Jocelyn Herrera is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she worked at Kristian Navarro Insurance and Financial Services Inc and completed an externship at Amplified Planning. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Clare Nawrocki is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. Prior to joining Cambridge in 2025, she worked at Equitable Advisors and Axa Advisors. She serves as treasurer for a political campaign in Illinois. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platforms.

Fitzgerald Atwater is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations within eligible strategies.

Katarzyna Kot is a financial advisor with LPL Financial based in Bridgeview, Illinois. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Polish & Slavic Federal Credit Union, State Farm Investment Management Corp, and Erik Nelson's Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Kyle Cavanaugh is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Alexander Wyatt is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon, Charles Schwab, and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Margaret Mahoney is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Adam Beierle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with firms including Nestlehut Financial Services and SSN Advisory. Outside of advising, he manages Beierle Holdings LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by affiliated and third-party managers.

Mark Nawrocki is a ChFC® designated advisor with 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, following previous roles at Brooklight Place Securities, LPL Financial, and Waterstone Financial Group. Nawrocki is also the owner of separate fixed insurance sales and accounting businesses. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms and custodians.

Brandon Pogue is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has worked with PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. In addition to his financial career, he has been involved with Gourmet Coffee Tea & Beyond I, Inc. since 2008. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, utilizing model-delivery investment strategies managed by third-party asset managers.

Jason Gena is a Series 66-credentialed financial advisor with Thrivent Investment Management in Munster, IN, where he has worked for 10 years. He serves as the chairperson of the board of education at St. Paul's Evangelical Lutheran Church, a Lutheran school focused on student development through faith and knowledge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority.

Kevin Kaminski is a financial advisor at Edward Jones in Flossmoor, Illinois, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Cristy Ryan is a financial advisor with J.P. Morgan Securities in Orland Park, IL. She holds Series 63 and Series 66 designations and has 11 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and has a longer tenure with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christina Valtierra is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 credential with 1 year of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ewa Karim is a financial advisor with J.P. Morgan Securities in Frankfort, IL, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA, since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a quantitative and qualitative research approach.

Kenneth Youga is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory process.

Michael Edmonds is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at CGO Wealth Management and Edward Jones. Outside the industry, Edmonds is involved with MCE Capital, LLC, a non-investment-related business entity. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

James Mulkey is a financial advisor with Edward Jones in Munster, IN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Gabriela Minotti is a Series 66-licensed financial advisor at OSAIC with eight years of industry experience. She previously worked at Woodbury Financial Services and has operated Minotti Financial Group since 2017. Outside of advisory work, Minotti serves as president of a corporation providing estate planning services and is a notary public. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization across multiple program platforms.