James Cotter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His background includes roles at Woodbury Financial Services, Farmers Financial Solutions, and Farmers, alongside a long-standing service as a fire engineer and emergency medical technician with the Chicago Fire Department. He also operates a financial services business under the name Megent Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, supporting a mix of discretionary and non-discretionary account management.

Brett Spears is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include work with Heels4Life NIL Collective and UNC Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm oversees model portfolios and serves in advisory roles for multiple registered investment companies.

Francis Guillen Diaz is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he worked at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Client Relationship Advocate from 2022 to 2024. His earlier experience includes roles as a Retirement Planning Associate at Zenith Retirement Planning and as a Retirement Planning Intern at Oxley Capital Management, both in 2021. Francis focuses on partnering with clients to understand their goals and develop financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, aiming to maintain a deep level of trust. Outside of his professional work, Francis has interests in gardening, reading, running, sailing, singing, and traveling.

Jonathan Licea is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Fifth Third Bank and several educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Andrew Perry is a Financial Consultant currently working with Fidelity Investments since 2024. He has a background in providing financial planning, coaching, and education to help clients achieve their financial goals. His experience includes roles at Fidelity Investments as a Planning Consultant from 2022 to 2024 and a Client Management Representative from 2021 to 2022. Prior to that, he worked at Bank of America Merrill as a Financial Solutions Advisor from 2019 to 2021 and as a Life Services Relationship Consultant from 2017 to 2019. Outside of his professional career, Andrew has interests in board games, comedy, cooking and baking, fitness, and hiking.

Joshua Powell is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in technology and software roles at companies including InRule Technology, Inc. and Pegasystems Inc. Powell also owns a technology and software business, Solutions Connect Group LLC. 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 national network of financial advisors and branch offices.

Eric Mcdowell is a financial advisor with LPL Financial in Evergreen Park, IL, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers associated with W&R insurance agencies. Mcdowell also works as a non-variable insurance agent through LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and multiple investment strategies.

Thomas Rehagen is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Linda Boland is a Series 66-credentialed financial advisor with Morgan Stanley in Orland Park, IL, where she has worked since 2014. She has 12 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Glenn Israel is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2022, following 13 years at Edward Jones. Outside of his advisory role, he is the CEO and branch owner of GFI Wealth Partners. 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 offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Mcneely is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients. The firm offers tailored financial planning using structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Michael Mccann is a financial advisor with Ameriprise in Palos Heights, IL, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he teaches investment courses at the University of St Francis. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Maribel Kerstein is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC for nine years before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a mix of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Sarah Udolph is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide array of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Lisa Franklin is a financial advisor with LPL Financial in Lansing, Illinois, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP, since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from in-house and third-party sources.

Ivan Palomares is a financial advisor at Edward Jones in Palos Hills, IL, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent eleven years with Fay Servicing LLC. Outside of advising, he is a rental property owner in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Pamela Bettenhausen is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She is a partner at Strategize Wealth Management Group Inc., where she is involved in training and mentoring independent professionals and serves on the board. Additionally, she owns Strategize Home Solutions LLC, a referral marketing business focused on mortgages. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a variety of investment strategies across discretionary and non-discretionary programs, supporting both high-net-worth and non-high-net-worth clients.

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.