Patrick Cisko is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at TD Ameritrade and TCF Bank and serves as a firefighter for the City of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Geoffrey Peterson is a financial advisor with LPL Financial in Mokena, Illinois, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Rincker Investments LLC and Waddell & Reed, Inc., as well as operating as a Notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios from multiple sources to support diversified investment strategies.

Michael Kordas is a financial advisor with Cetera in Frankfort, IL, holding a Series 66 designation and 10 years of industry experience. He has been associated with Cetera and its related entities since 2020 and also owns Nestlehut Financial Services, LLC, which provides financial services. Additionally, he manages Kordas Holdings, LLC, an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes access to affiliated and unaffiliated third-party managers.

Matthew Troutman is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Renee Raymond is a financial advisor with Ameriprise in Mokena, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She previously worked at Wunderlich Securities, Inc. from 2014 to 2018 before joining Ameriprise Financial Services Inc. in 2018. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored, non-discretionary advice primarily for assets managed within Ameriprise.

Michael Charnot is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various firms including Avantax Advisory Services and Honkamp, P.C., and maintains a role as Office Assistant at Strategize Wealth Management Group, where he supports client meeting preparation and proposal creation. He also prepares tax returns through Strategize Tax LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers, and supports diverse program structures with ongoing supervision and client reviews.

Thomas Van Dellen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Waddell & Reed Inc. Outside of his financial career, he serves as president of the Kiwanis Club of Frankfort and vice president of the Frankfort Chamber of Commerce, and he has worked as a basketball official since 1993. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs and portfolio management options, supporting more than 10,000 advisors and overseeing over $256 billion in assets.

Kelly Friebele is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bofa Securities, Inc. Friebele has been with Merrill since 2019 and previously from 2001 to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Szulc is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also owns Find More, Inc., an online sales business specializing in merchandise such as toys and collectibles. 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.

Jeffry Kraus is a financial advisor with LPL Financial in Western Springs, IL, holding Series 63 and Series 66 designations and having 38 years of industry experience. He previously worked for Wayne Hummer Investments L.L.C. for 35 years. Outside of his advisory role, he is involved with Fairbanks Farm, LLC, a farming business based in Long Grove, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Maureen Walsh is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2014. In this role, she partners with clients and their Wealth Management Advisors to develop and implement personalized wealth plans designed for growth, preservation, and transfer of wealth. She has extensive experience in the financial services industry, having worked in various roles since 1988. Her previous positions include Relationship Manager at Fidelity Investments from 2007 to 2014, Senior Financial Associate at AG Edwards from 2005 to 2007, Client Relationship Associate at William Blair & Company from 1993 to 2005, Client Relationship Associate at Gruntal & Company from 1991 to 1993, and Institutional Municipal Bond Trading Assistant at Mesirow Financial from 1988 to 1990.

Alexandra Moran is a Series 66-registered financial advisor with Ameriprise Financial Services, LLC, bringing 20 years of industry experience. She has worked at Ameriprise since 2008, with prior experience at FIFTH THIRD SECURITIES, Inc. and Merrill. Outside of advising, she is involved in equestrian activities, including coaching the Purdue Calumet Hunt Seat Team, teaching horseback riding lessons, and consulting on equine facilities through her business, Boulder Ridge Equine. She also teaches as a clinical professor at Purdue University Northwest and has written a forthcoming nonfiction book. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients approaching or in retirement with written retirement-income plans and ongoing advice based on proprietary research and tax-aware strategies.

Michael Rhodes is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Rhodes holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology from its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning typically on an episodic basis.

Brian Rincker is a CFP® with 19 years of industry experience currently with LPL Financial since 2021. His prior experience includes roles at Waddell & Reed Inc., various insurance carriers, and managing his own entities, Rincker Investments LLC and Brian Rincker Notary Public. He has also served as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various portfolio management strategies and research resources.

Christopher James is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at RBCN James Incorporated and Waddell & Reed Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kenneth Kolnicki is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 41 years of industry experience. He has worked at Cetera since 1995 and is also involved in several accounting and financial service businesses, including serving as president of KPW TECH, Inc. and KJK CPA, Ltd, providing computer consultation and CPA services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to a multi-manager platform featuring both affiliated and third-party managers.

Benjamin Garvey is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently works with JPMorgan Chase Bank, N.A. Additionally, Garvey owns N Visible Records, a music business involved in DJ services, artist management, and music production. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Ryan Penders is a financial advisor at RBC Capital Markets with six years of industry experience. He holds Series 66 and Series 65 credentials. His prior experience includes roles at Midwest Equity Mortgage, Premise Capital, Quasar Distributors, LLC, and Epsilon. 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 a range of advisory programs that provide portfolio management, financial planning, brokerage, and custody services tailored to clients' risk profiles and investment preferences.

Tyler Minetti is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2020 to 2022, and as a Licensed Personal Banker and Mortgage Loan Originator at Republic Bank of Chicago from 2017 to 2020. In his role as a Financial Consultant, Tyler focuses on simplifying financial plans and helping clients pursue their financial goals. He emphasizes building relationships based on trust and transparency and collaborates with clients to develop holistic financial plans.

Brian Anderson is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Anderson serves as a board member of the Timothy Christian Foundation, which supports the Timothy Christian School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning across various topics without discretionary trading authority or institutional portfolio management.