Thomas Josten is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has been associated with Cetera and its related entities since 2023 and operates his own securities-related business, Josten Financial. Additionally, he is involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

Peter Bentler is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and previously worked at Wayne Hummer Investments for 17 years and Citigroup Global Markets for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning and model portfolio programs, and combines advisory and non-advisory financial activities across a broad platform.

Paul Dato is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with Fortis Investors for 24 years. Outside of his advisory role, he is president of Dato Pistorio Financial Group, Inc., a multi-line insurance agency and investment firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party managers.

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 in Elgin, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes roles at PFS Investments Inc. and Cooper's Hawk, along with several positions in education. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.

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.

Paul Cord is a Series 66-licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a director for the Lombard Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Sheila Odlaug is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Outside of her advisory role, she serves as a volleyball referee for grade schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.

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.

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.

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 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and offers management through affiliated or unaffiliated sub-advisers.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has been with J.P. Morgan Securities LLC since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Haidi Zimmermann is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes roles at KFORCE, Search Pros Staffing, Experis (JPMorgan Chase), Robert Half Financial Services (The PrivateBank), and Pfs Investments Inc. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.