Thomas Picchi is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Northpoint Financial Group, where he continues to maintain an affiliation. Outside of his advisory role, he operates TKP Consulting Ltd, his own S Corporation that manages his business expenses, and works as an insurance agent handling fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced tools and offers a variety of investment programs and third-party manager options.

Aleece O'Connell is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding a Series 66 designation and 11 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team.

Eileen Carrero is a financial advisor with Cetera, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. She has been associated with Cetera since 2003 and also operates Eileen Carerro Financial Services, LLC, which offers tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over 10,000 advisors managing upwards of $256 billion in assets.

Colette Beaumont is a financial advisor with Equitable Advisors in Lisle, IL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. Her prior roles include positions at Assetmark Financial, Millennium Trust Company, First Trust Portfolios, and Calamos Advisors. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diverse asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tyler Iller is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including City National Bank and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to help clients develop tailored plans.

Pamela Tattas is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Ashack Law Group for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Colleen La Ha is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent nine years at Hornblower Cruises and Events, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has recently transitioned into the industry, having worked previously at RJ Reynolds Trade Services from 2009 to 2025. Outside of his financial advisory role, he serves as a board member for the Crooked Lakes Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Charles Franckowiak Jr. is a financial advisor at Merrill with 34 years of industry experience. He has been with Merrill since 2013 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president on the board of directors for South Pointe Swim Club of Naperville, a member-owned nonprofit swim and clubhouse facility. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Warner is a Series 66-licensed financial advisor with Edward Jones in Hinsdale, IL, and has 13 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large network of financial advisors and branch offices nationwide.

James Cronin is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

David Zaycek is a financial advisor at Charles Schwab with 12 years of industry experience and a Series 66 designation. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Wayne Hummer Investments LLC, and Merrill. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custodial and operational support.

Brett Martin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2014, he worked at Ameriprise for 13 years. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research and incorporates ESG considerations, supporting clients with centralized due diligence and a range of portfolio services.

Mark Stevenson is a CFP® professional with 43 years of experience in the financial services industry. He is currently with OSAIC and has held prior roles at Woodbury Financial Services, LPL Financial, Concourse Financial Group Securities, Osaic FS, and Polaris Advisory Services. Outside of advising, he operates a sole proprietorship as an insurance agent, primarily soliciting long-term care insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Laurie Palmblad is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2018, following roles at Stifel Nicolaus & Co Inc and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by integrated capital-markets capabilities and comprehensive financial services.

Steve Cosme is a financial advisor with J.P. Morgan Securities in Naperville, IL, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank NA and its affiliates since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager research, and customized performance reporting supported by centralized due diligence and proprietary capital market assumptions.

David Joyce is a financial advisor at Ameriprise Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Corcentric and positions in education at the University of Kansas, Lincoln Way East High School, and Hickory Creek Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning strategies and tax-aware withdrawal approaches. The firm’s recommendations incorporate its investment research and third-party data within an affiliated product framework.

Amie Sankey is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and over 10 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Bill Hickey & Associates. Outside of her advisory work, she serves as treasurer of a nonprofit high school hockey club. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including third-party managers and bespoke strategies.

Adrian Battle is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at North Park University and FedEx Ground. Outside of his advisory role, Adrian is the owner of The Emic Center, a mental health counseling business, though he is currently inactive in that capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Patrick Christensen is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial Services since 2001. He is also president of FQR Inc., a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers customized, non-discretionary planning using analytical tools and supports a wide advisor network, with notable municipal advisory capabilities and specialized employer consulting programs.