Lynda Nordling is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 23 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC since 2007. In addition to her advisory work, she provides education to the public on Medicare basics as a Medicare consultant. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Jeffrey Osterman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with LPL Financial since 2011 and concurrently associated with First American Bank since 2010. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Joshua Pillo is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Capital One, and Enterprise. He also serves as Vice President of Liquid Wealth Advisors, a business affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Delali Afenya is a Series 66–licensed financial advisor with seven years of industry experience, currently practicing at Equitable Advisors in Oak Brook, IL. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, LLC, Mike Fultz, and Elmhurst College. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Patrick Murray is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Ameriprise since 2018, with prior experience at Investment Professionals, Inc. and operating his own practice from 2014 to 2017. Outside of advising, he serves as a Program Manager for Republic Bank of Chicago’s Financial Services Program. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Theresa Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 credential and three years of industry experience. Her work history includes roles at City National Bank and River West Meeting Associates, Inc. from 2012 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tracy Lepore is a financial advisor at Cetera with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Cetera since 2019. Her prior experience includes roles at Foresters Advisory Services LLC and American Income Life. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers multiple program options including discretionary and non-discretionary portfolio management and access to third-party managers.

Leo Lasky is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Bank of America, Maple Hospitality Group, Portage Point Partners, and Hifi Travel, along with experience in educational institutions such as Southern Methodist University and Saint Ignatius College Prep. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Dutro is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes 18 years with the federal government alongside a long tenure at Primerica, dating back to 1998. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating on a tiered wrap-fee structure.

Brent Bartell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Thrivent entities since 2006, including roles at Thrivent Financial and its associated teams since 2014. Outside of his advisory work, he is employed part-time as a warehouse associate at an Amazon sortation center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers holistic, goal-based financial planning separate from managed-account services, with written recommendations across a range of topics and periodic reviews, but does not provide discretionary portfolio management for institutional clients.

David Arquilla is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Kenneth Peterson is a financial advisor with Cetera in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its related entities since 1999 and is the owner of a CPA service as well as a board member of a local bank. His other business activities include serving as treasurer and stockholder of a computer consulting company and receiving referral commissions on health insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. She previously worked at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to advising, she operates Moser Tax Services LLC, providing tax preparation and accounting services. 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 advisory and brokerage services using model portfolios, third-party subadvisors, and customized strategies, supported by advanced research tools and a broad range of financial products.

J Terence Gallagher is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 1987 and holds roles at both Cornerstone Advisers, LLC and 1st Advantage Financial Advisers, LLC. Gallagher serves on the Board of Advisors for Catholic Charities of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, and charitable clients. The firm operates a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets across approximately 10,000 advisors and 800,000 clients.

Patrick Jarzembowski Jr. is a financial advisor with LPL Financial in Frankfort, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked at J.P. Morgan Securities for seven years and Chase Investment Services Corporation for two years. He maintains a private business entity for tax and investment purposes unrelated to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services delivered through a large network of investment adviser representatives, offering customizable investment strategies and access to both in-house and third-party resources.

Ravi Lakhani is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Gonzalo Villasenor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has been with J.P. Morgan Securities since 2018 and has worked at JPMorgan Chase Bank, N.A. since 2013. Outside of his financial career, he is also active as a musician, performing at various events and gatherings. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wendy Smith-Fleming is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop and implement personalized wealth strategies aimed at growth, preservation, and transfer of wealth. She provides ongoing monitoring and updates to these plans while emphasizing service grounded in experience, integrity, trust, and compassion. Her career at Fidelity Investments spans over three decades, beginning in 1991 as a Customer Service Representative. She advanced through multiple roles including Senior Customer Service Representative, Investments Representative, Relationship Manager, Senior Relationship Manager in the Private Client Group, and currently serves as a Wealth Management Planning Consultant since 2018. Prior to joining Fidelity, she held various positions at Mesirow Financial, Inc. from 1987 to 1990 and Midwest Securities Trust Company from 1985 to 1987.

Mary Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Anderson holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Jackson Glisson is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Paychex, Inc., Arrive Logistics, and United Healthcare. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.