tasks related to tax and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Michael Moran is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Orland Park, 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 through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Bryan Farrell is a financial advisor at Edward Jones in Chicago, IL, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andrea Pagliaro is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Morgan Stanley since 2009. 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 using structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Soltis is a financial advisor with Wells Fargo Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and with 35 years of industry experience. His prior work includes six years at Wells Fargo Clearing and five years at Prudential Equity Group, LLC. Outside of his advisory role, he plays bass guitar as a hobby. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations delivered through meetings and written summaries, with clients choosing whether and how to implement these through brokerage or advisory programs.

Jeffrey Neumann is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Alonzo Hinton is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with Merrill clients to understand their current financial situations and introduces solutions offered through Merrill and Bank of America. He aims to provide clients with the knowledge and tools to manage their financial lives effectively and select platforms that align with their needs. Mr. Hinton holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Chicago State University and a Master of Business Administration (MBA) from National Louis University. His approach centers on helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals.

Jennifer Tibbs is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has worked with multiple firms including Avantax Advisory Services and currently operates Strategize Tax LLC, where she prepares tax returns for the public. In addition, she is involved in educational consulting focused on teaching methods and math curriculum development. 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 a variety of portfolio management and advisory services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party money managers.

James Walsh is a financial advisor at Edward Jones with 26 years of industry experience. He holds the CFP® designation and licenses Series 63 and Series 66. Walsh has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.