Christopher Folmar 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. Prior to joining Edward Jones, he worked briefly at LSC Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and manages approximately $1.01 trillion in assets. 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.

Malcolm Todd is a CFP® professional with 39 years of experience in the financial services industry. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. His other business activities include part-time involvement in sales of loan products and home security and automation referrals through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Randall Hanson is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fortis Investors, Inc. since 1991. Hanson is also the owner of Forty Four Financial, LLC, a financial advisory business he has operated for over 28 years, involving traditional life insurance and fixed annuities. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, institutions, and charitable organizations. The firm offers integrated brokerage, investment advisory services, and access to multiple advisory platforms, using asset-allocation tools and third-party money managers to construct tailored portfolios.

Sonia Olivo is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Prior to her financial services career, she spent twelve years at Sally Beauty Supply. 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sagar Thakkar is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has been involved in his own financial services firm since 2019. In addition to his advisory role, Thakkar is active in real estate leasing and sales through One Real Estate Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Paul Payne II is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo firms since 2009, including his current role since 2016. Outside of his advisory work, he has a silent ownership interest in BOCKYN LLC, a company involved in designing websites for park districts and online registration systems, and a minority ownership in Reactor 88 Studios, which produces movies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Raymond Iozzo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Todd Zagurski is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo firms since 2009. In addition to his role at Wells Fargo Advisors, he has ownership interests in two investment-related firms based in Naperville, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with optional implementation through various brokerage and advisory programs.

Connor Longust is a financial advisor at Edward Jones in Aurora, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at LPL Financial, LLC, Leelyn Smith, LLC, and Fifth Third Bank. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Eric Vanness is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. His prior experience includes nearly two decades with Waddell & Reed, Inc. and involvement in several community and nonprofit organizations such as the American Legion Post 414 and the Association of Financial Educators. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and technological tools.

Mark Babula is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 65 designations and is based in South Barrington, Illinois. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm provides integrated brokerage, custody, and advisory solutions supported by a centralized operational structure.

Denise Baranowski is a financial advisor at OSAIC with 23 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 12 years before joining OSAIC in 2024. Baranowski holds Series 63, Series 65, and Series 66 licenses. She is a principal of The Divorce Financial Group, LLC, which focuses on divorce planning and analysis. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, and institutional entities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to manage portfolios that may include various asset types on discretionary or non-discretionary bases.

Ronald Asselborn is a financial advisor at Financial Planning Resources, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with his current firm since 1999. Outside of his advisory work, he serves as a high school soccer referee during the spring and fall seasons. Financial Planning Resources, LLC is an independent firm based in St. Charles, IL, consisting of a single advisor.

John Waller is a financial advisor with Stratitech Consulting, Inc. He holds the Series 65 credential and has 10 years of industry experience. He has worked at Martin Matthews Group, Inc. since 2008. Stratitech Consulting, Inc. is an independent firm serving clients through personalized financial strategies.