Agnes Roach is a CFP® professional with 42 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2018, following prior roles at Cetera Advisor Networks and her own firm, AA Roach Financial Planning. 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.

Krista Simons Gliva is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has also been affiliated with Primerica Financial Services and Ross Barney Architects since 2011. Beyond her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Laura Repel is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2009, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1989. 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 selection, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG frameworks and offering capabilities in derivatives and commodities.

Clara Bogen is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera since 1998. She has operated her own tax preparation service, CSB Income Tax Service, since 1981, maintaining an active role in tax preparation alongside her advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services through a large nationwide network of independent advisors.

David Kalfen is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 41 years of industry experience. He has been affiliated with Cetera and its related entities since 1991 and currently serves as co-managing member of KalfiNi LLC, an e-commerce business focused on shoe sales. Kalfen also holds roles as a board trustee for the Center for Enriched Living and secretary/CFO of Girls Who Lift Inc., a clothing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Andrea Lechner is a financial advisor at RBC Capital Markets in Lake Forest, IL, holding Series 66 and Series 63 licenses with three years of industry experience. She previously worked at Capital Strategies Group, Inc. and Goldstein Financial Group, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients' risk profiles, using a combination of in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management and financial planning services.

Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

Maggie Watson is an advisor at LPL Financial with Series 66 credentials and no prior industry experience. She previously worked at Heritage Wealth Partners and has roles outside finance as a registered dietitian and business owner of Maggie Watson Nutrition LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, supported by advanced operational tools and a broad suite of non-advisory financial services.

James Larson is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones and Harris Investor Services, Inc. He is also involved in a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and utilizes a broad platform that includes model portfolios, third-party subadvisors, and customized strategies along with technology tools for operational support.

Dustin White is a CFP® credentialed financial advisor with 16 years of industry experience, currently based in Lake Forest, IL. He has been with J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jan Genovez is a financial advisor with Primerica Advisors in Gurnee, IL, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been with Primerica Advisors since 2021 and also has a background with the Veterans Affairs since 2014. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Robert Schachner is a financial advisor with Edward Jones in Libertyville, IL, holding Series 63 and Series 66 designations and over 43 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1982. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and provides services including discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.

Mark Harms is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is an author. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management options, supported by research and technology tools.

Eulalia Turkowski is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked for Wayne Hummer Investments LLC for a decade before joining LPL Financial in 2025. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ulysses Smith Jr. is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Primerica Financial Services, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of financial advising, he owns several small businesses including a sales company, business consulting firm, and multiple service-oriented ventures. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm uses model-driven investment strategies overseen by third-party managers and provides advisory services through a large network of financial advisors.

Jennifer Pestikas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked for CUNA Brokerage Services, Inc. for 21 years and has been involved with Abbott Laboratories Employees Credit Union since 2012. Outside of her advisory role, she is an author and podcast host for "Brave Women at Work" and owns Jennifer Pestikas Coaching LLC. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Peter Brush is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.