Ranjeet Rai is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2019 and has prior experience at Bank of America, Merrill, and involvement with local school districts and the YMCA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Cameron Hubbard is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Cetera Advisor Networks LLC and has been involved with Exemplar FN for over 16 years. Outside of advising, he serves as a city council member and holds nonprofit board roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brad Herman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at BMO Bank NA, Mutual Securities, Inc., and Investacorp Inc. He also serves as a director at BMO Bank NA. 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, model portfolios, third-party asset management, and institutional platforms.

Nadine Haufe is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses as part of its advisory process.

Jeremiah Hare is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has held his current position since 2016 and briefly worked at Walmart the same year. He holds Series 63 and Series 66 licenses. 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 applies an ESG eligibility framework in its recommendations.

Christal Vargas is a CFP® professional with eight years of experience in the financial services industry. She is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services, Dew Wealth Management, and Private Advisor Group, among other firms. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients, offering a broad range of investment and financial planning services including retirement, education, and risk planning. Advisors utilize Wells Fargo research and planning tools to develop tailored recommendations, with implementation options available through brokerage or advisory programs.

Frank Mccabe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. He is based in Barrington, IL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Andrew Henderson is an advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC, JPMorgan Chase Bank, N.A., and various sports-related organizations such as the Chicago Cubs and Cornell University Athletics. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Norbert Filian is a financial advisor with Equitable Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented by third-party managers and offers various investment solutions without sponsoring its own wrap fee program.

Chase Gauthier is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple Cetera entities and previously worked at Oppenheimer Funds and Morningstar Inc. Since 2023, he has operated a financial services DBA, Gauthier Wealth Partners. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors.

Erik Gullickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he is involved in tax preparation through two businesses and serves as the Chair of the Finance Committee and a Board Member for The Conservation Foundation, a nonprofit focused on land and water conservation in northern Illinois. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs fact-finding, risk profiling, and modeling tools to deliver tailored, non-discretionary planning and consulting.

Mark Mascharka is a financial advisor with J.P. Morgan Securities in Cary, Illinois, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joseph Nabozny is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera Wealth Services, LLC, serving clients for a combined 20 years before joining LPL Financial in 2018. Outside of his advisory role, he is involved in a tax preparation and accounting business, Exemplar Accounting & Tax, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment management services to individuals, institutions, and retirement plan participants through a large network of advisors. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supporting discretionary and non-discretionary strategies with various operational and research tools.

Mario Caprio is a financial advisor at Edward Jones with a Series 66 designation. He has experience working at Edward Jones since 2025, following prior roles at Sliccily Pizza Pub, Millennium Trust Company/Inspira Financial, and Forest Park Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Amy Stratford is a Series 66 licensed financial advisor with Merrill, based in Deer Park, IL. She has 24 years of industry experience and has been with Merrill Lynch since 2001. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Treichler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at TIAA CREF Individual & Institutional Services, Wells Fargo Bank, and PNC Investments. Treichler is based in Gurnee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including household and corporate accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Patrick Louise is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as the Athletic Director at St. Mary Catholic School in Woodstock, Illinois, where his son attends. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting customized strategies with a combination of proprietary research and third-party resources.

Amir Rahimi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Richard Gnivecki is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliates since 1994. In addition to his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield Illinois. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to deliver tailored, non-discretionary advice through a centralized consulting team.

Brock Allen is a financial advisor with Edward Jones in Lake Zurich, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.