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.

Noel Thilagam is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Autranex, ITC Management Group, and Synergy House Solutions / GSN Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Scott Mitchem is a financial advisor with Cetera, holding a Series 66 credential and bringing 26 years of industry experience. His prior experience includes roles at Avantax Investment Services, PK Financial Strategies, and Price Kong & Company CPAs. He serves on the Law Review committee of the Arizona State Board of Accountancy. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Brent Oram is a Series 66–licensed financial advisor at Charles Schwab with three years of industry experience. Prior to his current role at Charles Schwab, he held positions at Vanguard Advisers, Inc., Vanguard Marketing Corporation, and The Vanguard Group, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Jing Ping Xu is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2021, Xu worked for Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies for 14 years. Outside of advisory services, Xu has been involved with Dream Land Realty since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports investment adviser representatives with various portfolios and strategies, combining a broad financial services platform with extensive operational tools.

William Vlazny is a CFP® with 27 years of industry experience, currently serving at Cetera. He has been affiliated with Cetera and its related entities since 1998 and operates South Barrington Tax & Financial Services, where he manages tax preparation and related financial services. Vlazny also holds leadership roles in multiple firms, including Holistic Wealth Management Group, Ltd., where he serves as president. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving diverse clients ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through multiple program structures and third-party managers.

Benjamin Brown is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Brown serves as a director for the Western Golf Association, where he helps raise awareness for the Evans Scholarship Program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

James Wresch is a Series 66-certified financial advisor with 11 years of industry experience, all of which has been with Edward Jones since 2015. He is based in Crystal Lake, IL. Edward Jones is a full-service 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 more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Matthew Perley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following a year at Distinguished Programs Group. He also serves in the United States Army Reserves, focusing on exercise design for deployment readiness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Iviz Loucks is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with a focus on eligible strategies that may include ESG considerations.

Gregory Petersen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii for seven years. Outside of his advisory role, he is involved in the operations of a family-owned business, Alpar Laboratories, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Jeffrey Rodgers is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at James T. Borello & Co. for 13 years and has been involved with the New Trier School District since 2002. Rodgers is also engaged in tax preparation and accounting services through a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

James Platania Jr. is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC and has operated Platania Financial Inc. since 2015. Outside of his advisory work, he serves as an adjunct faculty member at the National Judicial College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Mitchell Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with MML Investors Services, LLC since 2019 and Mass Mutual Life Insurance Co since 2018. Prior to his advisory roles, he was involved with Peggy's Tavern and Drake University. Mass Mutual Investors Services, LLC 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, and educational seminars, with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

Arthur Mcphail is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2019, as well as previously at Summit Financial Group Inc. He also operates Personalized Financial Resources, LLC, providing insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services and features a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Anja Gribhofer Decker is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Nosco and Constantia Flexibles Sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Revord is a financial advisor with Edward Jones in Wauconda, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in home remodeling and architectural firms. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, advisory services, and affiliated financial products through a large network of advisors and branch offices.

Avishek Guha is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Avantax Investment Services Inc. and Karvy Stock Broking Ltd. Guha is based in Schaumburg, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse 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.

Evan Lange is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Ernst & Young from 2015 to 2017. Evan is based in Arlington Heights, IL. 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 and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Mchugh Sr. is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. His prior experience includes a year at FSC Securities and nineteen years at Accenture, LLP. Outside of his advisory role, he is involved with McHugh & Riley Limited, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.