Jeffrey Rodgers is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at James T. Borello & Co. for 13 years and has been involved with the New Trier School District since 2002. Outside of his advisory role, he is engaged in tax preparation and accounting activities through Rodgers Financial Group Inc. and holds a limited insurance agent role for non-variable products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, institutional, and charitable clients through a national network of representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Callero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior work includes roles at OSAIC and Woodbury Financial Services, and he has operated his own entities such as Callero Capital Management Inc. since 2012. Outside of advising, he provides notary services through Matthew Callero Notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment and advisory services including discretionary and non-discretionary portfolio management and access to both affiliated and third-party money managers.

Jacob Strater is a financial advisor at Ameriprise in Schaumburg, IL, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience that includes roles at TPC Deere Run, Aurora Country Club, and St. Ambrose University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

James Platania Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC from 2016 to 2018 and has operated Platania Financial Inc. since 2015. Outside of his advisory role, he is an adjunct faculty member at the National Judicial College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment approaches.

Mitchell Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with MML Investors Services, LLC since 2019 and Mass Mutual Life Insurance Co since 2018. Prior to his advisory roles, he was involved with Peggy's Tavern and Drake University. Mass Mutual Investors Services, LLC 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 seminars, with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

Anja Gribhofer Decker is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Nosco and Constantia Flexibles Sales. 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 network of financial advisors and branch offices nationwide.

Michael Revord is a financial advisor with Edward Jones in Wauconda, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in home remodeling and architectural firms. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, advisory services, and affiliated financial products through a large network of advisors and branch offices.

Avishek Guha is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services Inc and First Allied Securities Inc. His career also includes roles with multiple Cetera entities since 2020. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with assets under management exceeding $256 billion and a network of over 10,000 advisors.

Evan Lange is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Ernst & Young from 2015 to 2017. Evan is based in Arlington Heights, IL. 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 and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Allison Wiseman is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

Uguumur Tsogtbaatar is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2021. Outside of his advisory role, he is a co-owner of a family rental property. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and organizations.

Daniel Feldstein is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 25 years of industry experience. He has worked at Harris Investor Services, Inc. since 2005 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 20 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory role, he serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jennifer Bergin is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, Edward Jones, RBC Capital Markets, Wells Fargo, Morgan Stanley, and Neuberger Berman. She is based in Schaumburg, IL. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Brian Terwilliger is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and IHT Wealth Management. He is a member of the Schaumburg Business Association, participating in networking and volunteer meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Madeline Dominick is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at TrustBank, Fifth Third Bank, JP Morgan Chase Bank, BMO Harris Bank, and TCF (now Huntington). She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery utilizing a combination of proprietary research and algorithmic methods.

John Bodolay is a Certified Financial Planner® at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1994, serving clients from Barrington, Illinois. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Robert Herrmann is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including prior roles at Securities America Advisors and Securities America Inc. Herrmann is also involved in non-variable insurance sales through Herrmann Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and various portfolio management options.

Terrell Wilson is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations. His prior roles include positions at OneAmerica Securities, American United Life, Bank Financial, N.A./THG Financial, Cetera, and Massmutual. Wilson also serves as a volunteer board member of the Illinois Jumpstart Coalition, focusing on financial literacy in disadvantaged communities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Jesse Stabile is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with LPL Financial, having worked there since 2021, with prior roles at Wintrust Investments LLC, BMO Harris Financial Advisors, and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.