Erik Andersen is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Goris Financial Group, Northwestern Mutual Investment Management, and Technical Youth LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and offers broader derivatives and commodities capabilities through affiliated entities.

Joseph Gleba is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Avantax and Porte Brown Wealth Management. Gleba serves as a director on the board of Crystal Lake Bank & Trust Company and is involved with the Illinois Road Builders Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodial relationships.

Benjamin Murphy is a financial advisor with Morgan Stanley based in Barrington, IL. He holds the Series 66 designation and has 13 years of industry experience. Murphy has worked at Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Peter Manning is a financial advisor with LPL Financial based in Schaumburg, IL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years and has been involved with P and R Management since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.

Ryan Dees is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Fidelity Investments, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Evelyn Gonzalez is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Her prior work includes roles at Kelleher + Holland, LLC, Salvi & Maher LLP, and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios composed of mutual funds, ETFs, and ETPs.

Zachary Callero is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. His prior roles include positions at OSAIC Wealth Inc and Insight 2 Profit, as well as founding Callero Capital Management. Cetera Investment Advisers LLC operates a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with discretionary and non-discretionary program options.

Andrew Rzotkiewicz is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Cetera and its affiliated entities since 2008. Outside of his advisory role, he works as a fitness coach at Orange Theory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform supporting discretionary and non-discretionary strategies.

Sijo Job is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, he was associated with J.P. Morgan Securities and Jpmorgan Chase for over a decade. Outside of his advisory work, he is involved as a dietary consultant through his company, S Job Health, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Kenneth Robbins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has worked in the financial advisory field since 2011, with previous roles as a Financial Advisor at BMO Harris Financial Advisors, Inc. from 2012 to 2016 and at PNC Investments from 2011 to 2012. Kenneth focuses on developing flexible retirement plans tailored to his clients' evolving needs, aiming to help grow and protect their wealth over time. He emphasizes listening to his clients to understand what is important to them and guiding them through significant financial decisions and uncertain times. He holds an Arkansas Insurance License. Outside of his professional career, Kenneth's personal interests include baseball, family activities, and fitness.

Derek Hartmann is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with LPL Financial since 2019. Outside of his advisory work, he occasionally caddies at a private golf club and is involved in restoration work through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Elayne Banks is a financial advisor with Cetera, holding a Series 66 designation and 28 years of industry experience. She has worked with various Cetera entities since 2008 and previously spent seven years at Ameriprise. Outside of her advisory role, she serves as president of the New Hope Club of Liberty Baptist Church auxiliary group and is the recording secretary for the Woodlawn Gardens Condominium Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, with a multi-manager platform that supports a range of investment strategies and program structures.

Jennifer Wilcoxen is a financial advisor with Cetera, holding a Series 66 designation and bringing 15 years of industry experience. She has worked with Cetera and its related entities since 2013 and previously spent over a decade at Exemplar Financial Network. Wilcoxen is also a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and affiliated managers.

Jeff Fjeldheim is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 66 designation and previously operated Fjeldheim Financial Group for 15 years and worked with Raymond James Financial Services for 17 years. Fjeldheim maintains ownership of Fjeldheim Financial Group, LLC, primarily to manage the wind-down of his prior independent advisory business. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, delivering written recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with advisory and brokerage solutions through affiliated entities.

Ann Jenkins is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following a 20-year tenure at Fidelity Brokerage Services. Outside of her advisory role, she has a long-standing position with Petsmart. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimaron Gardner is a financial advisor with Stifel in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Stifel since 2007 and concurrently serves as a shareholder, officer, and director at Gardner Building & Development Inc., a land ownership and development business he has been involved with since 1990. Gardner is also a board member and secretary of The Grove at Wynstone Homeowners' Association. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

Larry Ekstrom is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. Outside of his advisory role, he serves on the advisory board of the Swedish American Museum and participates on the board and finance committee of the Barrington Area Conservation Trust. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research.

Steve Apostolopoulos is a financial advisor with Wells Fargo Clearing in Schaumburg, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Commar since 1982. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Scott Holzer is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2012. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

Robin Drost is a Series 66-licensed financial advisor with LPL Financial based in Palatine, IL, with seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank, totaling 11 years before joining LPL Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.