Mark Stevenson is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and LPL Financial. Outside of his advisory role, he streams video games on Twitch as a non-commercial activity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of advisers and platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Alfonso Avila Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cetera since 2004 and has held roles at Centier Bank and the U.S. Naval Reserve since the early 2000s. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

David Rimkus is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. Rimkus also has a business entity for tax and investment purposes and is involved in non-variable insurance activities. 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 comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sheila Mc Farland is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameriprise since 2018 and previously held roles with various insurance carriers and firms including Waddell & Reed. Outside of her advisory role, she is involved with Ninth Ave LLC as a client service manager. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide non-discretionary, tax-efficient withdrawal recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Timothy Holubik is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Megent Financial, Lincoln Financial Advisors, and World Financial Group. Outside of financial services, he serves as a firefighter and EMT with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options and reported over $256 billion in assets under management.

John Cundiff Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Colleen Barry is a financial advisor at Cetera with Series 63 and Series 65 licenses and approximately one year of industry experience. Prior to joining Cetera, she has held various roles outside the financial industry, including positions in education and retail. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Lodovico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at Edward Jones from 2015 to 2020. He is also involved with Valor Capital Partners LLC, an investment-related business. 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 and financial planning services, with both discretionary and non-discretionary management options, supported by proprietary research, third-party subadvisors, and various portfolio management tools.

Allison Glover is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at the same firm from 2024 to 2026. Her professional focus is on assisting clients in pursuing their long-term financial goals through tailored strategies, portfolio guidance, and retirement planning. Allison's approach involves developing customized financial plans that align with her clients' individual needs and objectives. Outside of her professional work, she engages in activities such as cooking and baking, spending time with family, attending social events with friends, reading, and running.

Brian Vallow is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2024. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, algorithmic tools, and investment research, with enrollment criteria that require a minimum level of investable assets and a focus on managed account assets held at Ameriprise.

Thomas Picchi is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Northpoint Financial Group, Woodbury Financial Services Inc, and currently serves as a wealth advisor at OSAIC. Outside of his advisory role, he is president of TKP Consulting Ltd, an S corporation through which he manages his business expenses. OSAIC serves a broad mix of clients, including retail and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Martin Terry is a financial advisor with LPL Financial in St. John, Indiana, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His work history includes roles at Teachers Credit Union, CUNA Brokerage Services, and Creative Financial Designs. Outside of finance, he owns two small businesses, Terry Family Lawn Mowing and Contrak Courier, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, providing discretionary and non-discretionary management supported by research and model portfolios.

Aleece O'Connell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mario Minotti is a financial advisor with Osaic, holding Series 63 and Series 65 designations and 17 years of industry experience. He worked at Woodbury Financial Services for 15 years before joining Osaic in 2024. Outside of his advisory role, he is president of Mario P. Minotti Group, Inc., an insurance brokerage, and serves as a board member for the Galleria Property Owners Association and on the Broward Sheriff's Advisory Council. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk tolerance assessments, and access to third-party money managers.

Tyler Iller is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bci Securities, City National Bank, First American Bank Wealth Management, and Valley National Bank Trust & Wealth Management. He is based in Orland Park, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment committee insights.

Adoracion Medina is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., with prior roles at Bank of America and Merrill. 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 an ESG eligibility framework.

Pamela Tattas is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Ashack Law Group for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has recently transitioned into the industry, having worked previously at RJ Reynolds Trade Services from 2009 to 2025. Outside of his financial advisory role, he serves as a board member for the Crooked Lakes Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Cronin is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.