Alan Moravec is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on financial planning topics without implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Carson Walker is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, with prior experience at Bank of America and Merrill. Outside of his advisory work, he is a part-time rideshare driver for Uber 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 offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and fiduciary services.

David Polimeros is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. His prior roles include work with Cetera Advisor Networks LLC and Financial Servicenter, a tax preparation and accounting business he is involved with alongside his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing both proprietary and third-party strategies, and supports advisors with technology tools for operational and research functions.

Brandon Kanagy is a financial advisor at Fidelity with 29 years of industry experience. He has held various roles within Fidelity, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Kanagy holds Series 63 and Series 65 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Daniel Carroll is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has prior experience with Mutual of America Securities and Thrivent Investment Management. Outside of his advisory role, he serves as a committee member at Midlothian County Club. 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 advanced research and operational tools.

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.

Melissa Eul is a financial advisor with LPL Financial in Frankfort, IL. She holds the Series 63 and Series 65 designations and has 14 years of industry experience. Her work history includes roles at LPL Financial since 2021 and BMO Bank NA since 2013. 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 solutions, leveraging both proprietary research and third-party strategies across a broad platform.

Jocelin Paredes is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting model portfolios across a broad investable universe.

Michael Kusay is a financial advisor with LPL Financial who holds a Series 63 designation and has 38 years of industry experience. He has been with LPL Financial since 1994 and operates Kusay Financial Services, which provides accounting, bookkeeping, and tax preparation services. LPL Financial is a national broker-dealer and 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, portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

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 over 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Bank, The Huntington National Bank, and Fifth Third Bank. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Rimkus is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

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. She has been with Cetera and affiliated firms since 2025 and previously worked in education and retail sectors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options 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 CFP® with 11 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Edward Jones for five years. Lodovico is involved with Valor Capital Partners LLC, which operates as a DBA for his LPL business. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports its advisors with various tools and institutional platforms.

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.