Thomas Solis is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 63 and Series 66 registrations and eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Outside the financial industry, he was involved with Allegrettis Ristorante for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research with an ESG eligibility framework.

Alec Gerlach is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He has developed his career within the same company, holding various roles including Investment Consultant from 2024 to 2025, Planning Consultant from 2023 to 2024, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. In his current role, Alec partners with clients to build financial plans aimed at helping them achieve their life goals. He focuses on ensuring that clients not only understand and feel confident in their financial plans, but also feel secure about their future.

Daniel Novosel is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. He previously worked at Merrill Lynch and UBS Financial Services before joining Edward Jones in 2026. 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 manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alec Leasure is a financial advisor at Osaic Wealth Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise and NorthRock Partners. Outside of his advisory role, he has experience in real estate ownership unrelated to investing. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by technology and a complex affiliate network.

Heather Ziron is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously spent five years with Wells Fargo Clearing. 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 various advisory programs tailored to clients’ risk profiles and uses a combination of in-house and third-party investment managers to implement portfolio strategies.

Peter Wilmot is a CFP® and ChFC® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. His prior experience includes roles at Opus Wealth Partners, LLC, MSI Financial Services, Inc., and Waterstone Financial Group, Inc. Outside of his advisory role, he is involved with PWA Tax Services, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with various investment approaches including proprietary and third-party model portfolios, and offers a broad suite of financial and non-advisory services.

Katie Millar is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. She previously worked at Wells Fargo Advisors for nine years. Millar serves on several nonprofit boards, including the Gridiron Greats Assistance Fund, the Children's Advocacy Center Foundation, and GRIT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets through a range of advisory, brokerage, and insurance solutions.

Jocelyn Herrera is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. Prior to joining Fidelity, she worked at Kristian Navarro Insurance and Financial Services Inc and completed an externship at Amplified Planning. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Michael Furness is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has over a decade of experience with LFK Group LLC. In addition to his advisory role, he assists as a portfolio manager for Horse Cove Partners, providing back-office support for daily trading processes. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and has over $256 billion in assets under management.

Clare Nawrocki is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. Prior to joining Cambridge in 2025, she worked at Equitable Advisors and Axa Advisors. She serves as treasurer for a political campaign in Illinois. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platforms.

Fitzgerald Atwater is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations within eligible strategies.

Katarzyna Kot is a financial advisor with LPL Financial based in Bridgeview, Illinois. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Polish & Slavic Federal Credit Union, State Farm Investment Management Corp, and Erik Nelson's Insurance Agency. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Kyle Cavanaugh is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following five years at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and analytics, managing approximately $2.74 trillion in client assets.

Siara Spaulding is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. Her work history includes roles at Fidelity Investments, J.P. Morgan Securities, and Thrivent Investment Management Inc. She has also held positions outside finance at Gap Inc. and Banana Republic. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Alexander Wyatt is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon, Charles Schwab, and served five years in the United States Marine Corps. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Margaret Mahoney is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019, following three years at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ledion Isufi is a financial advisor with LPL Financial in Darien, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a commissioned insurance agent and also serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various allocation approaches.

Adam Beierle is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with firms including Nestlehut Financial Services and SSN Advisory. Outside of advising, he manages Beierle Holdings LLC, a business focused on expense management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by affiliated and third-party managers.

Mark Nawrocki is a ChFC® designated advisor with 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, following previous roles at Brooklight Place Securities, LPL Financial, and Waterstone Financial Group. Nawrocki is also the owner of separate fixed insurance sales and accounting businesses. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms and custodians.