Paul Dato is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Fortis Investors for 24 years. Outside of his advisory role, he is president of Dato Pistorio Financial Group, Inc., a corporation involved in multi-line insurance and investments. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by various analytical tools and offers multiple custodian and program arrangements.

Pete Colon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Paylocity and NCSA – Next College Student Athlete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its involvement in commodity pool operations, fund advisory, and the use of AI and algorithmic methods in portfolio management.

Joshua Beard is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at American Bank & Trust for six years and had a role at Wash Depot Holdings - Simonize Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michelle Hernandez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and a variety of non-financial positions in education and hospitality. She also receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Kevin Fahy is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial in Warrenville, IL. His prior experience includes roles at Fidelity Brokerage Services LLC, Woodbury Financial Services, and Benjamin F. Edwards & Company. He is also involved with Legacy Wealth Advisors in a client service capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary planning supported by analytical tools and technology.

Marybeth Moran is a financial advisor at LPL Financial with 30 years of industry experience. She has been with LPL Financial since 1999 and holds the Series 63 and Series 65 licenses. Outside of her advisory role, Moran serves as a for-profit board member of McHenry Community Bank and is involved in a CPA firm, Kirkby, Phelan & Associates CPA, LLC. 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 financial planning and investment management services through a large network of advisors utilizing a variety of strategies and technology tools.

Christopher Goebel is a financial advisor with Ameriprise in Lombard, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Evaughn Branham Ferrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. He is also involved with Leaders Partners, Incapitas in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Joseph Pedrigi is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Scottrade, TD Ameritrade, and Itasca Bank & Trust Co., where he currently has a licensed branch employee role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of discretionary and non-discretionary strategies supported by technology tools.

Micah Welton is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Calamos Financial Services and Fidelity Investments. He also serves in the Illinois National Guard as an All Source Intelligence Analyst. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and offers a comprehensive, multi-asset investment approach.

Jason Patel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He also teaches at a local community college in North Aurora, IL, a role he has held since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains specialized programs for municipal advisory and employer retirement plans.

Laith Al Tikriti is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including LPL Financial, Invest Financial Corporation, and Fifth Third Securities. Outside of his financial advisory role, he is a partner and president of Sanaa Bin Hussain LLC, a women’s dress retail business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Stevens is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting business ownership with PMM Partners, Inc. Ameriprise offers specialized retirement-income planning services tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Chad Agnew is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes positions at TD Ameritrade, Scottrade, and DWS Investment Management Americas. Outside of his advisory career, he is licensed to umpire youth and high school baseball games. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment guidance with integrated brokerage, custody, and advisory services.

Edgar Perez is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at HomeSafe, Thrivent Financial for Lutherans, Insight Enterprises, and the University of Arizona. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Mark Yackey is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor since 1991. Outside of his advisory role, he serves as president of Word of Truth Ministries and is a board member of the Danada Condo Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and investment recommendations supported by internal research and third-party data.

Thomas Zarndt is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Paul Peterson is a financial advisor at Fidelity with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC serves a diverse client base including retail and institutional investors, providing investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory roles to multiple registered investment companies.

Thomas Kret is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services.

Qamil Dervishi is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and previously spent 12 years at Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions, supporting a range of investment strategies that may include ESG considerations.