Louis Miller is a financial advisor at OSAIC with 49 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 23 years. Miller is also president of Financial Vistas, a sole proprietorship engaged in selling traditional fixed life insurance, fixed annuities, group health insurance, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across multiple programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Michael Wollbrink is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and business owners across the country to help them pursue their investment and financial goals through personalized wealth management strategies. As a Personal Investment Advisor (PIA), Michael focuses on aligning financial plans with clients' life priorities. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael emphasizes understanding what matters most to his clients to create flexible strategies tailored to their goals and aspirations. Michael holds a Bachelor's Degree from Western Illinois University. Outside of his professional practice, he enjoys football, golfing, swimming, and spending time with his family.

Curtis Magurean is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including BMO Harris Bank, Northwestern Mutual, and SII Investments. 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 portfolio programs, and institutional platforms, with a focus on integrating both advisory and financial activities at scale.

Henry Redd is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management and Morgan Stanley Private Bank, and he is also employed by Intuit Inc while teaching at Aurora University. In addition to his advisory work, he operates HR Associates, a business providing tax preparation and accounting services. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Ricardo Martinez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations. In addition to his advisory role, he serves as a Communications Specialist and Operations Planner in the United States Marine Corps. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, providing non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

David Charnot is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Merrill, Avantax, and Bank of America. Outside of his advisory role, he prepares tax returns through his business, Strategize Tax LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts, offering varied portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Matt Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Primerica Advisors since 2013 and previously served with the Chicago Police Department for 18 years. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers 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 rather than fixed fees.

Ilhan Yargi is a financial advisor with Charles Schwab in Orland Park, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup, LPL Financial, and BMO Harris Financial Advisors. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Grant Noble is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and previously worked at Guaranteed Rate for six years. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment needs.

Michael Mc Intyre is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Cetera Advisors LLC and Megent Financial. Outside of his advisory duties, he is involved with Delaware North Sportservice as a portable vendor. Cetera Investment Advisers LLC 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 both discretionary and non-discretionary program options.

Kenneth Demarco is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with Avantax Insurance Agency, Avantax Investment Services, Invesco Advisers, and Van Kampen Advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Peter Pashos Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Wells Fargo Clearing. 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 model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.

Teresa Rivera is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her background includes roles at Bartolini's Restaurant & Catering, Tupperware, and various insurance carriers, alongside six years with Waddell & Reed Inc. She manages a business entity focused on tax and investment matters outside her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, integrating advanced tools for operational support.

Nicholas Taviani is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at New York Life and Hassett Commercial Moving & Storage, as well as teaching positions at Herrick Middle School and Downers Grove North High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized service delivered alongside its financial advisors.

Bryan Zic is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of advising, he is involved in web design and engages in real estate wholesaling. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships.

Thomas Northey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Before joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for a decade. Outside of financial advising, he is an account manager at Crown Lift Trucks, a forklift sales and service company, and is the owner of TMNA Wilwin Corp, which operates as an insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with a focus on both discretionary and non-discretionary investment solutions.

Kurt Berg is a financial advisor with Edward Jones in Frankfort, IL, holding Series 63 and Series 66 designations and having 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in property investment through KWDB, LLC, where he manages lot purchases and facilitates home building and sales in collaboration with a family member. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Hohbach is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked at LaSalle St Investment Advisors LLC and Edward Jones. Outside of his advisory role, he is involved in golf course duties at Copper Canyon Golf Course. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written recommendations based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team that collaborates with clients' financial advisors.

Andrew Jones is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise in Orland Park, IL. His prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, and The Retirement Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and annual reviews, focusing on dependable income sources and tax-aware withdrawal strategies.

Janice Brack is a financial advisor with Ameriprise in Palos Heights, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.