Richard Casolari is a financial advisor at Cetera with over 50 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Voya Financial Advisors and ownership of Advanced Financial Concepts, LLC. He is also a vice president and owner of Executive Motivation, Inc. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Taylor Depenaloza is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Prior to joining Morgan Stanley in 2025, Taylor spent 11 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Wayne Johnson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations and joined Edward Jones in 2024. Prior to his current role, he worked at firms including Scent Air Corporation and Pacific Life Insurance Company. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers a variety of advisory strategies and investment options, supported by a large national network of financial advisors and branch offices.

Jeffrey Oprondek is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2026, he worked for Stifel Independent Advisors, LLC for 21 years and STIFEL for 2 years. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, incorporating discretionary strategies and third-party manager selection.

Christopher Ashe is a ChFC® and Series 66 holder with 18 years of industry experience, currently serving at Equitable Advisors since 2008. He previously worked with Axa Advisors, LLC and has operated Brian Ashe & Associates since 2004. In addition to his advisory role, he is a voluntary board member of Walden Clearing Manors HOA and serves as executor and trustee for his parents’ estates. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a broad client base including individuals, corporations, and charitable organizations. The firm employs a variety of advisory models and partner programs to deliver customized investment solutions.

John Keener III is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at FSC Securities Corp and MSI Financial Services, Inc. He also operates a non-variable insurance business under Wall Street Wealth Management. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, employing both discretionary and non-discretionary strategies.

Robert De Young is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at White Castle System, Inc. for over four decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Yvette Kendall is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2018 and 2023, and spent twenty years at Northern Trust from 1998 to 2018. Outside of her advisory role, she is involved as a travel agent with Inteletravel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Casey Adams is a CFP® certified financial advisor at Ameriprise with 10 years of industry experience. Prior to joining Ameriprise in 2023, he worked for Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Ninth Avenue LLC, where he also provides financial advising services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that includes a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Huckleby is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wintrust Bank, Fifth Third Securities, U.S. Bancorp Investments, Bank of America, Merrill Lynch, and JPMorgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Yancey Bady is a financial advisor with Primerica Advisors based in Chicago, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Primerica Financial Services since 1995 and is also affiliated with PFS Investments Inc. and YTB Consulting. Outside of traditional advisory roles, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

De Borah Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 38 years of industry experience. Her career includes long tenures at Waddell & Reed, INC. and various insurance carriers, as well as operating Gant Enterprises Inc. She is based in Matteson, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, including financial planning and access to third-party asset management.

Daniel Lombardi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as the primary advisor for his clients, working to understand their financial situations and objectives to develop realistic, personalized plans aimed at achieving their financial goals. His approach focuses on collaboration to create strategies centered around the client's life priorities, family, goals, and aspirations. With a career in financial services beginning in 2000, Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He graduated from Elmhurst College with a bachelor's degree in Finance. Daniel specializes in family wealth management strategies, managing new wealth, and retirement income. In addition to his professional role, Daniel participates in community volunteering, reflecting the Merrill tradition of community involvement. His personal interests include fishing, golfing, hiking, music, reading, running, spending time with his family, tennis, and traveling.

Lukas Bergstrom is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked previously with BMO HARRIS Bank, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he has been involved with 4 Star Casting. 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 through a large network of representatives, utilizing both proprietary and third-party investment strategies across various platforms.

Timothy Mc George is a financial advisor with Ameriprise in Tinley Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored for individuals approaching or in retirement. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Scalzitti is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993, totaling 33 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Tiondra Purnell is a Series 66-licensed financial advisor with Edward Jones in Homewood, IL, and has three years of industry experience. Prior to joining Edward Jones in 2023, she worked at DuPage Credit Union and Onemain Financial. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and maintains a large nationwide network of advisors and branch offices.

Sophia Purcell is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Everspring Inc and TWO MEN AND A TRUCK. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm utilizes a range of portfolio management strategies and combines internal research and technology, including artificial intelligence, to support its advisory services.

Cameron Wheeler is a financial advisor with J.P. Morgan Securities based in Frankfort, IL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at Charles Schwab and Charles Schwab Bank from 2015 to 2018. 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 supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broad derivatives and commodities capabilities.

Jeremy Folk is a financial advisor at Ameriprise in Frankfort, Illinois, holding a Series 66 designation with 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he has a non-investment-related interest in land ownership in Lake Carroll, Illinois. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written retirement income recommendations delivered by a centralized consulting team in partnership with financial advisors.