Michael Koehler is a financial advisor at Wells Fargo Advisors in Hinsdale, IL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Growth Beverage Group, LP and BMO Harris Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored planning across various areas, including retirement and business-owner transition planning, using proprietary research and tools.

Haya Deis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, and previously at Fifth Third Securities from 2015 to 2018. 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 brokerage, distribution, and investment management capabilities.

Jonathan Blaisdell is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including its predecessor Axa Advisors, and spent a year at Ameriprise. Outside of his advisory role, he serves as Director of Travel Baseball for Lockport Boys Baseball, overseeing scheduling, recruiting, and planning on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers these services through a network of investment adviser representatives, utilizing both proprietary programs and third-party asset managers.

Bruce Hodo is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with PFS Investment Inc. since 2007 and Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home-related 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 separately managed accounts. The firm uses third-party asset managers and offers a percentage-based wrap fee structure.

Marion Smith is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2025, Smith worked at Citigroup Global Markets for 16 years, followed by roles at Merrill Lynch and Bank of America NA. 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 nationwide network of approximately 23,701 financial advisors.

Robert Davis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also the owner and president of Robert Davis & Associates, a firm involved in the sale and service of insurance and securities products, and works as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets through more than 10,000 advisors.

Stephen Cogger is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial, LLC since 2016 and has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2026. Outside of his advisory roles, he works as a hotel security officer at Courtyard by Marriott Elmhurst. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Carey Freimuth is a CFA® charterholder with 12 years of industry experience. He has worked at Ameriprise Financial Services LLC since 2021 and previously spent eight years at LPL Financial. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered by a centralized consulting team.

Anthony Raia is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2002 and previously at Axa Advisors, LLC from 2002 to 2020. He is a member of the DBA Wells, Roselieb & Raia Wealth Management, LLC, where he is involved in operational expenses and payroll without compensation. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs in its investment approach.

John Coffey is a financial advisor with LPL Financial in Hinsdale, IL, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory work, he is associated with The Coffey Corporation, a business entity used for tax and accounting purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of investment strategies and utilizing advisor-facing tools for research and operational support.

Joseph Sacramento is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Meridian Compensation Partners, MacLean Fogg, Lowe's Home Improvement, and the University of Iowa. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and implementation tools, including third-party managers and proprietary funds, without sponsoring its own wrap fee program.

Matthew Van Howe is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Alex M. Martino Junior High School for eleven years. Outside of advising, he has involvement with online music and game platforms, including sales and royalties activities linked to Bandcamp.com, CD Baby, and The Game Crafter, LLC. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual, institutional, and charitable clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated financial products, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Chad Kreifel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Reid Burton is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Cetera Advisors LLC, Opus Wealth Partners, LLC, and LPL Financial. Outside of his advisory work, he is a partner in Holmes & Heritage LLC, where he is involved in cryptocurrency mining and owns a fixed insurance business. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm supports diverse client types with multiple program options and a multi-manager platform.

Zachary Marshall is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated over 35 years of experience in the financial industry, including more than 20 years with Fidelity. His career includes roles such as Senior Financial Advisor at Merrill Lynch from 2012 to 2020, Investment Advisor at UBS Financial Services from 2008 to 2012, and Vice President of the Private Client Group at Fidelity Investments from 1989 to 2008. Zachary focuses on taking a holistic approach to financial planning by working closely with clients to develop investment strategies that align with their objectives. He emphasizes matching client needs to Fidelity's diversified investment platform to build sound financial plans aimed at accomplishing individual goals. Outside of his professional work, Zachary has interests in football, gardening, hiking, pets, and table tennis.

Sarah Deskovich is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 credential and 13 years of industry experience. Her prior experience includes roles at JPMorgan Securities LLC and Wells Fargo Clearing Services LLC. She is also involved with Partnerland LLC, a non-investment business entity. 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 services including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jack Ruble is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and JP Morgan in various capacities since 2014. Outside of his advisory role, Ruble serves as an assistant swim coach for a children's swim club in Naperville, Illinois. Charles Schwab 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized custody and supervisory arrangements.

Kevin Rossetti is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to multiple program platforms, managing over $256 billion in assets.

Larry Milas is a CFP® and ChFC® credentialed financial advisor with 35 years of industry experience. He currently works at LPL Enterprise, where he has been since 2024, following a 34-year tenure at Pruco Securities, LLC. In addition to his advisory role, he is involved in the sale of property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Daniel Donahue is a CFP®-certified financial advisor at Wells Fargo Advisors with 37 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Plank Road Advisors, LLC, and Donahue Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold, with specialized planning options and an integrated approach combining advisory services with other financial products.