Sandeep Mangal is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at City National Bank, RBC Capital Markets, and Stat Trade Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supporting recommendations with forward-looking capital market assumptions and incorporating an ESG eligibility framework.

Anthony Bianchi Sr. is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member for Lake County Crime Stoppers, an anonymous crime tip line. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs but does not include implementation of recommendations as part of the service.

Jock Cameron is a CFP® with 30 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Service, Inc. for 14 years and Valic Financial Advisors for 6 years. Cameron is also the Finance Committee Chairman for the Geneva Community Chest, a local nonprofit organization supporting over 25 community groups. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm focuses on model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by a complex affiliate network and extensive program offerings.

Jason Sidell is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Ameriprise. 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 may incorporate ESG criteria, with implementation support from affiliated investment management entities.

Matthew Taylor is a financial advisor with LPL Financial in Wheaton, Illinois, holding a Series 66 designation and two years of industry experience. He is also president and business owner of Westward Media, a non-investment related company, and works as a camera assistant in film, television, and commercial productions through IATSE Local 600. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Timothy Drechsel is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Wintrust Wealth Management and J.P. Morgan. Outside of his advisory work, he owns The Picture Garden Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers various investment programs and utilizes advanced operational tools while maintaining a broad scope of financial services beyond advisory solutions.

Dennis Marach is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Citigroup Global Markets for six years before joining Linsco Private Ledger, now part of LPL Financial, in 2006. He is involved in outside insurance activities and operates Marach Financial Management, which includes non-variable life insurance writing and tax preparation services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Thomas Harty is a financial advisor with Charles Schwab in Wheaton, IL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include positions at Fidelity, JMG Financial Group Ltd, Sikich Financial, and Schwab Retirement Plan Services. He serves as Chair of the Stewardship Committee and is a council member at Faith Lutheran Church. 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 services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and offers multi-asset model portfolios, alternative investments, and integrated custody and brokerage services.

Erick De La Cruz is a financial advisor at Morgan Stanley in Barrington, IL, holding a Series 66 designation. He began his career at Morgan Stanley in 2025. Prior to this role, his work experience includes positions at Coro Enterprises LLC The Red Lion, Exmoor Country Club, and Target Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brandon Nguyen is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, M1 Finance, and Merrill Edge/Bank of America. 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 within a non-discretionary framework. Their advisory process includes centralized due diligence with a combination of quantitative and qualitative research supported by affiliated portfolio services.

Brian Schnell is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Northern Trust Bank, Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage capabilities.

Jeff Slattery is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of finance, he operated DreamLander Eco-Adventure Tours for five years. 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 within a non-discretionary program. Their advisory process integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

Aira Lodygowski is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with BMO Harris since 2011, including roles at BMO HARRIS BANK from 2011 to 2018, and joined LPL Financial in 2018. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategic and customized investment approaches.

Michael Ulaszek is a financial advisor with Edward Jones in Geneva, IL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Adisa Hadzic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and also has experience at JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Joseph Miceli is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he is involved in health and life insurance renewals as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program options, including automated allocations and direct indexing.

Gerald Rienton is a Financial Consultant at Fidelity Investments, where he focuses on understanding clients' financial goals and creating tailored financial plans. He has been with Fidelity Investments since 2019, holding various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Gerald worked as a Personal Banker at JPMorgan Chase Bank and U.S. Bank. Throughout his career, Gerald has developed expertise in financial planning and client relationship management. He emphasizes building relationships based on trust, reliability, and curiosity, utilizing Fidelity's tools and resources to support clients and their families in achieving their financial objectives.

Roger Smith is a CFP® professional with 25 years of industry experience, currently serving at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of over 23,000 financial advisors.

Martin Friel II is a financial advisor with Ameriprise in Geneva, IL, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory work, he serves as president of the Tri-Cities Soccer Association and has been a youth soccer referee for multiple local leagues. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Jennifer Kaehu Hervai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, with prior experience at Bank of America and Patrick BMW. 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 advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.