Jeannie Starks is a financial advisor with Edward Jones in Matteson, IL, holding a Series 66 designation and 7 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Sondra Barrett is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual and several real estate firms. Outside of her advisory role, she is the owner of Sondra Luxury Real Estate Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Nicole Portolos is a financial advisor with Ameriprise in Burr Ridge, IL, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, with an emphasis on assets held in Ameriprise Managed Accounts and algorithmic automation in generating recommendations.

Anne Marie Metro is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she maintains a personal membership with AMWAY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that utilize both in-house and third-party managers, incorporating options for tax management and responsible investing.

Amy Farber is a Financial Consultant currently working at Fidelity Investments since 2019. In her role, she focuses on building professional relationships with clients to provide exceptional experiences during every interaction. Prior to joining Fidelity Investments, Amy held the position of Assistant Vice President and Premium Elite Relationship Manager at Bank of America Merrill from 2016 to 2019. She began her career at Charles Schwab, serving as an Associate Financial Consultant from 2015 to 2016 and as a Derivatives Trade Specialist from 2012 to 2015. Outside of her professional work, Amy engages in various personal interests including fitness, hiking, playing musical instruments, skiing, theater, and traveling.

James Lohse is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been affiliated with Cambridge and Independence Capital Financial Partners since 2012. Outside of his advisory role, he serves as an independent insurance agent and acts as an ambassador for the Naperville Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, providing multiple portfolio management options and a range of proprietary and third-party strategies to tailor client solutions.

David Lutsch is a CFP® professional with 40 years of experience in the financial services industry. He currently works at LPL Financial and has previously been affiliated with Cambridge Investment Research Advisors and FSC Securities Corporation. He has maintained his own firms, Re-Direct Financial Services Inc and Lutsch Financial Group Inc, since 2000 and 1996, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management alongside research and model portfolios.

Hannah Ocampo is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked in the hair and beauty industry for over a decade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to model financial outcomes.

Jennifer Magnesen is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

Anthony Dimiele is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Transamerica Financial Advisors, Wfg, and several entrepreneurial ventures. Outside of advising, he is involved with the Heartland Institute of Financial Education as a certified financial educator and has longstanding ties to community organizations such as the Order Sons of Italy in America and the Burbank Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Lucas Murphy is a financial advisor with Charles Schwab in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab, Ariel Investments, and Chipotle. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm emphasizes an integrated structure with multi-asset model portfolios and alternative investment options.

Jeffrey Hammond is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Transamerica Financial Advisors, Inc. He was also involved with Chicago United Ventures LLC from 2013 to 2017. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by model portfolios and third-party asset managers within an integrated platform that includes access to insurance products and a collateralized lending program.

Maurice Lounds is a CFP® with 25 years of industry experience, currently serving at LPL Enterprise. He has previously worked at Prudential Insurance Company of America, Pruco Securities, and LPL Financial. In addition to his advisory work, Maurice teaches mathematics at Indiana University and IVYTECH Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform combining advisory programs with brokerage and insurance products.

Lukas Petrus is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at the Kreshmore Group and multiple roles during his time at the University of Illinois Urbana-Champaign. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Tina Wilson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's advisory risk profile.

Rosario Vargas is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Vargas worked at Bank of America N.A. and Merrill. 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 and investment management capabilities, delivering recommendations through a centralized due-diligence framework.

Lynda Cabrales is a financial advisor with Primerica Advisors in Chicago, IL. She holds Series 63 and Series 65 licenses and has one year of experience at Primerica Advisors. Prior to this, she worked at Standard Process and Patina Solution, among other positions. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Timothy Barry is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at AXA Advisors, Royal Box Co., and the University of Dayton. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored investment solutions without sponsoring its own wrap fee program.

Carl Zegan is a financial advisor with Cetera in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Strategize Wealth Management Group, Inc. and Avantax Investment Services, Inc. Outside of advisory work, he serves as a volunteer board member for his local homeowners association and provides tax preparation services through Strategize Tax Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services, with access to both affiliated and unaffiliated third-party managers across various program structures.

Ronald Ramos is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. His career includes roles at Avantax Investment Services and Avantax Insurance Agency, along with significant experience managing accounting and payroll functions at American Security Services Inc, a business he has been involved with since 1998. Ramos also owns Personalized Tax, which provides personal and corporate tax preparation and small business accounting services. Cetera Investment Advisers LLC is an SEC-registered firm servicing individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, supporting advisors with model portfolios and access to third-party managers across multiple program structures and custodial relationships.