Michael Herget is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Citigroup Global Markets, Citicorp Investment Services, Chase Investment Services Corp., Banc One Securities Corporation, and Merrill. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Crosby is a financial advisor at Edward Jones with 14 years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Goldman Sachs & Co from 2015 to 2017. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Brian Serio is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual for nine years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.

Denise Cerny is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and Chase Investment Services Corp. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Donald Disteldorf is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2005 and Cetera Financial Specialists LLC since 1993. In addition to his advisory role, Disteldorf is the owner and president of Disteldorf, Ltd CPA's, an accounting and tax services firm, and serves as president of Compu-Train, Inc., a computer and software training company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party money managers.

Bruce Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Jonker is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Jonker & Associates since 2008, providing tax preparation and corporate accounting services. Additionally, he is the owner and CFO of Niche Interactive Media, Inc., an online affiliate marketing business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

Alina Wold is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at First Midwest Bank from 2016 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Claudia Marban is a ChFC® and Series 66 credentialed financial advisor with 25 years of industry experience. She has been with Ameriprise since 2000, currently serving at their Mokena, IL office. Outside of her advisory role, she manages a business, Marban & Associates, Inc. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Mallett is a financial advisor with Cetera, holding Series 65 and Series 63 designations. He has professional experience in financial services beginning in 2015, including roles at Morningstar Investment Management, Betterment, Ernst & Young, and Accenture. He joined Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a variety of investment management and planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Maria Delre is a financial advisor at OSAIC with 26 years of industry experience. She holds the PFS™ designation and Series 66 license. Her prior roles include tenures at Royal Alliance Associates, LPL Financial, and Waterstone Financial Group. Outside of advising, she owns Delre & Associates, Inc., a firm focused on tax preparation and accounting services. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charities. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and the use of third-party managers.

Caleb Wilson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at DoorDash, Northwestern Mutual, Aflac, UTSAV Inc., and Foster Specialty Floors. He also worked as a self-employed referee with the US Soccer Federation for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of funds.

Stephen Potts Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at LPL Financial since 2015, with previous roles at Opus Wealth Management Group and MSI Financial Services, Inc. Potts is involved in tax preparation and accounting through ownership of HighPoint Tax Services, LLC. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Charles Poindexter II is a financial advisor at OSAIC Wealth, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Advisors, Woodbury Financial Services, Valic Financial Advisors, and LPL Financial. Outside of OSAIC, he is also involved as a financial advisor in marketing activities at NorthPoint Financial Group. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a multi-advisor platform.

Richard Osty is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. In addition to his advisory role, he serves as a commissioner for the Village of Tinley Park, advising on economic development initiatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Joel Carlsen is a financial advisor with Morgan Stanley in Lisle, Illinois, holding a Series 66 designation and over 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in trust services based in Dover, Ohio. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Logan Watta is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Stockton Wealth Management and Bush Wookies. Outside of his advisory role, he is a co-owner of 7 Seas Caps, where he manages social media and oversees distribution and shipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Brian Hynes is a financial advisor at OSAIC with a Series 66 designation and 16 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining OSAIC. Outside of advising, Hynes serves as the head basketball coach at Marist High School and teaches finance and accounting at Moraine Valley College. He is also a board member of The Andrew Weishar Foundation, a charity focused on cancer fundraising. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance analysis and rebalancing tools.

Kevin King is a financial advisor with LPL Financial, holding the Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a wide network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, combining technology tools with a broad spectrum of investment options and institutional platforms.

Eric Swanson is a financial advisor with MassMutual Investors Services in Lisle, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining MassMutual Investors Services and MassMutual Life Insurance Company in 2025, he worked at USLI and Allstate. From 2012 to 2017, he was employed at White Deer Run Golf Club. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved tools and offers additional services including educational seminars and recently introduced divorce planning.