Bethany Mullen is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC and Weeks Financial Group. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Ronald Manso is a CFP®-designated financial advisor with over 41 years of industry experience. He is currently with Cetera and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, 1st Global Capital Corp., 1st Global Advisors Inc., and Securities America Advisors, Inc. He is president of RM Financial, Ltd and owner of Porte Brown Wealth Management, LLC, which provides financial services to clients. He also serves as a director of the John H & Ann G Rhodes Foundation, Inc., a scholarship foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

David Polimeros is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. His prior roles include work with Cetera Advisor Networks LLC and Financial Servicenter, a tax preparation and accounting business he is involved with alongside his advisory activities. 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 services, utilizing both proprietary and third-party strategies, and supports advisors with technology tools for operational and research functions.

Lindsey Lyons is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 securities licenses and is based in Naperville, IL. Lyons has been associated with Edward Jones since 2011. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Brandon Kanagy is a financial advisor at Fidelity with 29 years of industry experience. He has held various roles within Fidelity, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Kanagy holds Series 63 and Series 65 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Daniel Carroll is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has prior experience with Mutual of America Securities and Thrivent Investment Management. Outside of his advisory role, he serves as a committee member at Midlothian County Club. 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, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

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.

Brian Hayes is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Charles Schwab since 2017 and earlier positions at optionsXpress, Inc. and Wolverine Execution Services, LLC. Outside of his advisory work, he is a landlord of a rental property in his local neighborhood in Evergreen Park, IL. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advice and access to discretionary separately managed accounts within a large integrated platform.

Denise Pacione is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2002 and holds the Series 63 and Series 65 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Sanel Behlic is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 license and previously worked for Merrill Lynch and Bank of America from 2004 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

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.

Alan Reese is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm focuses on curated third-party asset managers and uses a tiered wrap-fee structure for its services.

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.