Donald Sharko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at LaSalle St. Investment Advisors, RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons. In addition to advisory services, he is involved in selling fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions through a large network of advisors, combining advisory platforms with extensive non-advisory financial services.

Rana Musa is a Planning Consultant with experience in retirement planning, income planning, and investment planning. She has taken an active role in educating clients about these matters to support their financial goals. Rana's professional background includes roles as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Service Representative at Fidelity Investments from 2023 to 2024. Prior to that, she worked as a Relationship Manager at Bank of America from 2017 to 2021.

Haley Reiher is a Series 66-licensed financial advisor at Morgan Stanley in Orland Park, IL, with five years of industry experience. Before joining Morgan Stanley in 2020, she worked at Menards Inc. and Talbots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and employer-sponsored financial planning agreements.

James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.

David Alonzo is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His prior experience includes roles at Harris Investor Services, Inc. and Ifmg Securities, Inc. He serves as a board member on the Town of Munster Nominating Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and portfolio management solutions, combining scale and diverse financial services alongside its advisory platform.

Faris Khan is a Financial Consultant at Fidelity Investments, where he has been providing guidance to clients since 2018. He specializes in retirement planning, investment strategy, consolidating assets, income protection, and wealth transfer. With 19 years of experience at Fidelity, he has held several roles including Investment Consultant, Private Client Specialist, Financial Representative, and currently serves as a Financial Consultant. Prior to joining Fidelity, Faris worked as an Investment Specialist at Deutsche Scudder Investments from 2002 to 2005. He has a total of 24 years of experience in the Financial Services industry. Faris holds a Bachelor's degree in Economics from the University of Minnesota. Outside of his professional career, Faris enjoys cars, family activities, reading, skiing, and traveling.

Eric Garcia is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022. Prior to his current role, he held positions in the food service industry. Charles Schwab serves primarily 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 and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Hans Herr is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at Merrill, StrategIQ Financial Group, LLC, and United Planners' Financial Services of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and offers access to a range of investment strategies, including ESG frameworks.

John Zandstra is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and JP Morgan in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Daniel Guerrero is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Zackery Kuster is a CFP® and Series 66-credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at the University of Illinois Horticulture Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 21 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and Chase Investment Services Corp. for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, 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, third-party asset management, and institutional platforms.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Jake Gaines is a financial advisor with J.P. Morgan Securities in Dyer, Indiana, holding Series 63 and Series 66 registrations and 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Melissa Uylaki is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to this, she worked at JPMorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and offers access to broader derivatives and commodities capabilities.

David Council is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Ameriprise and multiple divisions of Chase and J.P. Morgan since 2005. Council is based in St. John, Indiana. 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 searches, and customized performance reporting. Their advisory process incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework, supporting non-discretionary client decision-making.

Gene Becker is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2018, with prior experience at Wells Fargo Clearing and Prudential Equity Group. Becker is a partial owner of several investment-related entities, including MANBECK PARTNERS and INNOVATIVE RETIREMENT ASSOCIATES LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet specific net-worth thresholds across various planning areas.

Patrick Mcnamara is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at Ameriprise from 2006 to 2009 before joining LPL Financial, where he has been since 2009. In addition to his advisory role, he operates McNamara & Toscano Tax Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.