Jesus Garza is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Investacorp and Securities America Advisors. He is also a licensed insurance agent providing long-term care, life insurance, and fixed annuity options. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models and risk-tolerance questionnaires to construct diversified portfolios across various asset classes.

Viktoria Bendikova is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

George Yost is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Yost served in the United States Marine Corps for two years prior to his financial career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jorge Herrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and TD Ameritrade. Outside of finance, he has been involved with Creative Analytical Idealist X LLC since 2019. J.P. Morgan Securities 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Scott Davis is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over a decade with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. He is involved with Lake County Financial Planning, where he sells Medicare Supplement and Medicare Part D insurance as well as proprietary and non-proprietary life insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of services such as financial planning, advisory programs using model portfolios and third-party asset managers, and access to brokerage and insurance products through an integrated platform.

Mannan Abbasi is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America and the University of Illinois at Chicago. Outside of his advisory role, he is involved in a family furniture business, A-Z Furniture Company, focusing on logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Darren Woodmore is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and seven years of industry experience. His prior work includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, as well as a brief entrepreneurial venture with Crosskicks Fitness LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Hamza Bendjabeur is a Series 66-credentialed advisor at Thrivent Investment Management with one year of industry experience. His prior roles include positions at Merrill and College for Financial Planning, as well as nine years at General Agro eurl. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic reviews and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

William Sparks II is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently advising at Raymond James & Associates since 2016. He holds Series 63 and Series 66 licenses and is based in Kenosha, WI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Philip Fernandez is a financial advisor at Edward Jones in Gurnee, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held positions at firms including Epividian and Hangar Two, and has a background that includes full-time education at DePaul University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Casey Sackman is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Evergreen Medical Services, Excel Ltd Inc, and Franconi Development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Peter Cole Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2009. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathryn Baness is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and six years of industry experience. Her prior firms include LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Northwestern Mutual Investment Services. She is also a notary with the National Notary Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joseph Velez is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, Cambridge Investment Research, Sequoia Wealth Management, and LPL Financial. Outside of his advisory work, he is co-owner of a real estate business, JAJK LLC. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, primarily serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Connor Cook is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held various roles outside the financial industry, including positions at Jimmy Johns, Amazon, and Hy-Vee. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm serves high-net-worth clients and integrates algorithmic automation with advisor oversight in its planning process.

John Chiappetta is a CFP® with 22 years of industry experience, currently serving at Cetera since 2023. He has held roles at Cambridge Investment Research and owns Kaizen Financial Partners, where he provides financial services. Outside of advising, Chiappetta manages employees of a restaurant group and partners in tax and accounting firms. Cetera Investment Advisers LLC supports a nationwide network of independent advisors, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers for a diverse client base including individuals, retirement plans, and institutional accounts.

Gustavo Sanchez is a financial advisor with LPL Financial in Gurnee, IL, holding Series 63 and Series 65 registrations and 11 years of industry experience. Before joining LPL Financial in 2017, he worked at PNC Investments and PNC Bank, as well as Fifth Third Securities and Fifth Third Bank. Outside of advising, he is employed part-time as a shipping specialist for UPS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Brian Gregg is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Dean Anderson is a financial advisor at Edward Jones with 40 years of industry experience. He has held his current role since 2000 and holds Series 63 and Series 65 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Clay Brandt is a CFP®-certified financial advisor with 35 years of industry experience, currently working at Raymond James & Associates since 2018. He previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Brandt serves as a committee member on the Burlington City Park Board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse clientele that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a variety of portfolio management styles supported by in-house research and affiliate resources.