Jeannie Starks is a financial advisor with Edward Jones in Matteson, IL, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 1997. 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, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Nicole Portolos is a financial advisor with Ameriprise in Burr Ridge, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with an emphasis on assets held in Ameriprise Managed Accounts and algorithmic automation in generating recommendations.

Amy Farber is a Financial Consultant currently working at Fidelity Investments since 2019. In her role, she focuses on building professional relationships with clients to provide exceptional experiences during every interaction. Prior to joining Fidelity Investments, Amy held the position of Assistant Vice President and Premium Elite Relationship Manager at Bank of America Merrill from 2016 to 2019. She began her career at Charles Schwab, serving as an Associate Financial Consultant from 2015 to 2016 and as a Derivatives Trade Specialist from 2012 to 2015. Outside of her professional work, Amy engages in various personal interests including fitness, hiking, playing musical instruments, skiing, theater, and traveling.

Anthony Dimiele is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors, Inc. and World Financial Group. Outside of his advisory role, he is involved with the Heartland Institute of Financial Education as a certified financial educator and participates in community organizations such as the Order Sons of Italy in America and the Burbank Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset managers, utilizing a range of investment strategies supported by research and technology tools.

Lucas Murphy is a Series 66-registered financial advisor with Charles Schwab, based in Orland Park, Illinois. He has one year of industry experience and has worked across multiple divisions of Charles Schwab since 2023, with prior experience at Chipotle and Ariel Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment options.

Tina Wilson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's advisory risk profile.

Lynda Cabrales is a financial advisor with Primerica Advisors in Chicago, IL. She holds Series 63 and Series 65 licenses and has one year of experience at Primerica Advisors. Prior to this, she worked at Standard Process and Patina Solution, among other positions. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Donald Clark Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wayne Hummer Investments LLC and Natcity Investments, Inc. He serves on the boards of the Bank Insurance and Securities Association and the YMCA Family Camp Nawakwa. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Carl Zegan is a financial advisor with Cetera in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Strategize Wealth Management Group, Inc. and Avantax Investment Services, Inc. Outside of advisory work, he serves as a volunteer board member for his local homeowners association and provides tax preparation services through Strategize Tax Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services, with access to both affiliated and unaffiliated third-party managers across various program structures.

Ronald Ramos is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services and Avantax Insurance Agency, along with significant experience managing accounting and payroll functions at American Security Services Inc, a business he has been involved with since 1998. Ramos also owns Personalized Tax, which provides personal and corporate tax preparation and small business accounting services. Cetera Investment Advisers LLC is an SEC-registered firm servicing individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, supporting advisors with model portfolios and access to third-party managers across multiple program structures and custodial relationships.

John Demarco is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. since beginning his career in 2001. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, dependable income sources, and tax-aware withdrawal strategies.

Joanne Rincker is a financial advisor with LPL Financial who holds Series 63 and Series 65 registrations and has 33 years of industry experience. She previously worked at Waddell & Reed, Inc. and various insurance carriers for 28 years before joining LPL Financial in 2021. Her prior business activities include work related to non-variable insurance. 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, supported by extensive operational tools and a large network of over 22,800 advisors.

Brian Kiefer is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, LPL Financial, Edward Jones, and Merrill. Kiefer is president of Kiefer Financial Group, where he writes life insurance and disability income policies for businesses and individuals. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, using various tools and multiple custodial and legacy program arrangements.

David Moore is a CFP® professional at RBC Capital Markets with three years of industry experience. His prior roles include positions at Mesirow and William Blair. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a broad capital-markets platform.

Anastacio Gamino Jr. is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with LPL Financial and has previously worked at Wayne Hummer Investments L.L.C., U.S. Bancorp Investments, Inc., and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services including model portfolios, third-party asset management, and institutional platforms.

Eric O'Neill is a financial advisor with LPL Financial in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks from 2013 to 2018 and has been self-employed since 1996. Outside of advisory work, he is involved in tax preparation and accounting services through his Financial ServiCenter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platform solutions.

Kristen Rose is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

Doug Horne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations, and has 10 years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Horne serves as Director of Music at Family of Faith Church, is a trustee for the Village of Monee, and is a board member of Provision Theatre, a professional faith-based theatre company. He also leads the Rhythm Makers Orchestra as a bandleader. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering broad-based planning recommendations without implementation services. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services under its “WealthPlan” offering.

Aakilah Cameron is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Bank of America and Fresh Thyme Farmer Market. 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 and profit-sharing plans, corporations, and charitable organizations.

Jacky Smith is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member on the Economic Development Advisory Board in Orland Park, IL. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which focus on capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.