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.

Vicky Katwala is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Hans Herr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

John Zandstra is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and JP Morgan in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Daniel Guerrero is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Zackery Kuster is a CFP® professional with eight years of industry experience, currently advising clients at Edward Jones in New Lenox, IL. He has been with Edward Jones since 2016 and previously worked with the University of Illinois Horticulture Department from 2015 to 2017. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Glenn Kubiak is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He is also president and owner of Kubiak & Kubiak Ltd, a CPA firm specializing in tax and bookkeeping services. Kubiak has operated his own wealth management firm since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and model portfolios, supporting a wide range of investment strategies under discretionary and non-discretionary authorities.

Stuart Hicks is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Jones Lang LaSalle and Innovation Consulting Community. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees sub-advisers while maintaining governance procedures.

Scot Turvey is a CFP® professional with 20 years of industry experience. He is currently with LPL Financial and was previously with J.P. Morgan Securities for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management options.

Shanice Howard is a financial advisor at Thrivent Investment Management with a Series 66 credential and approximately one year of industry experience. Her prior roles include positions at Northern Trust Asset Management, Guggenheim Investments, and LPL Enterprise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning and managed-account services while maintaining them separately.

Mark Lindbloom is a financial advisor with LPL Financial in Evergreen Park, IL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jake Gaines is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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 delivers its advisory services alongside brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision authority.

Melissa Uylaki is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2011. 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.

Gene Becker is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and related entities since 2009. Becker has ownership stakes in several investment-related businesses, including MANBECK PARTNERS, INNOVATIVE RETIREMENT ASSOCIATES LLC, and GB PARTNERS LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.