Emma Bledsoe is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019 and was previously employed by Edward Jones from 2017 to 2019. Outside of her advisor role, she serves as an investment executive at Megent Financial, assisting advisors with client needs. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Jacob Mudde is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dimitris Perivoliotis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he was involved with Eggs Inc Cafe for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Steven Galminas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Cambridge since 2009 and also serves as president of SG Financial, where he is involved in fixed insurance and annuity sales. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Nicholas Corcoran is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and currently serves as a registered assistant at Megent Financial, assisting advisors with client accounts. Corcoran has been affiliated with Cetera and its related entities since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Shane Kreifel 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 worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Joseph Purpura Jr. is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Financial Services since 1991 and with PFS Investments Inc. since 1983. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Gibbons is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. He has worked at RBC Capital Markets since 2020 following his studies at Northern Illinois University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated financial services.

Brian Ullrich is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Royal Alliance since 2012. He is also the owner of Ullrich Brokerage, Ltd., serving the employee benefits marketplace and some individual insurance clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm uses various tools and platforms to construct portfolios that include a range of asset classes and supports both discretionary and non-discretionary account management.

Mateusz Kosiek is a financial advisor with J.P. Morgan Securities LLC who holds Series 63 and Series 65 licenses and has nine years of industry experience. His work history includes roles at Jpmorgan Chase Bank, Taylor Trust, Cetera Investment Services, and Foresters Financial Services. 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 when recommending strategies.

Pamela Hollinger is a financial advisor at Cetera with 41 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her career includes roles at Marquette Bank since 2010, Invest Financial Corp. from 2010 to 2018, and Citizens Securities, Inc. from 2006 to 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Debra Baker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Sara Mc Grath is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for Valley View School District 365U for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Paul Sterk is a financial advisor with LPL Financial in Alsip, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at First Midwest Bank and Old National Bank. 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 model portfolios, third-party subadvisors, and various technologies to support client strategies.

Richard Jadron is a financial advisor at Thrivent Investment Management in Downers Grove, IL. He holds a Series 66 designation and began his career in the financial services industry in 2026. His prior work experience includes positions at several financial institutions, including Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics, with options to combine planning services with managed accounts under a consolidated billing arrangement.

Logan Simios is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Megent Financial. Outside of his advisory role, he owns and manages J. Krug & Associates, a risk assurance and insurance sales business, and serves as treasurer for the Greater Wheeling Area Chamber of Commerce & Industry. 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 range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios with various program structures and custodial arrangements.

Thomas Duffner is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Before joining OSAIC in 2024, he spent 18 years at Woodbury Financial Services. Duffner is also the owner of Health Benefits Consultants, Inc., which provides group health insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of investment advisory and brokerage services through a large network of affiliated advisers and multiple advisory platforms.

Mary Jo Ardizzone is a financial advisor at Edward Jones with 19 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2007. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Don Barnes is a financial advisor with Cetera in Burr Ridge, IL, holding CFP® and Series 63 credentials and 38 years of industry experience. He also owns Don W. Barnes, CPA PC, a tax preparation and accounting business. Barnes has worked with Cetera and its affiliated entities since 1988 and founded Cornerstone Advisers, LLC in 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, charitable, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with diverse program options and more than $256 billion in assets under management.

James Ferguson is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Ferguson also maintains an estate investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.