Alec Gerlach is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has developed his career within the same company, holding various roles including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. In his current role, Alec partners with clients to build financial plans aimed at helping them achieve their life goals. He focuses on ensuring that clients not only understand and feel confident in their financial plans, but also feel secure about their future.

Daniel Novosel is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. He previously worked at Merrill Lynch and UBS Financial Services before joining Edward Jones in 2026. 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 manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Heather Ziron is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at RBC Capital Markets since 2016, previously spending seven years with Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Daniel Perez is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, Perez serves as a Park Board Member for the Town of Griffith and is Vice President of the Highland Griffith Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers diverse investment strategies and affiliated capabilities.

Garrett Nosal is a financial advisor with Ameriprise in Munster, IN, holding a Series 66 designation and four years of industry experience. Prior to his advisory role, he worked for seven years at Kindred Healthcare. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Katie Millar is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. She previously worked at Wells Fargo Advisors for nine years. Millar serves on several nonprofit boards, including the Gridiron Greats Assistance Fund, the Children's Advocacy Center Foundation, and GRIT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets through a range of advisory, brokerage, and insurance solutions.

Jocelyn Herrera is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she worked at Kristian Navarro Insurance and Financial Services Inc and completed an externship at Amplified Planning. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Clare Nawrocki is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside of advisory work, she serves as treasurer for a political campaign in Illinois. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of implementation options including proprietary and third‑party strategies.

Fitzgerald Atwater is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, with prior experience at PFS Investments Inc and Primerica Financial Services. 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 when recommending investment strategies.

Katarzyna Kot is a financial advisor with LPL Financial in Bridgeview, IL, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Polish & Slavic Federal Credit Union, State Farm Investment Management Corp, and Erik Nelson's Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives. The firm provides discretionary and non-discretionary portfolio management, model portfolios, and access to research from multiple sources.

Kyle Cavanaugh is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at Edward Jones. 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 and financial planning services supported by firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Alexander Wyatt is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon, Charles Schwab, and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Margaret Mahoney is a financial advisor with Ameriprise in Orland Park, IL, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2019. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Beierle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with firms including Nestlehut Financial Services and SSN Advisory. Outside of advising, he manages Beierle Holdings LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by affiliated and third-party managers.

Mark Nawrocki is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge, he worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. Outside of his advisory role, Nawrocki owns and operates a fixed insurance sales and service business and is a certified public accountant. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing multiple custody platforms and model-based investment solutions.

Brandon Pogue is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2017. Outside of his advisory roles, he is involved with Gourmet Coffee Tea & Beyond I, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing.

Jason Gena is a Series 66-credentialed financial advisor with Thrivent Investment Management in Munster, IN, where he has worked for 10 years. He serves as the chairperson of the board of education at St. Paul's Evangelical Lutheran Church, a Lutheran school focused on student development through faith and knowledge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority.

Kevin Kaminski is a financial advisor at Edward Jones in Flossmoor, Illinois, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. 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 large nationwide network of advisors and branch offices.

Cristy Ryan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has also worked with JPMORGAN Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.