Richard Petras is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. He serves as a trustee for two family trusts in Illinois. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Wayne Pover is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 27 years of industry experience. He has worked at LPL Financial since 2018 and previously spent five years with Cetera Advisor Networks LLC. Pover is also a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. 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 through a large nationwide network of advisors and branch offices.

Nicole Hutcheson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Ausdal Financial Partners, HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 combines institutional advisory operations with brokerage and investment management capabilities.

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2019 and has been affiliated with BMO Harris Financial Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technologies such as machine learning.

Jason Hersh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cetera and CETERA Financial Specialists LLC. He currently operates in Barrington, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Timothy Glennon is a financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Outside of his advisory role, Glennon is involved with JP Glennon & Associates and The Financial Group, Ltd., where he holds roles including business entity representative and notary. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research supported by both in-house and third-party sources.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Murphy is a financial advisor with Edward Jones in Elburn, IL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages individual and education savings accounts for a family member and holds a traditional IRA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Alondra Harvey is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. Outside of her advisory role, she was involved with Seven Bridges Golf Course from 2015 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anna Maria Fosteras is a CFP® and holds a Series 66 license with Morgan Stanley, where she has worked since 2013, including 11 years at Morgan Stanley Private Bank, N.A. She has 13 years of experience in the financial industry. In addition to her advisory role, she is involved in publishing through self-publishing and authorship activities outside of her financial career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and utilizes firm-approved tools and market simulations in its planning process.

Bryan Holstrom is affiliated with OSAIC and holds the Series 63 and Series 65 designations. He has 36 years of industry experience, including prior roles at Securities America Advisors, Covenant Financial, and Securities Service Network. Holstrom serves on the board of trustees for Mid-America Reformed Seminary and is a trustee for Grace Orthodox Presbyterian Church. He also volunteers as a financial planner for the Orthodox Presbyterian Church’s Committee on Ministerial Care. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and automated rebalancing to construct portfolios from a broad array of investment vehicles.

Andrew Callicutt is a Series 66-registered financial advisor with 11 years of industry experience. He is currently with Cetera, having joined in 2023 and working across multiple affiliated entities within the firm. Prior to Cetera, he was with J.P. Morgan Securities, LLC for nine years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial arrangements.

Joan Winter is a financial advisor with Morgan Stanley in Barrington, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in photography through her proprietorship, PhotoJJenic, and as a partner in Julie Gockman Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Celeste Bailey is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015. Outside of her financial career, she works as a freelance soccer referee and is involved in teaching and mentoring through the Illinois Soccer Referee Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s financial planning approach uses structured discovery conversations and firm-approved tools to develop tailored plans, serving approximately $2.74 trillion in client assets.

Kamaljit Kalia is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at BMO Harris Bank from 2015 to 2024 before joining LPL Financial in 2024. 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 consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Andrew Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he was employed at Valparaiso University and Barrington High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and offers a consolidated billing option combining planning and managed-account services while maintaining them as separate offerings.

Sergio Pedroza is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on managing new wealth, portfolio management services, and small business strategies. As a Merrill Financial Solutions Advisor, Sergio works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. He provides resources for investing, retirement planning, unexpected savings, and access to Bank of America specialists for banking, credit, home financing, and small business solutions. Sergio holds a Bachelor's Degree from Northern Illinois University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a bilingual fiduciary advisor fluent in English and Spanish, committed to offering ongoing advice and guidance as clients' needs evolve. Outside of his professional work, Sergio has personal interests in chess, soccer, and traveling. He emphasizes a client-centered approach, stating that he helps clients uncover what matters to them and their families to create financial strategies aligned with their goals.

Jacob Lewandowski is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at BMO Harris Bank and Packback Inc., and prior to that, was involved in roles at the University of Wisconsin-Whitewater, Chicago Race Management, Elgin Community College, and St. Charles North High School. 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 representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Christopher Cagadas is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns PMM Partners Inc, a business managing practice operations, and serves on the board of the Ascension Illinois Foundation. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.