Timothy Wagenknecht is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at E*TRADE Capital Management LLC, Wealth Watch Advisors, LLC, and Fortified Financial Services, Inc. Outside of his advisory work, he is a partner in Patriot Property Partners, LLC, a company formed to hold and maintain property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

Brandon Macias is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and previously was involved in hospitality management and a bread and wine business. Macias serves as a board member of DayOne Alliance, a nonprofit organization focused on compliance with its mission and ethical standards. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset segments. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jason Yang is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities LLC, New York Life Insurance Co, and BMO Harris. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jeffrey Todd is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and Todd & Associates, Inc. alongside his current role. In addition to advisory services, he is involved in insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and strategies implemented through a multi-advisor platform.

Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. 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 financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Dray Henderson is a financial advisor with LPL Financial, holding Series 63 and 66 registrations and bringing 26 years of industry experience. Prior to joining LPL in 2026, he spent 14 years at J.P. Morgan Securities and 24 years with JPMorgan Chase Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kathrine Wunderli Bastian is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity in various roles from 2007 to 2024. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Kathleen Morton is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 41 years of industry experience. Her career includes roles at Norwex and Isagenix International, LLC, and she is a 50% owner and secretary of Morton Private Wealth Strategies, Inc. Morton also has a long-standing association with Melaleuca since 1993. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports wrap-fee advisory programs, and maintains specialized municipal and SIMPLE IRA advisory services.

Daniel Studebaker is a financial advisor with Thrivent Investment Management in Geneva, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Northwestern Mutual and John Roland. He serves on the board of Fellowship of Christian Athletes, supporting high school athletes through athletics and discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning without discretionary trading authority. Their approach includes options for combining planning with managed accounts under a consolidated billing program called WealthPlan.

Caden Blazing is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Chungdahm Academy and the Mayo Clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas. The firm combines goal-based analyses with managed-account options while maintaining planning and portfolio management as separate services.

Gayle Peterson Gillen is a financial advisor with Ameriprise in Lisle, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations tailored annually by a centralized consulting team.

G Mc Loughlin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2019, Mc Loughlin was involved with CEKA Creative Boutique for four years and spent seven years as a homemaker. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gerald Rife III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, US Waterproofing, and The Flying Locksmiths. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research, supporting a range of eligible investment strategies.

Robert Teske is a financial advisor with OSAIC holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Woodbury Financial Services, Inc. and Callero and Lorenz Financial. Teske is also involved in assistant roles focused on client service and retirement planning and operates a sole proprietorship as a licensed life and health insurance producer. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and a range of strategies including Unified Managed Accounts and third-party manager programs.

Jacob Cate is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He previously worked at Masus Financial Group, Ltd. from 2015 to 2019 before continuing with LPL Financial since 2014. Outside of his advisory work, Cate has a partial ownership interest in an insurance agency based in Downers Grove. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions and supports its advisors with research tools and multiple investment platforms.

Zachary Dungee is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2024. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority and separate managed-account options under a consolidated billing system.

Michael Sloan is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wayne Hummer Investments for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

John Verbeke is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and previously worked at A. G. Edwards & Sons, Inc. for two years. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Brian Graf is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2011, having previously worked at Woodbury Financial Services and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.

John Burbidge Jr. is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and the Stephen Buechele Insurance Agency. Fidelity’s Strategic Advisers LLC, where he is employed, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.