Craig Schuessler is a financial advisor with Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Schuessler serves on the Mission Endowment Committee at Our Saviour Lutheran Church, where he helps make decisions regarding investment funds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Aaron Haack is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase from 2009 to 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Juan Gaytan is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Edward Jones, JPMorgan Chase Bank, N.A., and Oportun. Outside of his advisory work, he is a co-owner of Gaytan Enterprise LLC, an inactive entity originally formed for operating a beauty salon. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis alongside affiliated brokerage and investment management capabilities.

Peter Tracz is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, he is a part owner of a business called Big Thank You LLC, which facilitates gift-giving to teachers and coaches. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk tolerance assessments, and automated rebalancing.

Subhash Katial is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior work includes long-term roles at International Insurance Agency Group, Inc and Financial Service Corporation. Katial is also an officer and insurance agent at International Insurance Agency Group, Inc, where he is involved in health insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across asset classes.

Fernando Rufino is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Fidelity, he worked in various roles including at Walgreen Health Solutions and Princess House Inc. Outside of finance, he assists with administrative duties for his father's home remodeling business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across multiple asset classes.

Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

Michelle Starkey is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Fidelity's Financial Consultants to develop customized financial plans aimed at helping clients achieve their financial goals and dreams. She has held various roles at Fidelity Investments since 2019, progressing from Financial Representative to Relationship Manager before assuming her current position in 2022. Her professional experience spans several years within Fidelity Investments, where she has gained expertise in financial planning and client relationship management. Michelle's approach focuses on partnership and tailored strategies to meet individual client needs. Outside of her professional work, Michelle enjoys cooking and baking, participating in family activities, and values parenthood. She also has interests in caring for pets, practicing Pilates, and traveling.

Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Jeffery Decant is a financial advisor with LPL Financial in Arlington Heights, IL, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. His career includes prior roles at Thrivent Financial for Lutherans and its affiliated entities, as well as Purshe Kaplan Sterling Investments. He is involved with North Arlington Financial Solutions, a business related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management approaches supported by research and technology-driven strategies.

Eun Shim is a financial advisor at Ameriprise in Chicago, IL, holding a Series 66 designation with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 1994. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with specified asset levels, providing detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Josten is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has been associated with Cetera and its related entities since 2023 and operates his own securities-related business, Josten Financial. Additionally, he is involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad 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.

Eric Bowden is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Financial Advisors and BMO Harris Bank. Bowden maintains a DBA entity for an LPL-related business in Gurnee, Illinois. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

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.

Pete Colon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Paylocity and NCSA – Next College Student Athlete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its involvement in commodity pool operations, fund advisory, and the use of AI and algorithmic methods in portfolio management.

Michelle Hernandez is a financial advisor with Primerica Advisors based in Elgin, IL. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies through a large network of advisors and offers a range of investment models including strategic, tactical, and tax-managed approaches.

Sheila Odlaug is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Outside of her advisory role, she serves as a volleyball referee for grade schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.

Evaughn Branham Ferrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Wayne Hummer Investments 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, model portfolios, and technology-driven strategies.

W. Merkler is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. He holds Series 63 and Series 66 credentials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.