Linda Jody is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2010. Prior to LPL, she worked for MSI Financial Services, Inc. for 10 years. Outside of her advisory role, she is involved in acting and film production under the stage name "Jodi London." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Thomas Hentschel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and community organizations such as the Northern Illinois Food Bank and the Kankakee Symphony Orchestra, where he also performs as a musician. He has been with LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using diverse strategies and technological tools.

Lee Kaz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at VOYA Financial Advisors and founded Lionheart Financial LTD, where he spent 15 years. Kaz serves as a board member of the Mokena Police Pension Board and is involved with the Builders Tee Club as a board member. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians and provides access to proprietary model strategies and unaffiliated third-party advisers.

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.

Donald Pendleton is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004, including a brief period at Banc One Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

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.

Leo Lasky is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Bank of America, Maple Hospitality Group, Portage Point Partners, and Hifi Travel, along with experience in educational institutions such as Southern Methodist University and Saint Ignatius College Prep. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Giuseppe Pannarale is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2008, with a brief period at Fifth Third Securities in 2014. Outside of his advisory role, Pannarale is an author focusing on retirement topics and is involved in a car rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Timothy Gauen is a financial advisor with LPL Financial in Countryside, IL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. His previous roles include positions at Wayne Hummer Investments L.L.C. and Charles Schwab. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Sydney Rainey Gay is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked in healthcare with Siloam Home & Wound Care Physicians Inc. from 2018 to 2021 and has held roles in retail and university settings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Patricia Austgen is a financial advisor at Ameriprise with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advisory services within a large institutional framework.

Dawn Carrico is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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, operating under a fiduciary standard.

Wendell Woods is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. His prior roles include founding W3 Consulting, LLC and W3 Global LLC, and teaching at City Colleges of Chicago. Outside of his advisory work, he is involved in educational ventures focused on tutoring and mentoring students in subjects such as math, economics, and finance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a range of investment solutions.