Cody Donati currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Cody's professional experience spans over a decade in the financial services industry. Prior to his current role, he was Team Leader and Investment Manager Consultant at Fidelity Investments from 2021 to 2026, and before that he worked as a Financial Consultant at the same company from 2016 to 2021. His career also includes roles as a Financial Adviser at PNC Investments from 2013 to 2016, Financial Adviser at Edward Jones from 2011 to 2013, and a Branch Intern at Scottrade from 2010 to 2011. Outside of his professional work, Cody's personal interests include cooking, baking, fishing, and traveling.

Jude Wilbers is a financial advisor with Thrivent Investment Management in Geneva, Illinois, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Investment Management since 2014 and also works with THRIVENT Financial since 2015. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and offers planning services that can be combined with managed accounts but maintains separate advisory structures for these services.

Kevin Senechalle is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked for nine years at Infinex Investments Inc. at Allied First Bank. He holds Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Clay Terry is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. He is also involved as an associate with Terry Investment Group, Inc., where he provides non-investment-related support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary investment consulting and supports a wide network of advisors and affiliated firms.

Anthony Crespo is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles across several school districts from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Draper is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Draper serves as vice president of Western Catholic Union Branch 100, assisting with fundraising and organizational activities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Joseph Mchugh Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at FSC Securities and Accenture, LLP. He is also involved in tax preparation and accounting through McHugh & Riley Limited. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Scott Lange is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed by Ohio National Equities Inc and Ohio National Financial Services from 2011 to 2018. 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 offers a range of investment solutions, including wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

David Servatius Jr. is a financial advisor with Ameriprise in Sugar Grove, IL, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Crosstown Financial Advisors LLC and Health Care Service Corporation, and he also has experience in insurance brokering and tax preparation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Salvador Sandoval Jr. is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously served four years in the United States Marine Corps. His work history includes roles at several fitness and retail companies prior to joining Merrill. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Turyna Jr. is a financial advisor with Cetera holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also serves as a financial consultant at Old Second National Bank. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, employing multiple program structures and investment platforms.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advising, he is involved in tax preparation and accounting as a CPA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Sandeep Mangal is a financial advisor with J.P. Morgan Securities in St. Charles, IL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Stat Trade Inc. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jock Cameron is a CFP® professional with 30 years of industry experience. He has worked at Osaic since 2024 and previously spent 14 years at Woodbury Financial Service, Inc. Cameron is the owner and director of JMC Financial Solutions, LLC, and serves as chairman of the finance committee for the Geneva Community Chest, a nonprofit that supports local charitable organizations. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and multiple advisory platforms to manage portfolios incorporating various investment products on discretionary or non-discretionary bases.

Luke Hryszczuk is a financial advisor at OSAIC with two years of industry experience and holds the Series 66 designation. He has previously worked at Service One Financial Group and Bates Financial Group, and he studied at Grand Canyon University. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed accounts. The firm employs various tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Aira Lodygowski is a financial advisor with LPL Financial based in Saint Charles, IL. She holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining LPL Financial in 2021, she worked at BMO Harris from 2011 through 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Michael Ulaszek is a financial advisor with Edward Jones in Geneva, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2015. 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 offers a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joseph Miceli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he is involved in health and life insurance renewals as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options, including automated allocations and direct indexing.

Martin Friel II is a financial advisor with Ameriprise in Geneva, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves as president of the Tri-Cities Soccer Association and has been a youth soccer referee for multiple local leagues. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

George Torres Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, he spent ten years at FirstCash Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.