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.

Scott Mitchem is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Price Kong & Company CPAs. He serves on the Arizona State Board of Accountancy's Law Review committee and is a trustee for Price Kong Pension Plans. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a multi-manager platform.

Narayan Athanikar is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jing Ping Xu is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, Xu worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W&R Insurance Agencies from 2007 to 2021. Outside of advisory work, Xu has operated Dream Land Realty since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by model portfolios and research from multiple sources.

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 financial advisor at Edward Jones in Crystal Lake, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 23,700 financial advisors.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Loucks has been with J.P. Morgan Securities and its affiliated entities since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Petersen is a CFP® professional with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. Outside of his advisory role, he is involved in a family business, Alpar Laboratories, Inc., where he assists with general operations on an as-needed basis. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a wide range of financial planning, retirement consulting, and investment management services. The firm utilizes various tools and platforms to construct and manage portfolios that include a broad spectrum of asset classes, serving both discretionary and non-discretionary accounts.

Jeffrey Rodgers is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 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. Outside of his advisory role, he is engaged in tax preparation and accounting activities through Rodgers Financial Group Inc. and holds a limited insurance agent role for non-variable products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, institutional, and charitable clients through a national network of representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Platania Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC from 2016 to 2018 and has operated Platania Financial Inc. since 2015. Outside of his advisory role, he is an adjunct faculty member at the National Judicial College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment approaches.

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 at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services Inc and First Allied Securities Inc. His career also includes roles with multiple Cetera entities since 2020. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with assets under management exceeding $256 billion and a network of over 10,000 advisors.

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.

Allison Wiseman is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

Uguumur Tsogtbaatar is a financial advisor at Merrill in Arlington Heights, IL, holding a Series 66 designation with eight years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2021. Tsogtbaatar is also a co-owner of a family rental property. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.