Brandon Knopf is a CFP®-certified financial advisor with 16 years of industry experience, currently serving with LPL Financial since 2021. His background includes over a decade of experience with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies, where he has also maintained ongoing insurance sales activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a broad range of investment strategies and advisor tools.

Michael Staehely is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Caterpillar for 11 years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Elder is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Cetera and its affiliated entities since 2004 and operates his own firms providing financial and tax services. In addition to his advisory work, he serves as a board member for a nonprofit bakery and maintains a CPA practice focusing on tax preparation and review. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 third-party money managers.

Viktor Kuru is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Charles Schwab Bank, SSB since 2025. Outside of finance, he teaches music and occasionally performs as a violinist. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and centralized operational structures.

Jocelyn Klosowicz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Fidelity Investments. Klosowicz is based in Batavia, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

Itzel Vargas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017. Vargas also has prior experience with Home Restoration Experts Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jeffrey Prentice is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 33 years of industry experience. His career includes roles at Securian Financial Services, Financial Design Group, and positions managing his own firm, Prentice Financial Services, Inc. He is also involved in life settlements through approved vendors associated with Cetera. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Matthew Alexander is a CFP® certificant affiliated with LPL Financial, with seven years of experience in the financial services industry. He has worked at various firms including SagePoint Financial, Third Street Advisors, and OSAIC. Alexander is also involved with Alpha Dog Advisors LLC, a business entity he established for tax and investment 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 a range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Yifan Bian is a financial advisor with LPL Enterprise and holds the Series 63 and 65 designations. He has nine years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. His outside business activities include work as a financial planner focused on non-variable insurance products. LPL Enterprise, LLC serves a broad client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation.

Nicholas Beis is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Wilson & Wilson Estate Planning & Elder Law LLC and Bellock & Coogan Ltd. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of investment structures, including model portfolios and fund-of-funds, and is noted for its use of systematic methodologies and formal governance procedures.

Todd Sulzer is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of advising, he assists with the operation of an existing tax practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

George Delgiudice is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wayne Hummer Investments, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. 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, third-party asset management, and institutional platforms.

James Jasper is a financial advisor with Mass Mutual Investors Services in Lisle, Illinois, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual and its affiliates since 2013, following a one-year tenure at Northwestern Mutual Investment Management. Jasper is also licensed as a life and health insurance agent. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved analytical tools to support collaborative, annual planning engagements.

Bharati Thakkar is a financial professional with 13 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked with Cetera Investment Advisors LLC since 2020 and Cetera Financial Specialists since 2013. Outside of her advisory role, she is involved as an assistant in accounting, tax, and financial services at Vijay Thakkar and Associates Ltd. Cetera Investment Advisors LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party money managers.

Thomas Mc Cartney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 30 years of industry experience. Prior to his current role, he was associated with M Holdings Securities, Inc. and operated his private wealth management practice through My Advisor & Planner LLC. Outside of advisory work, he manages MAP Professional Building LLC, a family-owned business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Gregory Kojak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has worked at LPL Financial since 2026 and previously worked at Commonwealth Financial Network from 2004 to 2026, while also operating Kojak Capital since 2004. He is involved in an insurance-related business, Lincoln Park Financial Group, LLC, selling fixed insurance as an agent. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a network of over 22,900 advisors and managing more than $819 billion in discretionary assets.

Stephen Williams is a CFP® professional at Thrivent Investment Management with 28 years of industry experience. His career includes positions at Harris Investor Services, Inc and Huntington Bank prior to joining Thrivent. He is based in Naperville, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services either on a one-time or ongoing basis.

Thomas Mc Hugh is a Series 66 licensed financial advisor with J.P. Morgan Securities, where he has worked since 2025 and has three years of industry experience. Prior to joining J.P. Morgan, he worked at U.S. Bancorp and its investment division from 2023 to 2025, and Jpmorgan Chase Bank, N.A. from 2009 to 2023. Outside of his financial career, Mc Hugh coaches girls varsity basketball at Crown Point Community Schools and has over a decade of experience coaching youth basketball. 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 advisory program emphasizes written asset allocation advice, investment manager selection, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Timothy Wagenknecht is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at E*TRADE Capital Management LLC, Wealth Watch Advisors, LLC, and Fortified Financial Services, Inc. Outside of his advisory work, he is a partner in Patriot Property Partners, LLC, a company formed to hold and maintain property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Brandon Macias is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and previously was involved in hospitality management and a bread and wine business. Macias serves as a board member of DayOne Alliance, a nonprofit organization focused on compliance with its mission and ethical standards. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset segments. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.