Paul Sterk is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Old National Bank, First Midwest Bank, BMO Harris Financial Advisors, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of investment adviser representatives.

Logan Simios is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Megent Financial. Outside of his advisory role, he owns and manages J. Krug & Associates, a risk assurance and insurance sales business, and serves as treasurer for the Greater Wheeling Area Chamber of Commerce & Industry. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios with various program structures and custodial arrangements.

Thomas Duffner is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Woodbury Financial Services for 18 years and held positions at Equitable Advisors and Mony Securities Corporation. Outside of his advisory role, he owns Health Benefits Consultants, Inc., which focuses on group health insurance sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with a variety of program options supported by affiliated broker-dealer and RIA relationships.

John Tellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Compass Group in various roles from 2015 to 2022. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling.

Jonathan Peller is a Financial Advisor with Merrill Lynch Wealth Management, based in Northwest Indiana. He specializes in wealth management for families navigating significant financial transitions and making important family wealth decisions. Jonathan works with clients approaching milestones such as retirement, business ownership transitions, life after the loss of a spouse, receiving significant wealth, or seeking to be more intentional about their financial future. His services include guidance on investments, retirement income, tax-aware planning, estate considerations, charitable giving, family wealth, and long-term financial goals. He aims to help clients make confident decisions, reduce financial complexity, stay organized, and focus on what matters most. Jonathan holds a Bachelor's Degree from Wabash College.

James Ferguson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured planning tools and broad investment offerings.

Vanessa Aldape is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including LPL Financial and Waddell & Reed. Aldape is also involved as a licensed assistant with Megent Financial, supporting advisors with paperwork and trade processing. 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.

Bryce Martin is a Financial Consultant at Fidelity Investments, where he has been serving since 2015. He has over 12 years of experience in the financial services industry, having previously worked as a Financial Advisor at The Heartland Group from 2013 to 2015, Edward Jones from 2011 to 2013, and as a Financial Representative at TD Waterhouse from 2000 to 2001. Bryce specializes in wealth planning and assisting clients in developing, implementing, and maintaining customized financial plans. He is dedicated to helping his clients and their families pursue their financial goals and maintain confidence regardless of market conditions. Bryce values Fidelity's brand of dedication and integrity, which align with his own professional principles. Outside of his professional work, Bryce enjoys art, family activities, golf, movies, music, and skiing.

Christina Sievers is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a Township Trustee for Homer Township. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions and includes capabilities in derivatives and commodities.

Jonathan Zemaitis is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Oak Partners Inc., Walsh Construction Co., Vincere Wealth Management, and Teachers Credit Union. He has also been involved with the Butler Bulldog Club and Butler University. 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 portfolios, third-party asset management, and institutional platforms.

Belinda Castellanos is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Fifth Third Securities from 2002 to 2021. Castellanos holds the Series 66 designation and is based in Orland Park, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and methodologies.

Brett Efimov is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2013. Outside of advising, he owns and operates a CPA firm and serves as president of a company providing credit card processing services. He is also a member of the Illinois CPA Society’s membership committee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes access to affiliated and third-party managers.

Alicia Higgins is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved with Edwin Group LLC, where she manages an advisory business. Ameriprise is a large institutional firm that offers retirement-income planning services aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, primarily delivered through a centralized retirement-income consulting team.

Daniel Mc Hugh is a CFP® and Series 66 holder with nine years of experience in the financial services industry, all of which have been with Edward Jones since 2017. He is based in Tinley Park, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Tom Lozanoski is a CFP® professional with 42 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in operating a self-service laundromat business through Loads of Fun, LLC. 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 consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Cataldo Panici is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously worked at Wayne Hummer Investments and Banc of America Investment Services, among other firms. Outside of his advisory role, he is involved with Wintrust Wealth Management in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services supported by a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Rockwell is a financial advisor at Edward Jones with Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked in healthcare roles including at Majestic Care Saint Anthony's and Community Healthcare. He has served in the Indiana Army National Guard since 2009. Outside of advising, Rockwell is involved in a self-employed house rental business. 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, supported by a large network of financial advisors and branch offices nationwide.

George Mannella II is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Citizens Securities, and Charter One Securities. Mannella is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and third-party manager selection.

Jason Stahl is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., Raymond James Financial, and Fifth Third Securities. Outside of advising, he is involved in mortgage and real estate services as a real estate agent and through a home mortgage business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephanie De La Cruz is a Series 66 licensed financial advisor at Raymond James Financial with 18 years of industry experience. She has worked within various branches of Raymond James since 2008. Outside of her advisory role, she is an associate and secretary at O'Neill Family Wealth Management Inc., where she assists clients with documentation, requests, and branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.