Grant Noble is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC in 2026, he worked at Guaranteed Rate for six years and held various roles at Capgemini America Inc. and The Ohio State University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Michael Mc Intyre is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Cetera Advisors LLC and Megent Financial. Outside of his advisory duties, he is involved with Delaware North Sportservice as a portable vendor. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Adam Underhill is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Shorewood, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment services under a fiduciary standard.

Kenneth Demarco is a financial advisor at Cetera with 32 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. for about a decade. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Peter Pashos Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services and Wells Fargo Advisors. LPL Financial is a national broker-dealer and 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, model portfolios, third-party asset management, and institutional platforms.

Timothy Hoag is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with six years of industry experience. He worked at Draper and Kramer, Inc. for 15 years before joining Edward Jones in 2019. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ane Mari Pintilie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing Services LLC during her career. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Ramaker is a CFP® professional affiliated with Edward Jones in Naperville, IL, with 18 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of over 23,000 financial advisors, offering discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Teresa Rivera is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her background includes roles at Bartolini's Restaurant & Catering, Tupperware, and various insurance carriers, alongside six years with Waddell & Reed Inc. She manages a business entity focused on tax and investment matters outside her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, integrating advanced tools for operational support.

Elizabeth Piloni is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Nicholas Taviani is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at New York Life and Hassett Commercial Moving & Storage, as well as teaching positions at Herrick Middle School and Downers Grove North High School. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial 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 in a centralized service delivered alongside its financial advisors.

Bryan Zic is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of advising, he is involved in web design and engages in real estate wholesaling. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships.

Thomas Northey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Before joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for a decade. Outside of financial advising, he is an account manager at Crown Lift Trucks, a forklift sales and service company, and is the owner of TMNA Wilwin Corp, which operates as an insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with a focus on both discretionary and non-discretionary investment solutions.

Kurt Berg is a financial advisor with Edward Jones in Frankfort, IL, holding Series 63 and Series 66 designations and having 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is involved in property investment through KWDB, LLC, where he manages lot purchases and facilitates home building and sales in collaboration with a family member. 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, supported by a large network of financial advisors and branch offices nationwide.

Thomas Hohbach is a financial advisor with Ameriprise in Frankfort, IL, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked at LaSalle St Investment Advisors LLC and Edward Jones. Outside of his advisory role, he is involved in golf course duties at Copper Canyon Golf Course. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written recommendations based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team that collaborates with clients' financial advisors.

Janice Brack is a financial advisor with Ameriprise in Palos Heights, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Wolf is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Rutkowski is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. He is also a registered advisor with The Lineage Group, operating a DBA investment-related business. 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 through various platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a range of asset classes.

Patrick Cisko is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at TD Ameritrade and TCF Bank and serves as a firefighter for the City of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Geoffrey Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and providing advisory services for 22 years. His prior experience includes roles at Rincker Investments LLC and Waddell & Reed, Inc. He has also operated as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of financial planning and investment management services delivered through a large network of investment adviser representatives.