Steven Swingler is a CFP® with five years of industry experience, currently advising clients through Cetera. His prior roles include positions at The Vanguard Group, Polaris Ventures, and TD Ameritrade. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering diversified portfolio management and financial planning services through a large nationwide network of independent advisors.

Kevin Wall is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Fsc Securities Corp from 2015 to 2019. Wall also has experience in independent fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, supported by in-house and third-party research and technology solutions.

Craig Lehmann is a financial advisor with Edward Jones in Woodridge, Illinois. He holds a Series 66 designation and has 14 years of industry experience, including 15 years with Edward Jones. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Brian Fahrner is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Midwest Bank and LPL Financial. He is based in Frankfort, IL. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities.

Larry Loving is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including prior roles at Protective Life and Waddell & Reed, Inc. In addition to his advisory work, he has maintained activities as an insurance agent focused on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Martin Durkan III is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his advisory roles, Durkan was employed by Interactive Brokers LLC and the City of Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform supporting various investment strategies and program structures.

Richard Panush is a Series 66-licensed advisor with Cetera, where he has worked since 2005, accumulating 28 years of industry experience. His career includes roles at Cetera Financial Specialists LLC since 1997 and leadership as president of Essington Sports Group Limited since 1996. In addition to his advisory work, he is actively involved in accounting and tax preparation and serves as a trustee for a family trust. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and operates a multi-manager platform that includes automated allocations, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through over 10,000 advisors.

Enailah Shaw is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Waddell & Reed, Inc. and United Investors Life Insurance Company. Outside of her advisory work, she serves as a marketing consultant for a nail salon and is the managing partner of D.D.E. Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both in-house and third-party providers.

Beau Gutierrez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66, 63, and 65 licenses and has worked previously at U.S. Bancorp Investments, BMO Harris Financial Advisors, and BMO Harris Bank. In addition to his advisory work, he is an owner and partner of The Chimney Hospitality LLC, an entertainment business. 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 support customized investment solutions.

Adam Robertson is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, based in Schererville, Indiana. He has 10 years of industry experience, including prior roles at IMI Precision Engineering, Panduit, Robertson Food Group, and Lanco Group of Companies. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brian Healy is a financial professional with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience with Midwest Equity and the Chicago Police Department. Outside of advisory work, he is also a mortgage loan originator at The Mortgage Exchange and a part owner of a short-term vacation rental business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Donald Sharko is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Prior to joining LPL Financial in 2022, he worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC for 11 years. He is also involved in selling fixed annuities as part of a non-variable insurance business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party sources.

Rana Musa is a Planning Consultant with experience in retirement planning, income planning, and investment planning. She has taken an active role in educating clients about these matters to support their financial goals. Rana's professional background includes roles as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Service Representative at Fidelity Investments from 2023 to 2024. Prior to that, she worked as a Relationship Manager at Bank of America from 2017 to 2021.

Haley Reiher is a Series 66-licensed financial advisor at Morgan Stanley in Orland Park, IL, with five years of industry experience. Before joining Morgan Stanley in 2020, she worked at Menards Inc. and Talbots. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and employer-sponsored financial planning agreements.

James Allen Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he earns residuals as an agent with Assured Partners for servicing property and casualty insurance contracts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a wide range of topics such as retirement, tax, and estate planning. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate advisory services.

David Alonzo is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021, as well as Harris Investor Services, Inc. since 2006. Outside of his advisory role, he serves as a board member on the Town of Munster Nominating Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Anthony Fulco is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his advisory role, he worked for eight years at Fox Valley Auto Group. Outside of his advisory work, he manages rental property in Downers Grove, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Faris Khan is a Financial Consultant at Fidelity Investments, where he has been providing guidance to clients since 2018. He specializes in retirement planning, investment strategy, consolidating assets, income protection, and wealth transfer. With 19 years of experience at Fidelity, he has held several roles including Investment Consultant, Private Client Specialist, Financial Representative, and currently serves as a Financial Consultant. Prior to joining Fidelity, Faris worked as an Investment Specialist at Deutsche Scudder Investments from 2002 to 2005. He has a total of 24 years of experience in the Financial Services industry. Faris holds a Bachelor's degree in Economics from the University of Minnesota. Outside of his professional career, Faris enjoys cars, family activities, reading, skiing, and traveling.

Theodore Glotzbach is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. He has operated a sole proprietorship focused on insurance sales since 2001. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, advisory services, and access to multiple third-party investment platforms.

Eric Garcia is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has three years of experience in the industry. Prior to his current role at Schwab, Garcia worked in the food service sector, including positions at Bento Cafe, Bonchon, Keke's Breakfast Cafe, and Sus-Hi Eatstation. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.