Brian Vallow is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and multiple divisions of Morgan Stanley, spanning nearly a decade. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on stable income sources and tax-aware withdrawal strategies.

Thomas Picchi is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Northpoint Financial Group, where he continues to maintain an affiliation. Outside of his advisory role, he operates TKP Consulting Ltd, his own S Corporation that manages his business expenses, and works as an insurance agent handling fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced tools and offers a variety of investment programs and third-party manager options.

Martin Terry is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Teachers Credit Union, CUNA Brokerage Services, Creative Financial Designs, and Wells Fargo Clearing. Outside of his advisory work, Martin owns two local businesses: a lawn mowing service and a courier company. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Cara Sadowski is a financial advisor at Stifel in Crown Point, Indiana, holding a Series 66 designation with two years of industry experience. Prior to joining Stifel in 2023, she worked at Peoples Bank for nine years. She is also a Notary Public in Indiana. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides episodic fee-based financial planning without automatic ongoing monitoring.

Aleece O'Connell is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding a Series 66 designation and 11 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Mario Minotti is a financial advisor at Osaic Wealth with 17 years of industry experience. He previously worked at Woodbury Financial Services for 15 years before joining Osaic in 2024. Outside of his advisory role, Minotti is president of Mario P. Minotti Group, Inc., a corporation providing life and health insurance brokerage services, and serves on the board of the Galleria Property Owners Association as well as the Broward Sheriff’s Advisory Council. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of customizable strategies supported by risk analysis and third-party manager options.

Eileen Carrero is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been associated with Cetera since 2003 and also operates Eileen Carerro Financial Services, LLC, which offers tax and accounting services. 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 provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing upwards of $256 billion in assets.

Tyler Iller is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including City National Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to help clients develop tailored plans.

Adoracion Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Bank of America, N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on systematic due diligence and integration of ESG criteria.

Pamela Tattas is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Ashack Law Group for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Ryan Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has recently transitioned into the industry, having worked previously at RJ Reynolds Trade Services from 2009 to 2025. Outside of his financial advisory role, he serves as a board member for the Crooked Lakes Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Cronin is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Matthew Hunniford is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 29 years of industry experience. He has worked at Cetera since 2004 and also operates his own CPA firm, Matthew Hunniford & Co, P.C., which he has managed since 1990. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors.

Stacey Fargo is a Series 66-licensed financial advisor with LPL Financial in Crown Point, Indiana, and has 12 years of industry experience. She previously worked at SII Investments, Inc. from 2014 to 2018 before joining LPL Financial. Outside of her advisory role, she serves as a trustee for a family trust. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a mix of proprietary research, third-party subadvisors, and customized strategies.

Michael Jonas is a Series 66-licensed financial advisor with Edward Jones, based in Saint John, Indiana. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as an umpire for the St. John Girls Softball league. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Djuro Vasic is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., LPL Financial, and First Midwest Financial Network. He also operates a sole proprietorship as an insurance agent, selling and servicing life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by various custodial and third-party arrangements.

Kent Huntoon is a financial advisor with Stifel in Crown Point, Indiana, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to inform their investment decisions.

David Zaycek is a financial advisor at Charles Schwab with 12 years of industry experience and a Series 66 designation. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Wayne Hummer Investments LLC, and Merrill. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custodial and operational support.

Mark Stevenson is a CFP® professional with 43 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Woodbury Financial Services, LPL Financial, Concourse Financial Group Securities, Osaic FS, and Polaris Advisory Services. Outside of advising, he operates a sole proprietorship as an insurance agent, primarily soliciting long-term care insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Laurie Palmblad is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2018, following roles at Stifel Nicolaus & Co Inc and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated capital-markets capabilities and comprehensive financial services.