Kathleen Mills is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Cetera and its affiliated entities since 2015. Outside of financial advising, she serves as an office manager for Twin Power Heating & Air, an HVAC service and installation business. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors.

Neil Sternberg is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2004. Outside of his advisory role, Sternberg is the president and owner of Leadwell Team, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Nathaniel Galliart is a financial advisor at Edward Jones in Geneva, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He worked at COUNTRY FINANCIAL for 10 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maciej Kielbasinski is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he was president of VMK Consulting Group, Inc., a business offering photography, marketing, and design services. He also serves as an election judge and assist instructor for a local scuba diving training center. Thrivent Investment Management provides Dedicated Planning Services through a network of advisors, focusing on holistic, goal-based analyses for individuals, families, businesses, and nonprofits. The firm emphasizes planning without discretionary trading authority and offers integrated planning and managed-account options under its WealthPlan program.

Brock Allen is a financial advisor with Edward Jones in Lake Zurich, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2013. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marvin Somlo is a Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the investment industry. He focuses on helping families navigate financial planning tailored to their unique goals and needs, including college education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Marvin holds an MBA from Loyola University Chicago and a Bachelor's Degree from Vanderbilt University. He maintains several professional designations and registrations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and FINRA Series 6, 7, SIE, 63, and 65 registrations, along with Life and Health licenses. He takes a client-centric approach by getting to know his clients and understanding their priorities to develop personalized strategies. Marvin integrates experience with ongoing advice and guidance as clients' needs evolve. Outside of his professional role, he enjoys pickleball, tennis, traveling, and spending time with his family.

Itzel Vargas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at J.P. Morgan Securities since 2017 and has prior experience with Home Restoration Experts Inc. and JPMorgan Chase Bank, N.A. Outside of her advisory role, she has been involved in the home restoration business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its investment recommendations.

Rita Maliekal is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. In addition to investment advisory activities, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven and separately managed account strategies. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Matthew Alexander is a CFP® professional with seven years of industry experience. He is currently affiliated with LPL Financial and has held roles at firms including SagePoint Financial, Third Street Advisors, and OSAIC. Alexander is also associated with Alpha Dog Advisors, a business entity he established for tax and investment purposes. 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 variety of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

George Delgiudice is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wayne Hummer Investments LLC, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology.

Thomas Mc Cartney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 30 years of industry experience. Prior to his current role, he was associated with M Holdings Securities, Inc. and operated his private wealth management practice through My Advisor & Planner LLC. Outside of advisory work, he manages MAP Professional Building LLC, a family-owned business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Zachary Powell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Community Unit School District 200 and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds-of-funds and model portfolios.

Brandon Macias is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and previously was involved in hospitality management and a bread and wine business. Macias serves as a board member of DayOne Alliance, a nonprofit organization focused on compliance with its mission and ethical standards. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset segments. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

David Johnson is a CFP® professional with 31 years of industry experience, currently serving at LPL Financial since 2025. Prior to joining LPL, he worked for 19 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

Susan Huizinga is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and ten years of industry experience. She has worked at various firms including Avantax Investment Services and Rozovics Wealth Management, where she is also a partner. Outside of advisory work, she serves as treasurer of the BTB Foundation, a nonprofit organization raising funds to support individuals fighting cancer. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple investment program structures and affiliated third-party managers.

Eric Schneider is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate since 2012. Ameriprise offers retirement-income planning services for individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Kathleen Morton is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 41 years of industry experience. Her career includes roles at Norwex and Isagenix International, LLC, and she is a 50% owner and secretary of Morton Private Wealth Strategies, Inc. Morton also has a long-standing association with Melaleuca since 1993. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports wrap-fee advisory programs, and maintains specialized municipal and SIMPLE IRA advisory services.

Paul Schifferer is a financial advisor at Edward Jones in Cary, IL, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and has served as Mentorship Chairman for AmSpirit Cary Grove Business Exchange, a local small business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a nationwide network of more than 23,000 financial advisors and managing over $1 trillion in assets.

Charles Stuck is a financial advisor with Ameriprise in Schaumburg, IL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Laura Bochenek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.