Jason Gena is a Series 66-credentialed financial advisor with Thrivent Investment Management in Munster, IN, where he has worked for 10 years. He serves as the chairperson of the board of education at St. Paul's Evangelical Lutheran Church, a Lutheran school focused on student development through faith and knowledge. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority.

Obiora Tagbo is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2019, preceded by roles at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2019. Outside of his advisory work, he co-owns a residential rental property with his wife. Charles Schwab serves a large client base of 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 and discretionary advisory offerings, multi-asset model portfolios, and alternative investment options supported by centralized operational and supervisory infrastructure.

Kevin Kaminski is a financial advisor at Edward Jones in Flossmoor, Illinois, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jessica Brophy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Stifel from 2013 to 2018 before joining Morgan Stanley in 2018. She is based in Oak Brook, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joanna Pasterczyk is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to Merrill, she was employed at TCF Bank and briefly operated a business called Anna's Maids. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cristy Ryan is a financial advisor with J.P. Morgan Securities in Orland Park, IL. She holds Series 63 and Series 66 designations and has 11 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and has a longer tenure with JPMorgan Chase Bank, N.A. since 2010. 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 program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nathan Link is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Suri/Link Wealth Management Group, which serves affluent families, physicians, corporate executives, and business owners. Nathan joined Merrill Lynch in 2015, bringing experience in portfolio management, customer service, and personalized wealth management strategies. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Certified Private Wealth Advisor® (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nathan's expertise covers areas such as college education planning, executive and equity compensation services, personal retirement planning, portfolio and investment strategy, small business strategies, tax minimization, and retirement income. He works closely with his clients to develop customized wealth management plans that adapt to changing needs and market conditions. His approach emphasizes understanding clients and their goals to prioritize financial planning with appropriate risk management. He earned a Bachelor's Degree from Mercer University, where he played Division I lacrosse and served as team captain. Nathan is involved in various professional organizations including the Mercer University Investment Club, Omicron Delta Kappa, and Pi Sigma Alpha. His community involvement includes participation in the David Cooke DA Campaign, Mercer University Student Government, Naperville North Varsity Lacrosse, and The Salvation Army. In his personal time, Nathan enjoys cooking, golfing, playing music, and spending time with his family.

Christina Valtierra is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 credential with 1 year of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ewa Karim is a financial advisor with J.P. Morgan Securities in Frankfort, IL, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA, since 2009. 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 program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a quantitative and qualitative research approach.

Paul Goodworth is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. Outside of his advisory role, he is involved with Retirement Solutions Advisers, LLC, providing third-party administration consulting services, and serves on the board of The Maine Community College System. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive platforms and tools.

Kenneth Youga is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory process.

Thomas Mcgee is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2015. Outside of his advisory role, he is a partner in a recreational business, Whalen South Float Dock LLC, located in Indiana. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Stephen Devermann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support tailored financial plans.

Michael Edmonds is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at CGO Wealth Management and Edward Jones. Outside the industry, Edmonds is involved with MCE Capital, LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

James Mulkey is a financial advisor with Edward Jones in Munster, IN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. 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 through a nationwide network of more than 23,700 financial advisors.

Ralyn Bocker is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2023, Bocker worked at Bank of America and Merrill from 2020 to 2023, Edward Jones from 2019 to 2020, and operated Bockyn, LLC from 2006 to 2019. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and The Pension Specialists. Nelson serves in the US Army Reserves and is involved in processing life insurance applications as part of an insurance practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a variety of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and support for discretionary and advisor-managed strategies.

Kevin Anderson is a financial advisor at Charles Schwab with 22 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab since 1999 and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved with a local church finance committee and operates a small catering business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment strategies supported by centralized operational and custody infrastructure.

Dina Sarlas is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Nick's Embroidery and held teaching positions at Moraine Valley Community College, Saint Xavier University, and Carl Sandburg High School. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios for intermediary platforms.

Colleen Canny is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has previously worked at Santander Securities LLC and JP Morgan Securities. Outside of her advisory role, she is involved with Canny Properties, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary.