Anthony Raso is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Nu-Way Industries, Davis Center for Portfolio Management, and John B. Sanfilippo & Son Inc. He is based in Naperville, IL. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of funds and model portfolios.

David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Michael Maday is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having been with J.P. Morgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader organization offering a wide range of product types.

Jeanette Gruber is a CFP® with 29 years of industry experience, currently affiliated with Cetera. She has held positions at Cetera Advisors LLC since 2013 and operates Gruber Financial, Ltd., Gruber CPA Services, Ltd., and Gruber Law Office, all of which she has managed for over two decades. She serves on the board of trustees for the Universalist Unitarian Church of Peoria, IL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Carson Walker is a financial advisor with UBS Financial Services in Lemont, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2018. Outside of his advisory role, Walker works as a part-time Uber driver and is involved in golf course maintenance at Ruffled Feathers Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Bethany Mullen is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. She previously worked at Axa Advisors and Weeks Financial Group. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Ronald Manso is a CFP® with 40 years of industry experience, currently advising at Cetera since 2025. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. He serves as president of RM Financial, Ltd., a personal corporation, and owns Porte Brown Wealth Management, LLC, which provides financial services. He is also a director of the John H & Ann G Rhodes Foundation, a scholarship foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers a variety of investment management and consulting services across multiple program platforms and manager options.

Gregg Smallen is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Oswego, Illinois. Gregg has been with Edward Jones since 1993. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Donald Cheval is a financial advisor with Edward Jones in Aurora, IL, holding Series 63, 65, and 66 licenses, and has 32 years of industry experience. His prior roles include positions at Merrill Edge/Bank of America, Gwfs Equities/Empower Retirement, and Mariano's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Lindsey Lyons is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 securities licenses and is based in Naperville, IL. Lyons has been associated with Edward Jones since 2011. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kanita Ganic is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Her work history includes positions at Triad Financial Services and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to registered investment companies and utilizes systematic methodologies alongside AI and long-term asset allocation benchmarks.

Denise Pacione is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2002 and holds the Series 63 and Series 65 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Monika Peroustiyski is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Monika is based in Naperville, IL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

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.

Donald Hopp is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and Hopp Wealth Management. He serves as a board member and co-trustee of the Florence B & Cornelia A Palmer Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program options tailored to individual and institutional clients.

Alan Reese is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure for its services.

Cody Donati currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Cody's professional experience spans over a decade in the financial services industry. Prior to his current role, he was Team Leader and Investment Manager Consultant at Fidelity Investments from 2021 to 2026, and before that he worked as a Financial Consultant at the same company from 2016 to 2021. His career also includes roles as a Financial Adviser at PNC Investments from 2013 to 2016, Financial Adviser at Edward Jones from 2011 to 2013, and a Branch Intern at Scottrade from 2010 to 2011. Outside of his professional work, Cody's personal interests include cooking, baking, fishing, and traveling.

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.

Justin Elder is a financial advisor at Cetera with seven years of industry experience and a Series 66 designation. He has held roles at multiple firms since 2019, including Elder Wealth Management, LLC, and currently serves as a member of Brightpoint Financial LLC. Outside of financial services, he owns Chicago Game Night, an event planning business, and serves on the boards of Moose & Me Baking Company, a nonprofit employing adults with disabilities, and Front Porch Ministries. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors. The firm serves a diverse client base and offers a multi-manager platform with a range of portfolio management and retirement services.

Michael Flores is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 supported by a large network of financial advisors and branch offices nationwide.