Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Mallett is a financial advisor at Cetera with Series 63 and Series 65 licenses. He has prior experience at Accenture, Ernst & Young, Betterment, and Morningstar Investment Management. Mallett has been with Cetera and affiliated entities since 2025. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

Maria Delre is a financial advisor with Osaic Wealth, Inc., holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. Her prior work includes positions at Royal Alliance Associates, Inc. and LPL Financial, LLC. She is also involved in tax preparation and accounting services through her ownership of Delre & Associates, Inc. Osaic Wealth serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, and self-employment as a referee with the U.S. Soccer Federation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Charles Poindexter II is a financial advisor at Osaic Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors and Woodbury Financial Services. He is also involved with Northpoint Financial Group in a marketing capacity. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Richard Osty is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, Osty serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. 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 through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Logan Watta is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Stockton Wealth Management and Bush Wookies. Outside of his advisory role, he is a co-owner of 7 Seas Caps, where he manages social media and oversees distribution and shipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Brian Hynes is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc. Outside of his advisory role, Hynes is a head basketball coach at Marist High School and a professor of finance and accounting at Moraine Valley College. He also serves on the board of a charitable foundation focused on raising funds for cancer research. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services using a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Kyle Van Hecke is a financial advisor with Wells Fargo Advisors based in Mokena, Illinois. He holds the Series 66 designation and has seven years of industry experience, including six years with Wells Fargo Clearing and four years at Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in investment-related firms KVH Partners, LLC and Vansolten LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Ganita Young is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Primerica Advisors since 2018. Outside of her advisory role, Young is involved in several business activities, including tax preparation, sales, and business consulting through her ownership of Local Business Logistics & Solutions, LLC. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Les Hunzinger is a CFP® professional with 33 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2023, and previously spent several years with Royal Alliance Associates. Hunzinger also owns Hunzinger & Co., where he provides tax and accounting services to investment clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, combining proprietary asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

Karyn Mitrano is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior roles include nine years at Morgan Stanley and five years at Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Keith Davison is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for Rebuilding Together - Duneland and acts as their Fundraising Chairman. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Wurster is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has over 25 years of experience in wealth and investment strategies, focusing on helping clients plan for their futures. Prior to his current role, he served as Vice President and Branch Leader at Fidelity Investments from 2019 to 2022. His professional background includes roles such as Vice President and Sales Desk Manager at Goldman Sachs & Co from 2015 to 2019, Regional Consultant at Goldman Sachs & Co from 2012 to 2015, Financial Advisor at PNC Bank from 2011 to 2012, Financial Advisor at Morgan Stanley from 2005 to 2011, and Client Service Associate at JP Morgan from 2000 to 2005. Christopher emphasizes listening to client needs and educating them on available financial tools, aiming to provide a responsive and attentive client experience.

Russell Fratto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and seven years of industry experience. He has previously worked with BMO Bank NA and BMO Harris Bank NA. 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, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Matthew Nawrocki is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior roles include positions at Guggenheim Funds Distributors, LLC, Royal Alliance Associates, Inc., and Alt Fund Distributors. Nawrocki also serves as a consultant to Bell & Associates and NobleMark Financial Strategies, assisting with investment models and market research. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools, risk questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Sean Jones is a Financial Consultant currently working with Fidelity Investments. He has been in this role since 2024, having previously served as an Investment Consultant at Fidelity Investments earlier the same year. Prior to joining Fidelity Investments, Sean worked as a Financial Advisor at Northwestern Mutual from 2021 to 2024. Sean's professional experience spans financial consulting and investment advising, where he collaborates with clients to navigate financial decisions. He emphasizes teamwork with clients to address their financial needs and goals. Outside of his professional work, Sean has interests in baseball, fitness, football, golf, and traveling.

Jennifer Cousart is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Axelon, and RoundPoint Mortgage Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Delestowicz is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Empathy Claims, Megent Financial, Cetera Advisors, and the Orland Fire Protection District. He is also involved with Delestowicz Financial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Carol Steele is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2018. Prior to this, she spent 15 years at Invest Financial Corporation and has a concurrent role as First Vice President at Marquette National Bank, where she oversees retail banking and the wealth management program. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.