Kanita Ganic is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and previously worked at Triad Financial Services, Inc. and Dillard's. Her career also includes time at the University of North Florida. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kurt Lindemann is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory work, he owns a personal website dedicated to the Dave Matthews Band where he posts photos and blogs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning tools that incorporate market assumptions and scenario modeling.

Monika Peroustiyski is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. Monika is based in Naperville, IL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

Michael Klover is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has two years of industry experience. He has been associated with Cetera and its affiliated entities since 2023 and operates Klover & Co, a CPA practice providing tax return preparation and bookkeeping services. He has worked with the Channahon Park District since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Donald Hopp is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Avantax Investment Services and Hopp Wealth Management. He serves as a board member and co-trustee of the Florence B & Cornelia A Palmer Foundation. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program options tailored to individual and institutional clients.

Melissa Eul is a financial advisor with LPL Financial in Frankfort, IL, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2013. 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 portfolio programs, third-party asset management, and institutional platforms, with a broad network of investment adviser representatives.

Jocelin Paredes is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at Bank of America and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting model portfolios across a broad investable universe.

Michael Kusay is a financial advisor with LPL Financial who holds a Series 63 designation and has 38 years of industry experience. He has been with LPL Financial since 1994 and operates Kusay Financial Services, which provides accounting, bookkeeping, and tax preparation services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Lester Koryczan is a CFP® professional with 40 years of experience in the financial industry. He is currently with OSAIC, having joined in 2023 after a 30-year tenure at FSC Securities Corporation. Koryczan serves as Treasurer and Investment Committee member for the UCP Seguin Foundation, a nonprofit organization. He also owns a CPA practice focused on individual and estate tax returns and operates a business selling fixed annuities and insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments, with capabilities for discretionary and advisor-managed strategies alongside third-party manager selections.

Mark Stevenson is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services INC and LPL Financial. Outside of advising, he streams video games on Twitch as a recreational activity. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Cody Donati currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for long-term financial well-being. Cody's professional experience spans over a decade in the financial services industry. Prior to his current role, he was Team Leader and Investment Manager Consultant at Fidelity Investments from 2021 to 2026, and before that he worked as a Financial Consultant at the same company from 2016 to 2021. His career also includes roles as a Financial Adviser at PNC Investments from 2013 to 2016, Financial Adviser at Edward Jones from 2011 to 2013, and a Branch Intern at Scottrade from 2010 to 2011. Outside of his professional work, Cody's personal interests include cooking, baking, fishing, and traveling.

Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Bank, The Huntington National Bank, and Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Rimkus is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Frank Szafranski is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Szafranski serves on the Board of Directors for the Darien Study Center. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Sheila Mc Farland is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameriprise since 2018 and previously held roles with various insurance carriers and firms including Waddell & Reed. Outside of her advisory role, she is involved with Ninth Ave LLC as a client service manager. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide non-discretionary, tax-efficient withdrawal recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Timothy Holubik is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Megent Financial, Lincoln Financial Advisors, and World Financial Group. Outside of financial services, he serves as a firefighter and EMT with the Chicago Fire Department. 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 multi-manager platform with various investment program options and reported over $256 billion in assets under management.

Colleen Barry is a financial advisor at Cetera with Series 65 and Series 63 licenses and no prior industry experience. Before joining Cetera, she held various roles outside the financial sector, including positions in education and retail. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment management and financial planning services, employing a multi-manager platform with access to both affiliated and third-party strategies.

Michael Flores is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Marcos Alvarado is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Peter Babich is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial for 25 years. In addition to his advisory work, he is a notary who occasionally provides this service to clients. 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 variety of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a broad range of financial products.