Marc Rutkowski is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services for 19 years before joining OSAIC in 2024. Rutkowski operates under the DBA The Lineage Group. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a broad selection of investment vehicles tailored to client needs.

Joseph Nelson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2015 and has been affiliated with Eastern Michigan University since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anthony Markett is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and one year of industry experience. Before joining RBC, he worked at UBS Financial Services and has been involved with Marist High School and The University of Chicago. He is also employed with Spine Science, where he provides personal training focused on athletic and fitness goals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through a combination of in-house and third-party managers.

Ayesha Sarvana is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she operates as an independent contractor in investment-related activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and broad investment resources.

Thomas Trost is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. Prior to that, he was employed at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Joe Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2018 and previously was with Invest Financial Corporation from 2014 to 2018. He is also associated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that supports a range of investment strategies and program structures.

Mary McGovern is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley since 2014, including her current role at Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Pierre Pajak is a financial advisor at Equitable Advisors with 33 years of industry experience. He has been with Equitable Advisors since 1999 and holds Series 63 and Series 65 credentials. He serves as the President of the National Association of Insurance and Financial Advisors (NAIFA) board as of 2023. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Demetrios Triantafel is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and beginning his advisory career in 2021. His work history is primarily with Morgan Stanley and its Private Bank, N.A., with intermittent periods of unemployment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Jeffrey Bishop is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 credentials and 27 years of industry experience. His career includes roles at Principal Securities, Prudential Insurance Company of America, and Principal Life Insurance Company. He is also the owner of Bishop Financial Solutions, a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Grzegorz Szymczak is a financial advisor with LPL Financial in Hinsdale, IL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at BMO Bank NA, Fifth Third Securities, Fifth Third Bank, BMO Harris Bank, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Barbara Watts is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked with Cornerstone Advisers, LLC since 2012 as Director of Client Services. Watts has been associated with Cetera and its affiliated firms since 2006. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Jason Dobrzynski is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously held roles at Waddell & Reed, various insurance carriers, and operated small businesses including CMS Office Management, LLC and P-Team Inc. He was also a member of the Rotary Club of Western Springs from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of financial planning and advisory services supported by research, multiple investment programs, and technology-driven portfolio management options.

Todd Gilleylen is a CFP® certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL Financial, he worked for Harris Investor Services Inc for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Brendan Day is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Megent Financial and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and supervisory approaches.

Ryan Malkowski is a CFP®-certified financial advisor with Edward Jones in Hinsdale, IL, with 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mi Yeon Katz is a financial advisor at LPL Enterprise with six years of industry experience and holds the Series 66 designation. Her prior roles include positions at Massachusetts Mutual Life Insurance Company, NYLIFE Securities LLC, and Prudential Insurance Company of America. Katz is also involved in an entrepreneurial venture, owning My Wallet Consulting, Inc., a business entity established for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products.

Bradley Grcevic is a CFP® professional with 30 years of experience at Edward Jones, where he has worked since 1995. He serves as a board member of the Lemont Police Pension Board, overseeing pension activities and monitoring its investment accounts. Edward Jones is a 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 financial advisors and branch offices.

Erica Kowalczyk is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Edward Jones for four years. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, institutional, corporate, and charitable clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supporting discretionary and non-discretionary programs across multiple custodial relationships.