Michael Mcgavin is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and Harris Investor Services Inc. In addition to his advisory role, Mcgavin is licensed as an insurance agent specializing in fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party investment managers, employing various tools and platforms to create diversified investment portfolios.

Scott Welling is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and previously worked at Topco Associates LLC and Hire Excellence. He is also a life insurance producer and financial consultant at Covenant Financial, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through its extensive network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and third-party platforms to manage portfolios across various asset classes and investment restrictions.

Lorilyn Prestidge Davtian is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, with prior experience at Can Font, Brix Tavern, and Southern Hospitality. Outside of her advisory role, she serves on the board of Maayan School and is involved in retail sales and vacation rental operations through ALG Global Solutions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax strategies. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Cox IV is a financial advisor with Wells Fargo Advisors in St Charles, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at GWM Advisors, LLC, LPL Financial, LLC, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Brian Soczka is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alex Lima is a financial advisor with Charles Schwab, holding a Series 66 license and one year of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch, and he serves as a Corporal and Fire Team Leader in the United States Marine Corps, where he coaches as a Combat Marksman. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and a multi-asset investment approach supported by centralized custody and trading infrastructure.

Anthony Malano is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SagePoint Financial Inc. and Mid America Financial Group. In addition to his advisory role, he is involved in the fixed life and annuity business as a life insurance agent and assists with licensing and product support at Mid America Financial Group. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers.

Brian Ohlinger is a financial advisor with Ameriprise in De Kalb, Illinois, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Finance Advisory Committee for the City of DeKalb, providing input on municipal budgets and financial planning. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations, primarily for clients with significant investable assets. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Jones is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He has worked at Baird since 2017 and previously spent 13 years at TransWare Enterprises Inc. Outside of his advisory role, Jones is involved as an employee in tax preparation at American Midwest Tax & Accounting. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing a range of strategies, including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Joanne Allessi is a financial advisor at Morgan Stanley in Geneva, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models.

Mark Hilde is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Susan Hills is a financial advisor at Stifel with 22 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory role, she serves as a board member and treasurer for Just Giants Rescue Inc., an organization that rescues giant breed dogs, and works as a co-trustee of non-family trusts. She is also involved with Melaleuca as a consumer direct marketer. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Ignacio Guerrero is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at several notable firms, including BMO Harris Financial Advisors, J.P. Morgan Securities, and Citigroup Global Markets. Guerrero also operates a DBA related to his LPL business under the name BMO Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by advanced advisor-facing tools and oversight of substantial discretionary assets.

Ryan Skibinski is a financial advisor at Edward Jones in St. Charles, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James Financial Services and Amsted Rail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Paul Caputo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at BMO Bank, N.A., The Prudential Insurance Company of America, and Mutual of Omaha Investor Services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Kenneth Norkus is a financial advisor with LPL Financial in Wheaton, IL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked with several mortgage companies, including Great Mortgage Company and Celebrity Home Loans. He is also involved with Great Mortgage Company outside of his advisory role. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Madden is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameriprise in various capacities since 2009. Madden is also the owner of Kevin J. Madden, Inc., a business involved in managing his Ameriprise activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Gina Ward is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers oversight for sub-advisers while addressing conflicts of interest.

Daniel Savas is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has held roles at Raymond James Financial Services, Inc. since 2004. Outside of his advisory work, he is a co-owner of Savas Sweet Spoonfuls LLC, which operates a Menchie's Frozen Yogurt franchise managed by his spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporate and institutional investors, and charitable organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports both advisory programs and institutional portfolio management.