John Mc Carney is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Stifel, he worked at J.P. Morgan Securities LLC and has held various roles in both finance and other sectors. Outside of his advisory work, he is co-owner of Perreo Recreo Entertainment, an event promotions business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Carl Priebe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having five years of industry experience. He has worked at J.P. Morgan Securities since 2018 and has been employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Altynai Sulaimanova is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has experience with firms including PFS Investments Inc. and Primerica Financial Services, and also has involvement in tax-related businesses. Sulaimanova's background includes roles in accounting and logistics. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies primarily managed by unaffiliated asset managers and operates with approximately 3,935 advisors and about $15.5 billion in assets under management.

Jack Hull is a financial advisor with Osaic Wealth, Inc. based in St. Charles, Illinois. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 19 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, he serves as Vice President of Corporate Benefit Advisors, a firm providing employee benefits primarily focused on group medical insurance for small groups. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services and employs sophisticated portfolio construction tools, supporting both discretionary and non-discretionary account management.

Kile Shafer is a financial advisor at Stifel with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel, he worked at Bank of America and Merrill. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services founded on a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Battin is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Woodbury Financial Services, Renaissance Financial Corp., and Securian Financial Services. Battin serves as Treasurer for Pinnacle Forum, a national nonprofit, and sits on the board of the United Nations Christians Embassy in New York. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ethan Miller is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. His prior roles include positions at JMC Financial Solutions, LLC and J. Krug & Associates, Inc. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm uses proprietary asset-allocation tools and risk-tolerance assessments to build diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Matthew Briggs is a financial advisor at Edward Jones in Geneva, Illinois, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at St. Charles Trading, Inc. for four years and held roles at Judson University and Ergadoo Inc. He does not have any additional business activities noted. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Richard Sackett is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. He serves as co-trustee of a charitable remainder trust established with his wife. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Brianna Hook is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and previously worked at First Investments & Planning, First National Bank of Omaha, and Raymond James Financial Services. Brianna is part of The DDK Group within Baird’s Private Wealth Management team, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing manager-traded and model-traded SMA strategies, tax-management, and other investment approaches.

Lark Ramirez is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services for 19 years before joining Osaic in 2024. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs a variety of tools and strategies to construct diversified portfolios and supports legacy platform transitions and managed-account solutions.

Aaron Turner is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and a structured oversight process.

Timothy Kamin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 25 years. He is also involved in a non-investment-related business entity, DataAnnotation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Joel Heffington is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement recommendations through a centralized consulting team.

Denise Bondiman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various roles since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alena Gifford is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Redwing Financial, and St. Charles CPA. Her background also includes roles outside finance, such as working with Mayneland Farmstand and The Lighthouse Institute. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services supported by a nationwide network of advisors.

Ryan Philo is a financial advisor at Edward Jones in Naperville, IL, holding CFP® and ChFC® designations with 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a managing member of an LLC involved in commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Juan Gaytan is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work history includes roles at Edward Jones, Oportun, and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is the owner of Gaytan Enterprise LLC, an inactive entity originally created to operate a beauty salon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Todd Graham is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Woodbury Financial Services, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns 5 Star Learning Ranch Inc., a non-investment-related business. 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, third-party asset management, and institutional platforms.

Robert Tardio is a financial advisor with OSAIC and holds the Series 66 designation. He has 15 years of industry experience, including roles at SagePoint Financial and OSAIC. In addition to advising, he is also licensed as an insurance agent, providing life, accident, health, property, and casualty insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services alongside multiple advisory platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include a broad array of investment products.