Craig Schuessler is a financial advisor with Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Schuessler serves on the Mission Endowment Committee at Our Saviour Lutheran Church, where he helps make decisions regarding investment funds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Aaron Haack is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stevenson High School. 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, third-party asset management, and institutional platforms.

Juan Gaytan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Edward Jones and JPMorgan Chase Bank, N.A. Gaytan is also a co-owner of Gaytan Enterprise LLC, an entity created with his wife intended for operating a beauty salon, though it is currently inactive. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Peter Tracz is a financial advisor with OSAIC in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, and U.S. Allianz Securities. Outside of financial advising, he is a part owner of Big Thank You LLC, a business that facilitates parents gifting teachers and coaches. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Subhash Katial is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he was affiliated with International Insurance Agency Group, Inc. and Financial Service Corporation for over two decades. Outside of his advisory role, he serves as an officer of International Insurance Agency Group, Inc., which provides health insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Fernando Rufino is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Fidelity, he worked in various roles including at Walgreen Health Solutions and Princess House Inc. Outside of finance, he assists with administrative duties for his father's home remodeling business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across multiple asset classes.

Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

Michelle Starkey is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Fidelity's Financial Consultants to develop customized financial plans aimed at helping clients achieve their financial goals and dreams. She has held various roles at Fidelity Investments since 2019, progressing from Financial Representative to Relationship Manager before assuming her current position in 2022. Her professional experience spans several years within Fidelity Investments, where she has gained expertise in financial planning and client relationship management. Michelle's approach focuses on partnership and tailored strategies to meet individual client needs. Outside of her professional work, Michelle enjoys cooking and baking, participating in family activities, and values parenthood. She also has interests in caring for pets, practicing Pilates, and traveling.

Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffery Decant is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 37 years of industry experience. His career includes long tenures at Thrivent Investment Management and Thrivent Financial for Lutherans, as well as roles at Purshe Kaplan Sterling Investments and the Thrivent Advisor Network. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad range of non-advisory financial activities.

James Larson is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Edward Jones and Harris Investor Services, Inc. He is also involved in a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment programs and utilizes a broad platform that includes model portfolios, third-party subadvisors, and customized strategies along with technology tools for operational support.

Eun Shim is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliates since 1994. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing tax-aware retirement planning and income strategies.

Thomas Josten is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has been associated with Cetera and its related entities since 2023 and operates his own securities-related business, Josten Financial. Additionally, he is involved in the sale of fixed insurance products as an insurance agent. 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 various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

Jared Tryon is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Arbor Research & Trading, Inc., and Cetera Wealth Services, LLC. He is involved with Exemplar Accounting & Tax, providing tax preparation referrals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Pete Colon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Paylocity and NCSA – Next College Student Athlete. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its involvement in commodity pool operations, fund advisory, and the use of AI and algorithmic methods in portfolio management.

Michelle Hernandez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and a variety of non-financial positions in education and hospitality. She also receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Sheila Odlaug is a financial advisor with OSAIC and holds a Series 66 designation. She has 18 years of industry experience, including 10 years at Signator Investors Inc prior to joining OSAIC in 2018. Outside of advising, she serves as a volleyball referee for grade schools and is a commissioned notary public for real estate loan documents. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account programs.

James Cook is a CFP® professional with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and previously worked at Mass Mutual Investors Services. Outside of advising, Cook is involved in business consulting, owns a marketing firm, and serves as a game director in video game development; he also holds a role as secretary for a local homeowner association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

W. Merkler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. 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 and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates a range of strategies, including an ESG eligibility framework.

Adnan Junaidi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial guidance specializing in mission-based asset allocation strategies, particularly for institutions such as nonprofits and tribal nations. Adnan focuses on aligning investment policies with purpose-driven outcomes, balancing risk with measurable goals to support clients' long-term missions. He holds a Bachelor's Degree from Oxford Brookes University and has earned several professional designations, including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Merrill Institutional Consultant (MIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his expertise in developing strategic investment approaches for institutional clients. Adnan approaches his work with a foundational philosophy that effective risk management is key to compounding capital over time. He maintains current knowledge of market trends and regulatory changes through continuous reading and research to provide informed advice. Outside of his professional career, Adnan enjoys chess, cricket, poetry, and relaxing with a well-earned beverage.