Erik Johnson is a financial advisor at Edelman Financial Engines in Mokena, IL, holding a Series 66 designation with 21 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C., The Mutual Fund Store, Chase Investment Services Corp., Natcity Investments, and Ameriprise. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a range of accounts and investment strategies.

Chris Kurtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Ameriprise, and Mitre Group LLC. Outside of his advisory work, he is also active as a musician. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Christopher Janota is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and is also associated with Envoy Wealth Management LLC. Outside of his advisory role, Janota serves as a board member for the Park Forest Historical Society and Act of Grace, Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Douglas Buuck is a financial advisor with Ameriprise in Crown Point, Indiana, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he is involved in several business activities including ownership interests in a real estate holding company and an operating company for a group of advisors. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research and modeling with personalized recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Hawtree is a financial advisor with LPL Financial who holds the CFP® designation and has 38 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over two decades with Sigma Planning Corp. and Sigma Financial Corporation. Hawtree also owns and operates a CPA business focused on tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Ean Johnston Drake is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His background includes roles at Indiana University and Oak Partners, Inc., alongside his current position at LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, and institutional platforms.

Kevin Koney is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is involved in business ownership activities including managing payroll and general business expenses through Ninth Avenue LLC and owns a real estate-related entity, Koney Ranch LLC. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team in partnership with financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ben King is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with a team of investment professionals within Fidelity Private Wealth Management. In this role, he provides high net worth clients with account administration and maintenance services and focuses on building lifelong relationships. Ben has a long tenure with Fidelity Investments, having served in various capacities since 1999. His experience includes roles such as Investment Consultant (2011-2022), Financial Representative (2009-2011), Retirement Brokerage Representative (2004-2008), and Participant Service Representative (1999-2004). This extensive experience underpins his expertise in wealth management and investment consulting. Outside of his professional career, Ben's personal interests include comedy, family activities, football, military service, and movies.

Ramie Halloway is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Advisory Services and Strategize Wealth Management Group. Outside of his advisory roles, he also operates a tax preparation business and works as a retail sales associate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and investment strategies.

Elijah Muhammad is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and accumulating 15 years of industry experience. His work history includes roles at PFS Investments, Inc., and multiple hospital systems. He is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports execution and custody through Pershing.

Jacob Oostman is a financial advisor at Ameriprise with one year of industry experience. He previously worked in venture capital at ground game Venture Capital and has a background that includes roles at Wabash College and in education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Scanlan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has nine years of industry experience, including seven years at Edward Jones. Outside of his primary role, he serves as CEO and independent contractor for msm wealth management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Giulio Liotine is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He brings extensive experience in financial services, having begun his career in 2002 and joined Merrill in 2009. Giulio specializes in managing personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Giulio served honorably in the U.S. Army and earned a Bachelor’s Degree from Eastern Illinois University. He holds the Personal Investment Advisor (PIA) designation and communicates fluently in English and Italian. Giulio’s approach centers on understanding his clients’ needs through close collaboration to craft customized financial strategies aimed at helping them pursue their goals. Outside of his professional commitments, Giulio spends time with his wife and children and enjoys activities such as biking, chess, golfing, hiking, reading, and running.

Kimberly Clark is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. She has been affiliated with Cetera and First Merchants Investment Services for seven years. Outside of her advisory work, she serves as a board member for South Chicago Parents & Friends, Inc. and as a committee co-chair for Delta Sigma Theta Sorority, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform that includes model portfolios, automated allocations, and bespoke strategies.

Michael Young is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor for an estate. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved planning tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both individual and corporate financial planning agreements.

Clint Verhagen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2008. Outside of his advisory role, Verhagen serves as a member of the Lions Club, vice president of a local preschool board, and treasurer of a service organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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.”

Margaret Reister is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 41 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2000. In addition to her advisory role, she is also licensed as a life, health, and group health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services with an emphasis on collaborative, goal-focused client relationships.

Bobi Celeski is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience in various organizations including Indiana Elite FC and FK Vardar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and emphasizes both scale and diverse service offerings.

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.