Zachary Porter is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America, Inc. and Cetera Investment Services LLC. He serves as co-trustee of the Janice S. Anderson Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Louis Miller is a financial advisor at Osaic Wealth, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, Miller is the president of Financial Vistas, a sole proprietorship engaged in selling traditional fixed life insurance, fixed annuities, group health insurance, disability, and long-term care products. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using a range of asset-allocation tools and investment vehicles.

Aaron Kramer is a financial advisor with Edward Jones in Oswego, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Kramer serves as an assistant boys and girls tennis coach for the Oswego School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a large network of financial advisors and branch offices across the United States. The firm offers various advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Zack Meyer is a Series 66-licensed financial advisor with Edward Jones in Naperville, IL, having entered the industry in 2024. Prior to joining Edward Jones, he worked in various roles across medical and business solutions companies. Outside of financial advising, he serves as a JV head coach for the Oswego Hockey Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Kosta Tanglis is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. He previously worked at JP Morgan Chase for nine years before joining LPL Financial in 2021. 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 and access to model portfolios and third-party asset management.

Michael Wollbrink is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and business owners across the country to help them pursue their investment and financial goals through personalized wealth management strategies. As a Personal Investment Advisor (PIA), Michael focuses on aligning financial plans with clients' life priorities. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael emphasizes understanding what matters most to his clients to create flexible strategies tailored to their goals and aspirations. Michael holds a Bachelor's Degree from Western Illinois University. Outside of his professional practice, he enjoys football, golfing, swimming, and spending time with his family.

Alexander Gallegos is a financial advisor at OSAIC with 16 years of industry experience. He previously worked at Woodbury Financial Services Inc and BMO Harris Financial Advisors. Outside of his advisory role, he serves as Vice President of the Riverside Chamber of Commerce, is a director of the Riverside Township Lions Club, and is a trustee on the Riverside Village Board of Trustees. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Charles Lazzara is a financial advisor with UBS Financial Services in Plainfield, IL, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Yolanda Perez is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Bank of America Merrill Lynch and JP Morgan Chase. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers a broad range of investment programs and strategies.

Ricardo Martinez is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015 and 2018, respectively. Martinez also serves as a communications specialist and operations planner in the United States Marine Corps. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Paula Sheffield is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at Cetera, Fifth Third Bank, and JP Morgan Securities LLC. Outside of her advisory work, she is involved with Partnerland LLC, a business entity focused on tax and investment purposes. 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 financial planning and investment management services using both proprietary and third-party strategies, supported by technology tools for advisors.

David Charnot is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Merrill, Avantax, and Bank of America. Outside of his advisory role, he prepares tax returns through his business, Strategize Tax LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts, offering varied portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Nadine Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Andrew Umbach is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 21 years of industry experience. He has been with Cetera and its affiliated entities since 2014, including roles at First Allied Advisory Services and First Allied Securities. Outside his advisory work, he is involved as an independent contractor in Social Security analyses and other financial-related activities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jennifer Grzeskiewicz is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include seven years with First Trust Advisors L.P. and eleven years at Advisors Asset Management, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with a range of financial products and referral channels.

Ilhan Yargi is a financial advisor with Charles Schwab in Orland Park, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup, LPL Financial, and BMO Harris Financial Advisors. Charles Schwab serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Aaron Lathrop is a financial advisor with Edward Jones in Naperville, IL, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches CrossFit classes at a local gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and $1.01 trillion in assets under management.

Victoria Vandeleur is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at UBS Financial Services and Morgan Stanley. Outside of finance, she was involved with the Sports Performance Volleyball Club for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice.

Michael Mc Intyre is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Cetera Advisors LLC and Megent Financial. Outside of his advisory duties, he is involved with Delaware North Sportservice as a portable vendor. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Adam Underhill is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses and is based in Shorewood, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and other investment services under a fiduciary standard.