Patrick Cisko is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at TD Ameritrade and TCF Bank and serves as a firefighter for the City of Chicago. 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 range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Geoffrey Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and providing advisory services for 22 years. His prior experience includes roles at Rincker Investments LLC and Waddell & Reed, Inc. He has also operated as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of financial planning and investment management services delivered through a large network of investment adviser representatives.

Renee Raymond is a financial advisor with Ameriprise in Mokena, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Wunderlich Securities, Inc. from 2014 to 2018 before joining Ameriprise Financial Services Inc. in 2018. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored, non-discretionary advice primarily for assets managed within Ameriprise.

Michael Charnot is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various firms including Avantax Advisory Services and Honkamp, P.C., and maintains a role as Office Assistant at Strategize Wealth Management Group, where he supports client meeting preparation and proposal creation. He also prepares tax returns through Strategize Tax LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers, and supports diverse program structures with ongoing supervision and client reviews.

Michelle Denoyer is a financial advisor with Edward Jones in Channahon, IL, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mark Szulc is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also owns Find More, Inc., an online sales business specializing in merchandise such as toys and collectibles. 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.

Maureen Walsh is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2014. In this role, she partners with clients and their Wealth Management Advisors to develop and implement personalized wealth plans designed for growth, preservation, and transfer of wealth. She has extensive experience in the financial services industry, having worked in various roles since 1988. Her previous positions include Relationship Manager at Fidelity Investments from 2007 to 2014, Senior Financial Associate at AG Edwards from 2005 to 2007, Client Relationship Associate at William Blair & Company from 1993 to 2005, Client Relationship Associate at Gruntal & Company from 1991 to 1993, and Institutional Municipal Bond Trading Assistant at Mesirow Financial from 1988 to 1990.

Alexandra Moran is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, bringing 20 years of industry experience. She has worked at Ameriprise since 2008, with prior experience at FIFTH THIRD SECURITIES, Inc. and Merrill. Outside of advising, she is involved in equestrian activities, including coaching the Purdue Calumet Hunt Seat Team, teaching horseback riding lessons, and consulting on equine facilities through her business, Boulder Ridge Equine. She also teaches as a clinical professor at Purdue University Northwest and has written a forthcoming nonfiction book. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients approaching or in retirement with written retirement-income plans and ongoing advice based on proprietary research and tax-aware strategies.

Michael Rhodes is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Rhodes holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology from its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning typically on an episodic basis.

Brian Rincker is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, with 19 years of industry experience. His prior experience includes roles at Waddell & Reed Inc and running Rincker Investments LLC. He also served as a notary public from 2019 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Thomas Klover is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Cetera and its affiliated entities since 2020 and is also a part owner and CPA at Klover & Co. CPAs PC, where he has provided accounting and tax preparation services since 1994. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management.

Alfredo Lopez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill and Bank of America since 2025 and previously spent ten years at Autozone. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Minetti is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2020 to 2022, and as a Licensed Personal Banker and Mortgage Loan Originator at Republic Bank of Chicago from 2017 to 2020. In his role as a Financial Consultant, Tyler focuses on simplifying financial plans and helping clients pursue their financial goals. He emphasizes building relationships based on trust and transparency and collaborates with clients to develop holistic financial plans.

Emma Bledsoe is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019 and was previously employed by Edward Jones from 2017 to 2019. Outside of her advisor role, she serves as an investment executive at Megent Financial, assisting advisors with client needs. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Steven Galminas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Cambridge since 2009 and also serves as president of SG Financial, where he is involved in fixed insurance and annuity sales. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Robert Hartwell is a financial advisor with OSAIC in Plainfield, IL, holding the ChFC® designation and Series 63 license. He has 51 years of industry experience, including prior roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Hartwell is also the owner of Hartwell Financial & Insurance Services, a sole proprietorship engaged in life products sales and insurance brokerage. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and multiple third-party solutions to construct diversified portfolios.

Nicholas Corcoran is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and currently serves as a registered assistant at Megent Financial, assisting advisors with client accounts. Corcoran has been affiliated with Cetera and its related entities since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Warren Lindsay is a financial advisor with Edward Jones in Plainfield, IL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Spoken Simply LLC and Infor (US) Inc. 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 over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joseph Purpura Jr. is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Financial Services since 1991 and with PFS Investments Inc. since 1983. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Pamela Hollinger is a financial advisor at Cetera with 41 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her career includes roles at Marquette Bank since 2010, Invest Financial Corp. from 2010 to 2018, and Citizens Securities, Inc. from 2006 to 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.