Jared Tryon is a CFA® charterholder and holds the Series 66 designation with 17 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA, as well as Arbor Research & Trading, Inc. He is involved in a tax preparation and accounting referral business under Exemplar Accounting & Tax. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Eric Berls is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses to develop customized financial strategies aimed at achieving their financial goals. His approach involves understanding clients' life priorities to create personalized plans tailored to their unique needs and aspirations. Eric specializes in areas such as divorce transition planning, education planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. His expertise is supported by his credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP) designation, Accredited Asset Management Specialist™ (AAMS), Certified Plan Fiduciary Advisor® (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from Bradley University and an MBA from DePaul University. In addition to his professional work, Eric is involved in the Schaumburg Business Association and participates in community volunteer activities. His personal interests include cooking, reading, running, and scuba diving.

Jerry Doran is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he serves as a Ministry Leader for HIS Ministry, a men's group at St Mark Lutheran Church focused on Bible study and charitable fundraising. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a broad range of financial topics through a network of advisors. The firm emphasizes holistic, goal-based planning and separates its planning services from managed-account programs.

James Cook is a CFP® professional with 15 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2014. His work history includes roles at Cambridge Investment Research, Inc., and he is also the owner and president of Jim Cook Consulting Inc. Outside of his advisory role, Cook serves as secretary of the Winchester Estates Homeowner Association and is involved in video game development as a game director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies across multiple platforms.

Hunter Sperling is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Milestone Wealth Design, Raymond James Financial, and Strive Asset Management. He also has a background that includes working in educational and truck transportation sectors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Sarah Osborn is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Legacy Solar for four years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Abby Stancik is a CFP® with 27 years of industry experience and is currently with Raymond James & Associates, where she has worked since 2026. She previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and advisory services through various specialized programs and a broad range of portfolio management styles.

Mark Harms is a financial advisor with LPL Financial in Libertyville, IL, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services Inc. and Edward Jones. He is also an author outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

James Morrissey is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of financial advising, Morrissey serves as a game day uniform inspector for the National Football League and is involved in public speaking and lectures related to football experiences. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Gregory Corey is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to his current role, he spent 13 years at Medline Industries, Inc. He serves on the boards of Next Gen and the Loyola Academy Business Network. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Eulalia Turkowski is a financial advisor with LPL Financial in Gurnee, IL, holding a Series 66 designation and nine years of industry experience. She worked for Wayne Hummer Investments LLC for ten years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Ulysses Smith Jr. is a financial advisor with Primerica Advisors in Winthrop Harbor, IL, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Smith owns multiple small businesses, including a sales company and a labor services firm, and is involved in various gig economy roles such as rideshare driving and online retail selling. Primerica Advisors serves primarily individual investors and manages a wrap-fee asset management program with approximately $15.5 billion in assets under management. The firm provides advisory services through a large network of advisors using model-delivery strategies created by unaffiliated asset managers.

Mihaela Pruski is a financial advisor with J.P. Morgan Securities in Deerfield, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017, with brief periods not employed. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Paul Peterson is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and offers management through affiliated or unaffiliated sub-advisers.

Jennifer Pestikas is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2022. Pestikas has experience with Abbott Laboratories Employees Credit Union and Cuna Brokerage Services, Inc. Outside of advisory work, she is co-author and podcast host for "Brave Women at Work," a series focusing on stories of resilience, and owns Jennifer Pestikas Coaching LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from multiple sources to provide both discretionary and non-discretionary management.

Marci Brodsky is a financial advisor with Ameriprise in Vernon Hills, IL, holding a Series 63 designation and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2023. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Richard Radtke is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his advisory career in 2024 and has prior work experience in diverse industries including casting and retail. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Hieu Donahue is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at J.P. Morgan Chase for 11 years before joining Edward Jones in 2025. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Todd Schlesinger is a Series 66-licensed financial advisor with Equitable Advisors, based in Riverwoods, IL, and has 23 years of industry experience. He has been with Equitable Advisors since 2002, including time at AXA Advisors, LLC. Outside of his advisory role, Schlesinger is a partner at GPS Financial Solutions LLC and serves as a board member of the Mike Poznanasky Foundation, which raises funds for various charities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Irmina Borre is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of her advisory role, she consults on skincare products for Rodan and Fields. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.