Katherine O'Neill is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 1994, including service at both Raymond James & Associates, Inc. and Raymond James Financial Services Inc. She is also the CEO and president of O'Neill Family Wealth Management, Inc., a separate business entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and partnerships.

Sarah Stapleton is a financial advisor at Edward Jones in Homer Glen, IL, holding a Series 66 designation with two years of industry experience. She previously worked at Stepping Stones and has additional experience with Missouri Property Services and RayJus Inc. Outside of her advisory role, she manages sound for Sunday services at Crossroads Christian Church in Joliet, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Linda Huculak is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at LaSalle St Securities and Edward Jones. Outside of her advisory role, she is involved as a travel sales agent with World Travel Mart. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Darryl Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Waddell & Reed, INC. for 37 years and was involved with D.D.E. Partners, LLC. He also conducts business in non-variable insurance within his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Jeffrey Kubiak is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and also operates Kubiak Wealth Management and Kubiak & Kubiak CPA, focusing on wealth management and tax planning services, respectively. Prior to his advisory role, he has experience connected to professional hockey organizations and a background that includes time at Cornell University. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Linda Jody is a CFP®-designated financial advisor with LPL Financial in Tinley Park, IL, bringing 27 years of industry experience. She has been with LPL Financial since 2010. Outside of finance, she is involved in acting and film production under the stage name "Jodi London." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Hentschel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Waddell & Reed, Inc. for 17 years and has been involved with various nonprofit organizations, including the Northern Illinois Food Bank and the Kankakee Symphony Orchestra, where he performs as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Lee Kaz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Lionheart Financial LTD. He serves as a board member of the Mokena Police Pension Board and is involved with the Builders Tee Club, a local organization related to sports and fitness. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

Thomas Borsellino is a financial advisor at Cetera with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career includes positions at Cetera Advisors LLC, Megent Financial, Opus Wealth Partners, LPL Financial, and MetLifeSecurotoes Inc. He is also the owner of Aspire Financial, a business focused on tax harboring for securities and tax purposes, and serves as a notary providing notarization services. Cetera Investment Advisers LLC is an SEC-registered adviser distributing services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through various program structures and affiliated third-party managers.

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 for 11 years. Outside of advisory services, he is a managing member of a commercial real estate LLC and a passive investor in a local restaurant. OSAIC serves a diverse group of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party managers to create portfolios that include various asset classes and investment strategies.

Donald Pendleton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has roles at JPMORGAN Chase Bank, N.A. and Banc One Securities dating back to 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Fatma Awadalla is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and five years of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Bank of America Merrill Lynch for seven years. Outside of her advisory role, she is involved in education as a part-time substitute teacher for several local school districts and also serves as a personal assistant for the Illinois Department of Human Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Moe El Turkey is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Citigroup, U.S. Bancorp Investments, and JPMorgan Chase Bank. Outside of his advisory role, he has provided voluntary counsel on the management of an event staffing business. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Jeffrey Osterman is a financial advisor with LPL Financial in Darien, IL, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with LPL Financial since 2011 and also has a background with First American Bank dating back to 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing various investment management strategies supported by both in-house and third-party research.

Patrick Jarzembowski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He worked at J.P. Morgan Securities for seven years before joining LPL Financial in 2019. Outside of advising, he manages Patrick Jarzembowski, INC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management supported by various model portfolios and research resources.

Jose Grajeda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes over two decades at William Blair & Company L.L.C. before joining J.P. Morgan Securities in 2017. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

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 at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Gauen is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wayne Hummer Investments L.L.C. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven investment approaches.