Eric Marzinke is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 11 years. Marzinke serves as President of ProMark Investments, Inc. and is the presiding officer of the Palatine Chamber of Commerce Board of Directors. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Melissa Gomez Castrejon is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. Her prior work includes roles at Fidelity Investments, JPM Chase, and Lou Malnatis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Janice Vlazny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been affiliated with Cetera and related entities since 2006 and serves as Vice President of Holistic Wealth Management Group, Ltd., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Shaun Ratay is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, Ratay coaches football for the District 304 Geneva Illinois School District. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Brian Olson is a financial advisor at Edward Jones in Elburn, Illinois, with five years of industry experience. He holds the Series 66 credential and previously worked at H&R Block, UPS Freight, ISBA Mutual Insurance, and Tsys Merchant Solutions. Outside of advising, he manages a small beekeeping operation, overseeing 10 hives and selling surplus honey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Owen Johnson is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at BMO Harris Bank, First Community Mortgage, PrimeLending, and Freedom Mortgage. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services featuring both discretionary and non-discretionary management supported by research and model portfolios.

Michael Truckenmiller is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016. 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 an ESG eligibility framework. Its Institutional Consulting Services program delivers non-discretionary advice through a select group of Wealth Advisors.

Quentin Price is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity since 2021 and previously held positions at Alight Solutions, Edward Jones, and Aon. Outside of his advisory role, he works as an independent contractor for a grocery delivery service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its involvement in advisory roles to registered investment companies and its use of advanced technologies in portfolio construction.

Brett White is a financial advisor with Ameriprise in Winfield, IL, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he owns and manages two non-investment-related businesses, DallasDukeDodgers Inc. and Absolute Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise Managed Accounts.

Carl King is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2016. Outside of his advisory role, he is associated with King & Moran, LTD, an accounting and tax firm. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Rachael Lingle is a financial advisor at Edward Jones in Streamwood, IL, with a Series 66 designation and one year of industry experience. Her prior work includes eight years at Great American Insurance Group and four years at Coker Service Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Sanel Behlic is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America from 2004 to 2019 before joining J.P. Morgan in 2019. 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 delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Terradista is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has prior experience at BMO Harris Financial Advisors, Inc. He operates a DBA related to his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of advisors, offering a range of advisory programs, financial planning, and retirement consulting services.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Michael Sprenger is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. His practice is based in St Charles, IL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on income sources and tax-aware withdrawal strategies.

Amerigo Romano is a financial advisor with Morgan Stanley in Geneva, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2010 and also works with Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, Romano has ownership roles in various real estate and construction-related businesses, as well as a partnership in a restaurant/bar in Chicago. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Cheryl Sanchez is a financial advisor with Raymond James & Associates in Roselle, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Andrew Hall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at IFS Financial Services and Touchstone Securities Inc. from 2017 to 2025 and at Foreside Fund Services and Henderson Global Investors from 2014 to 2017. In addition to his advisory role, Hall is co-owner of HARMIN Inc., a C corporation involved in future franchise ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.