Mary Schaub is a CFP® with 30 years of industry experience, currently affiliated with OSAIC in Downers Grove, IL. She has worked at Royal Alliance since 2012 and has provided self-employed tax preparation services since 1999. Additionally, she holds a license as an Illinois insurance agent for fixed life, health, and long-term care insurance, though she is not actively selling. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions.

Robert Bullard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2020, following prior roles at Wells Fargo Clearing Services LLC and David A. Noyes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Dinesh Saxena is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 35 years of industry experience. His career includes over a decade at New York Life and Eagle Strategies before joining MassMutual. Outside of advising, he conducts insurance sales focused on life insurance renewal commissions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning without discretionary investment management.

Patrick Morrison is a financial advisor at LPL Financial with 22 years of industry experience. He has been with LPL Financial since 2009 and holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management options.

Jacquelyn Andrews is a financial advisor with Morgan Stanley in Orland Park, IL, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2019 and has concurrently worked at Wrights Furniture Warehouse since 2004. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-sponsored financial planning agreements.

Hailey Papageorgakis is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Thomas Olszta is a CFP® credentialed financial advisor with Edward Jones, based in Downers Grove, IL, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advisory services, he is the sole member and manager of a commercial real estate business. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Santanu Nandi is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at HGS CX Technologies Inc and Sutherland Global Services Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Stephen Bowman is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Peter Rhee is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 24 years of industry experience. He has worked at Cetera and its affiliated firms since 2015. Outside of advising, he operates a retail sales business and offers consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Guergana Karaalanova is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Gauen is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wayne Hummer Investments L.L.C. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven investment approaches.

Michael Beach is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Keller Williams and Arrive Logistics. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

Anthony Berardi is a CFP® professional with six years of industry experience, currently affiliated with OSAIC. Prior to joining OSAIC, he held roles at Ameriprise and Core Investments Group, among others. His background includes work in both financial services and other industries such as motor parts and sports complex management. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios that include various asset classes.

Christopher Barnes is a financial advisor at Edward Jones with 12 years of industry experience. He previously worked at BlackRock, Northern Trust Bank, and Neuberger Berman LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Mayra Escalante is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering its program on a non-discretionary basis.

Sydney Rainey Gay is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to this, she worked in healthcare and retail sectors, including roles at Siloam Home & Wound Care Physicians Inc and Nordstrom. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kevin Allingham is a financial advisor at Merrill in La Grange, IL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Ameriprise and several other firms across various industries. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kam Mata is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Charles Vietzen is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Advisory Services. He is also involved in the sale of Medicare insurance as an agent for American Republic. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, third-party asset management, and access to a variety of brokerage and insurance products supported by LPL’s integrated platform.