Hunter Sperling is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Raymond James Financial, Strive Asset Management, and The Heico Companies, as well as a four-year period at Hillsdale College. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Harms is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is an author. 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 institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management options, supported by research and technology tools.

Gregory Corey is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to his current role, he spent 13 years at Medline Industries, Inc. He serves on the boards of Next Gen and the Loyola Academy Business Network. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Eulalia Turkowski is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked for Wayne Hummer Investments LLC for a decade before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ulysses Smith Jr. is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Smith owns multiple small businesses, including a sales company and a labor services firm, and is involved in various gig economy roles such as rideshare driving and online retail selling. Primerica Advisors serves primarily individual investors and manages a wrap-fee asset management program with approximately $15.5 billion in assets under management. The firm provides advisory services through a large network of advisors using model-delivery strategies created by unaffiliated asset managers.

Jennifer Pestikas is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. Pestikas has a background that includes long-term roles at Abbott Laboratories Employees Credit Union and Cuna Brokerage Services, Inc. Outside of her advisory role, she is an author and podcast host focusing on women's resilience and also operates a personal coaching business. 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a large network of over 22,800 advisors.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than 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 over 23,700 financial advisors and 15,000 branch offices.

Peter Brush is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Alma Zelaya is a Series 66 licensed advisor at Merrill with one year of industry experience. She has worked at Bank of America, N.A. and Merrill since 2025, and previously held roles at Frost Bank/Frost Insurance Agency and in various other positions across education and corporate sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Crary is a financial advisor at Charles Schwab with 18 years of industry experience. He has held prior roles at Fidelity Investments and J.P. Morgan Securities, including J.P. Morgan Chase Bank. Crary holds Series 63 and Series 66 designations and is based in Lake Zurich, Illinois. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment platform.

Monica Pizano is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill for nine years before joining Stifel Nicolaus & Co Inc in 2022. Outside of her advisory role, she is involved with the American Association of Notaries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Trevor Bieszczat is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery conversations and firm-approved planning tools.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Steven Gatto is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is involved in private business ventures, including ownership of a private company and a family rental property investment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a variety of wrap fee advisory programs with customizable portfolio management and financial planning services. The firm integrates in‑house and third‑party investment managers and provides a range of options including tax management and responsible‑investing screens.

David Kassner is a Senior Resident Director and Wealth Management Advisor at Merrill. He works directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. His approach involves understanding the full financial picture and crafting strategies flexible enough to adapt to changing market conditions, leveraging resources from Merrill and Bank of America. Since beginning his career in 1997 at a global management consulting company, David has gained extensive experience serving both individuals and businesses. He specializes in areas such as college education planning, retirement income, tax minimization, socially responsible investing, and small business strategies. Prior to joining Merrill Lynch Wealth Management, he focused on advanced and institutional insurance and investment strategies. David holds a Bachelor's degree and an MBA from Northwestern University, including the Kellogg School of Management. He holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David resides in Glenview, Illinois with his wife Barbara and their three children. He is actively involved in his community through organizations such as the Boy Scouts of America, Glenview Park Foundation, and Northwestern University. Outside of work, he is engaged in various personal interests including curling, ski instruction, golfing, sports, and volunteering.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 and financial planning services, supporting discretionary and non-discretionary investment strategies.

Michael Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside his advisory role, he operates a sole proprietorship, Lambert & Associates, and receives non-investment compensation from affiliated companies for mortgage loan sales and home security product referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third-party asset managers and supports account custody and trade execution through established partners.

Robert Foltz is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He serves on the board of Youthbuild Lake County, a charitable nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, alongside integrated financial planning and brokerage services.