Thomas Van Dellen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Waddell & Reed Inc. Outside of his financial career, he serves as president of the Kiwanis Club of Frankfort and vice president of the Frankfort Chamber of Commerce, and he has worked as a basketball official since 1993. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs and portfolio management options, supporting more than 10,000 advisors and overseeing over $256 billion in assets.

Mark Szulc is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also owns Find More, Inc., an online sales business specializing in merchandise such as toys and collectibles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Maureen Walsh is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2014. In this role, she partners with clients and their Wealth Management Advisors to develop and implement personalized wealth plans designed for growth, preservation, and transfer of wealth. She has extensive experience in the financial services industry, having worked in various roles since 1988. Her previous positions include Relationship Manager at Fidelity Investments from 2007 to 2014, Senior Financial Associate at AG Edwards from 2005 to 2007, Client Relationship Associate at William Blair & Company from 1993 to 2005, Client Relationship Associate at Gruntal & Company from 1991 to 1993, and Institutional Municipal Bond Trading Assistant at Mesirow Financial from 1988 to 1990.

Alexandra Moran is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, bringing 20 years of industry experience. She has worked at Ameriprise since 2008, with prior experience at FIFTH THIRD SECURITIES, Inc. and Merrill. Outside of advising, she is involved in equestrian activities, including coaching the Purdue Calumet Hunt Seat Team, teaching horseback riding lessons, and consulting on equine facilities through her business, Boulder Ridge Equine. She also teaches as a clinical professor at Purdue University Northwest and has written a forthcoming nonfiction book. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients approaching or in retirement with written retirement-income plans and ongoing advice based on proprietary research and tax-aware strategies.

Michael Rhodes is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Rhodes holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology from its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning typically on an episodic basis.

Brian Rincker is a CFP® with 19 years of industry experience currently with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed Inc., various insurance carriers, and managing his own entities, Rincker Investments LLC and Brian Rincker Notary Public. He has also served as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various portfolio management strategies and research resources.

Ryan Penders is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 66 and Series 65 credentials. His prior experience includes roles at Midwest Equity Mortgage, Premise Capital, Quasar Distributors, LLC, and Epsilon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, brokerage, and custody services tailored to clients' risk profiles and investment preferences.

Tyler Minetti is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2020 to 2022, and as a Licensed Personal Banker and Mortgage Loan Originator at Republic Bank of Chicago from 2017 to 2020. In his role as a Financial Consultant, Tyler focuses on simplifying financial plans and helping clients pursue their financial goals. He emphasizes building relationships based on trust and transparency and collaborates with clients to develop holistic financial plans.

Emma Bledsoe is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019 and was previously employed by Edward Jones from 2017 to 2019. Outside of her advisor role, she serves as an investment executive at Megent Financial, assisting advisors with client needs. 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 range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Jacob Mudde is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeff Miller is a financial advisor with J.P. Morgan Securities in South Chicago Heights, IL, holding Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2013 and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process that includes quantitative asset-allocation modeling, centralized manager due diligence, and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis, with clients retaining final decision-making authority.

Steven Galminas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Cambridge since 2009 and also serves as president of SG Financial, where he is involved in fixed insurance and annuity sales. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Nicholas Corcoran is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and currently serves as a registered assistant at Megent Financial, assisting advisors with client accounts. Corcoran has been affiliated with Cetera and its related entities since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Joseph Purpura Jr. is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Financial Services since 1991 and with PFS Investments Inc. since 1983. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Gibbons is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. He has worked at RBC Capital Markets since 2020 following his studies at Northern Illinois University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated financial services.

Pamela Hollinger is a financial advisor at Cetera with 41 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her career includes roles at Marquette Bank since 2010, Invest Financial Corp. from 2010 to 2018, and Citizens Securities, Inc. from 2006 to 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Debra Baker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Paul Sterk is a financial advisor with LPL Financial in Alsip, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at First Midwest Bank and Old National 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support client strategies.

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. Before joining OSAIC in 2024, he spent 18 years at Woodbury Financial Services. Duffner is also the owner of Health Benefits Consultants, Inc., which provides group health insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of investment advisory and brokerage services through a large network of affiliated advisers and multiple advisory platforms.