Bryce Martin is a Financial Consultant at Fidelity Investments, where he has been serving since 2015. He has over 12 years of experience in the financial services industry, having previously worked as a Financial Advisor at The Heartland Group from 2013 to 2015, Edward Jones from 2011 to 2013, and as a Financial Representative at TD Waterhouse from 2000 to 2001. Bryce specializes in wealth planning and assisting clients in developing, implementing, and maintaining customized financial plans. He is dedicated to helping his clients and their families pursue their financial goals and maintain confidence regardless of market conditions. Bryce values Fidelity's brand of dedication and integrity, which align with his own professional principles. Outside of his professional work, Bryce enjoys art, family activities, golf, movies, music, and skiing.

Eric Salek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. The firm provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. Wells Fargo Clearing’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jackie Emerick is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016. Prior to that, she was involved with 4 Hermanos LLC for one year. 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 to guide investment recommendations.

Richard Reilley is a financial advisor with Edward Jones in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2015. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Christina Sievers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at J.P. Morgan Securities since 2016 in various capacities and serves as a Township Trustee for Homer Township. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence in its investment approach.

Patricia Paulik is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 35 years of industry experience. Her prior roles include positions at Heartland Bank, Sanctuary Securities, Merrill, Banc of America Investment Services, and LaSalle Financial Services. She is involved in managing a strategic planning services business unrelated to investments. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Belinda Castellanos is a financial advisor at Morgan Stanley with 18 years of industry experience. She has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Fifth Third Securities from 2002 to 2021. Castellanos holds the Series 66 designation and is based in Orland Park, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning utilizing firm-approved tools and methodologies.

Matthew Bish is a financial advisor with Edward Jones in Oswego, Illinois. He holds a Series 66 designation and has 15 years of industry experience, having been with Edward Jones since 2010. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brett Efimov is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2013. Outside of advising, he owns and operates a CPA firm and serves as president of a company providing credit card processing services. He is also a member of the Illinois CPA Society’s membership committee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes access to affiliated and third-party managers.

Daniel Mc Hugh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Vaunt Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its large national advisor network and affiliated capabilities, including a trust company and proprietary mutual funds.

Cataldo Panici is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously worked at Wayne Hummer Investments and Banc of America Investment Services, among other firms. Outside of his advisory role, he is involved with Wintrust Wealth Management in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services supported by a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Bartz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at LPL Financial since 2011 and previously spent four years at Edward Jones. Bartz is also a non-variable insurance advisor affiliated with Optimus Producer Partners and Pacific Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolio programs and third-party asset management, supported by research and technology tools for investment professionals.

Christopher Jackson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, FifthThird Bank, and Lincoln Investment Planning, Inc. His other business activities include fixed and life insurance through Financial Identity Advisors and JBC Companies. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a multi-manager platform with various portfolio management options and financial planning services.

George Mannella II is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 17 years. He is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Basit Adhami is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various divisions within JPMorgan Chase since 2015. 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 applying an ESG eligibility framework in its investment recommendations.

Benjamin Johnson is a CFP®-credentialed financial advisor with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of services on a non-discretionary basis.

James Burke is a CFP® and holds the Series 66 designation. He has 14 years of industry experience, all with Edward Jones, where he has worked since 2012. He is based in Darien, Illinois. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Erik Johnson is a financial advisor with Edelman Financial Engines in Mokena, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios while supporting a large client base through advisor-led and online platforms. The firm is notable for its scale, offering discretionary and non-discretionary programs, employer-facing retirement plan consulting, and a Wrap Fee Program alongside affiliate services.

David Breese is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He has been with Edward Jones in Aurora, IL since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment services through a large network of financial advisors and branch offices.

Nicholas Tyrell is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.