Peter Lotridge is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE SECURITIES Inc from 2010 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Jeanette Hudepohl is a financial advisor at OSAIC with 34 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, she worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. for a combined 14 years and has operated Reisner Hudepohl Financial Services, Inc. since 2004, where she provides insurance sales and tax consulting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Daniel Wachs is a financial advisor with OSAIC, holding a ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at Woodbury Financial Services Inc. for eight years before joining OSAIC in 2024. Wachs is also an independent insurance agent and owner of Perpetual Wealth Management LLC, a business focused on life insurance and premium finance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisors. The firm provides integrated brokerage and advisory services, employing a range of portfolio construction tools and access to third-party managers and wrap programs.

Alonso Espino is a Series 66 credentialed financial advisor with six years of industry experience. He has worked at Fidelity Investments since 2023 and previously held a role at Merrill from 2019 to 2023. His background also includes positions outside finance, such as at In The Swim Pool Supplies and Wireless Choice. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs.

Jeffrey Delcorse is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked at Envestnet Asset Management, Inc. for 14 years and Portfolio Brokerage Services, Inc. for 13 years. Delcorse is also involved in other business activities including operating Equilibrium Financial Planning LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and various model portfolio options.

Brad Hansing is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He joined Fidelity in 2021, serving initially as a Central Relationship Manager, then as a Planning Consultant before his current role. Prior to joining Fidelity, Brad worked as a Financial Advisor at Financial Partners from 2003 to 2021. Throughout his career, Brad has focused on financial planning and client relationship management. He emphasizes a collaborative and educational approach, aiming to build trust through transparency and personalized strategies that align with clients' long-term goals. Outside of his professional responsibilities, Brad is interested in baseball, family activities, fitness, and music.

Patrick Hagerty is a Financial Advisor with Merrill Lynch Wealth Management, where he has been working since 2017. In his role, he focuses on helping families, business owners, and executives develop personalized financial plans aimed at achieving their goals and financial well-being. He works closely with clients to understand their aspirations and leverages the combined offerings of Merrill and Bank of America to deliver suitable financial solutions. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Patrick began his career in the financial industry in 2011, starting at Scottrade and later working at PNC Bank before joining Merrill Lynch. He holds a Bachelor of Arts degree from Saint Ambrose University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Outside of his professional work, Patrick is involved with the Lions Club and enjoys baseball, golfing, and spending time with his family. He resides in the Southwest Suburbs of Chicago with his wife and two sons.

Kevin Harvey is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including E*Trade Securities, Robinhood Financial, Bank of America, Merrill, J.P. Morgan, Edward Jones, TD Ameritrade, and Belvedere Trading. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning.

Tyler Hagen is a financial advisor with LPL Financial in Wheaton, IL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Edward Jones, and Taylor University. 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 services, employing both discretionary and non-discretionary management along with access to various model portfolios and research resources.

Randy Golembeck is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase & Co since 2021. Prior to that, he held positions at Harvard State Bank and Midwestern Securities Trading Co. LLC from 2018 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized advice on asset allocation and investment manager selection.

Nicholas Black is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients’ individual goals, leveraging investment insights from Merrill as well as banking and lending solutions from Bank of America. His approach focuses on gaining a comprehensive understanding of each client’s full financial picture to create strategies adaptable to changing market conditions. Nicholas holds a Bachelor’s degree from Purdue University System and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community service.

Tawfiq Farraj is a Financial Advisor at Merrill Lynch Wealth Management. With over eight years of experience, he focuses on helping clients understand and pursue their unique financial goals. Tawfiq specializes in areas including college education planning, retirement income strategies, portfolio management, tax minimization, and socially responsible investing. He emphasizes understanding clients' personal perspectives and priorities to develop tailored financial plans. Tawfiq holds a Bachelor's Degree from the University of Illinois System and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. He resides in Berwyn with his wife and children. In addition to his professional work, Tawfiq is active in his community through the Oak Park River Forest Community Trust Foundation. His personal interests include basketball, bowling, chess, cooking, music, spending time with family, and watching movies.

Mary Kay Hrdina is a financial advisor with Edward Jones in Plainfield, IL, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience and has been with Edward Jones since 2014. 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 managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ashley Graham is a financial advisor at Merrill with 20 years of industry experience. She has held her current position at Merrill since 2005 and holds a Series 66 designation. Merrill, together 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Billy Hearth is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and 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.

Zachary Porter is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America, Inc. and Cetera Investment Services LLC. He serves as co-trustee of the Janice S. Anderson Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Bradley Kuehn is a financial advisor with Thrivent Investment Management in Wheaton, IL. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Northern Trust and Pride Technology. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management or implementation of advice. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing system called WealthPlan.

Aaron Kramer is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Kramer serves as an assistant boys and girls tennis coach for the Oswego School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a large network of financial advisors and branch offices across the United States. The firm offers various advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Zack Meyer is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, having entered the industry in 2024. Prior to joining Edward Jones, he worked in various roles across medical and business solutions companies. Outside of financial advising, he serves as a JV head coach for the Oswego Hockey Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Peter Povinelli is a CFP® and ChFC® with 34 years of industry experience. He joined OSAIC in 2024 after 18 years at Woodbury Financial Services. He is also a licensed insurance agent and serves as a trustee of a family trust, managing trust assets and tax filings. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses comprehensive asset-allocation tools and supports various account management options and legacy platform transitions.