Blade Varian is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative screening and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Greg Imhoff is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual in various capacities from 1999 to 2019. Outside of his advisory work, he is involved as a manager and partner in BMGI Planning Partners, LLC, and has other business interests related to financial planning and insurance. 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 wide range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools but with investment decisions made by advisors.

Terri Abrams is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James Financial Services, Inc. since 1999. Abrams serves on the Woodstock Police Pension Board as an advisory board member. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutional clients, and charitable organizations, using tailored planning and risk profiling tools.

Joseph Scott is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 designations with 34 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, he owns a rental property business in Fort Lauderdale, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supplemented by firm-approved tools.

Paul Wessel is a financial advisor with Ameriprise in St. Charles, IL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. In addition to advisory services, he is involved in independent insurance brokering, specializing in long-term care insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment ecosystem.

Mark Gallegos is a financial advisor with Cetera and holds a Series 66 designation. He has three years of industry experience and has worked with firms including Porte Brown Wealth Management and Avantax. Outside of his advisory role, he is a partner at Porte Brown LLC, where he leads the international tax department and the M&A tax area, and engages in tax research, writing, and speaking. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Michael Solesky is a financial advisor with Raymond James Financial in Itasca, IL, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Raymond James Financial Services since 2000 and the broader Raymond James Financial organization since 2009. Outside of his advisory role, he is involved as an owner and agent in Tistle, Solesky & Burgman Financial Services, where he works with fixed annuities and term life insurance. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining affiliations and programs that address specialized advisory needs.

John Weitzel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2009. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Elzbieta Jarzabek is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Fortis Capital Advisors, and Fifth Third Bank. Jarzabek is also involved with Olesen Financial Group, a non-investment-related support company based in Lake in the Hills, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach utilizing analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brian Harrigian is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 designations and two years of industry experience. He has worked with Cambridge Investment Research and Preferred Planning Concepts in various advisory roles since 2014. Outside of his advisory work, Harrigian coaches youth baseball for the Park Ridge Jr. Hawks Traveling Baseball League. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Joon Choi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at J.P. Morgan Securities and Chicago Financial Services, Inc. Merrill, together 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, and institutional investors.

Sean Lee is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Molo Solutions for five years and held roles with Be Reality Group, Core Spaces, and The University of Illinois Urbana-Champaign. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in activities such as fund-of-funds management and oversight of affiliated sub-advisers.

Leslie Cabrera is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. Before joining Morgan Stanley in 2023, Leslie worked at Horizon Wealth Management and Benjamin F Edwards. Outside of her advisory roles, she has experience at a nursing home and a recreation center. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Patrick Nix is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Avantax, and Alcorn & Cureton, Ltd., where he is involved in accounting and tax preparation. He also owns a tax preparation and accounting services business, advising clients on tax matters and business operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.

Patrick Mulvaney is a Financial Consultant currently working with Fidelity Investments. He collaborates with clients and their families to understand their financial goals and develop personalized strategies aimed at growing, protecting, and managing wealth. He emphasizes open dialogue and education to assist clients in making informed financial decisions. Patrick has progressed through roles at Fidelity Investments, starting as a Financial Representative in 2023, then as an Investment Consultant from 2024 to 2025, before assuming his current position. Prior to joining Fidelity, he held a Financial Representative role at Northwestern Mutual during 2022 to 2023. He holds an Arkansas Insurance License. Outside of his professional work, Patrick engages in activities such as bowling, cooking and baking, fitness, golf, traveling, and volunteering.

Connor Brandon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Forbes Technical Consulting, Purdy Products Company, CareerBuilder, and Tech USA. He spent eight years in full-time education prior to entering the financial services field. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds supported by a large nationwide network of advisors.

David Kosobucki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2013, following prior roles at U.S. Bancorp Investments, Ameriprise, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Thomas Davia is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Woodbury Financial Services. In addition to his advisory role, he is affiliated with Alliant Credit Union. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a variety of investment strategies.

Michael Corbett is a financial advisor at Edward Jones in St Charles, IL, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services through a nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary investment strategies, access to separately managed accounts, and operates under a fiduciary standard.

John Shuster Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior work includes a decade at Stifel before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions that incorporate research from Wells Fargo Investment Institute and third-party sources.