Mark Giovanazzi is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm utilizes structured financial planning tools and proprietary modeling techniques, managing approximately $2.74 trillion in client 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.

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.

Eric Kitchell is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked within various Morgan Stanley entities since 2010, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning tools and investment models.

Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. Cetera Investment Advisers LLC serves a broad 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 large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Anthony Petro is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He joined Merrill in 1988 after earning a Bachelor of Science in Management from Ball State University. Anthony holds several industry licenses, including the Series 7, Series 63, and Series 65, and is recognized as a Personal Investment Advisor (PIA). Throughout his career, Anthony has focused on providing clients with tailored financial strategies that address a range of life priorities such as family, philanthropy, finance, home, health, and work. His expertise encompasses college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, tax minimization, and retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies and has discretionary authority in the firm’s Investment Advisory Program. Anthony was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as part of the Dismore Petro Conner Wealth Management Group. He resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of work, Anthony enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Joseph Wojcik is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is involved in a real estate business that manages office rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Dray Henderson is a financial advisor with LPL Financial, holding Series 63 and 66 registrations and bringing 26 years of industry experience. Prior to joining LPL in 2026, he spent 14 years at J.P. Morgan Securities and 24 years with JPMorgan Chase Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kathrine Wunderli Bastian is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities from 2007 to 2024 before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Sharples is a CFP® with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL, he worked at Edward Jones for four years. He also operates a business entity, MKS Wealth Management. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by a large network of advisors and advanced operational tools.

Arthur Remiasz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at JPMorgan Chase Bank, N.A. from 2012 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.

Louis Pinto is a financial advisor with Edward Jones in Orland Park, IL, holding Series 63 and Series 66 licenses and 22 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. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. Merrill, along 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 individuals, high-net-worth clients, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Robert Burns is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Ariens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and Cambridge Investment Research, Inc. since 2013. Ariens serves as a board member of the Western Springs Business Association and as a commissioner on the Western Springs Economic Development Committee. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management approaches and custody arrangements.

Gayle Peterson Gillen is a financial advisor with Ameriprise in Lisle, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored annually by a centralized consulting team.

G Mc Loughlin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2019, Mc Loughlin was involved with CEKA Creative Boutique for four years and spent seven years as a homemaker. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Rife III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, US Waterproofing, and The Flying Locksmiths. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Lindsey Driscoll is a financial advisor with LPL Financial in Westmont, IL, holding a Series 66 designation and 17 years of industry experience. She has worked with LPL Financial since 2021 and previously spent 12 years with Waddell & Reed, Inc. Driscoll is also involved with Driscoll Strategies and One For The Kids. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive technology and research resources.

Robert Teske is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked at Woodbury Financial Services, Inc. and Callero and Lorenz Financial. Teske is also involved in entrepreneurial activities including roles as a licensed life and health insurance producer and in client service and retirement planning through his sole proprietorships. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.