Brandon Kanagy is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it utilizes systematic methodologies for model portfolio development.

Daniel Carroll is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Mutual of America Securities LLC and Mutual of America Life Insurance Company from 2018 to 2024. Outside of advising, he serves as a committee member at Midlothian Country Club. 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, retirement plan consulting, and brokerage services, with management approaches supported by proprietary and third-party research.

Kurt Lindemann is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory work, he owns a personal website dedicated to the Dave Matthews Band where he posts photos and blogs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning tools that incorporate market assumptions and scenario modeling.

Michael Klover is a financial advisor at Cetera with two years of industry experience. He holds Series 65 and Series 63 licenses and has been operating Klover & Co, a tax preparation and bookkeeping service, since 2016. He is also involved with the Channahon Park District, where he has served since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Melissa Eul is a financial advisor with LPL Financial in Frankfort, IL, holding Series 65 and Series 63 licenses and 14 years of industry experience. She has worked at LPL Financial since 2021 and has been with BMO Bank NA since 2013. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jocelin Paredes is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles at Fidelity Brokerage Services LLC and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research and its advisory role to multiple registered investment companies.

Michael Kusay is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial since 1994 and has operated Kusay Financial Services since 1986. In addition to his advisory work, he is involved in tax preparation and accounting services through related businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, serving both discretionary and non-discretionary client needs.

Lester Koryczan is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2023. He previously worked for 30 years at FSC Securities Corporation. Koryczan is a board member, treasurer, and investment committee member of the UCP Seguin Foundation, a nonprofit organization. He also operates a tax preparation practice and holds a notary public commission in Illinois. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct diversified portfolios that include various asset types.

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.

Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Financial Network, The Huntington Investment Company, Fifth Third Securities, and Fifth Third Bank. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Marcos Alvarado is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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.

Ryan Peterson is a Series 66-credentialed financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007, based in Plainfield, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

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.