Allen Weingarten is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has served at Kutchins, Robbin, Diamond, Ltd. since 2017 and has maintained ongoing roles with Rhr Wealth Management, LLC and Rockoff Harlan Rasof, Ltd., an accounting firm where he works as a CPA. Outside of his advisory work, Weingarten is actively involved in accounting and tax services through his CPA practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party managers, and operates at significant scale with over $256 billion in assets under management.

Ronald Guidice is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. His prior experience includes roles at Jewel Osco and Peapod. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized team to deliver algorithmically supported, non-discretionary retirement recommendations.

Joshua Allen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG criteria within eligible strategies.

Alexander Ingalls is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at RBC Capital Markets since 2009, with prior experience at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Richard Scheele is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for nine years. Outside of his role at OSAIC, Scheele is a partner and manager at The Next Level Planning Group, LLC, where he participates in strategic decision-making and operational management. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various account types and investment strategies across its affiliated broker-dealer and RIA networks.

Olivia Hauser is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she held various roles in education and other fields, including positions at Illinois State University and Mobile Therapy Centers of America. Fidelity’s Strategic Advisers LLC, where Olivia works, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms.

Mark Pautsch is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has worked at various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios along with customized strategies.

Ezra Samuels is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces them to the solutions available through Merrill and Bank of America. He aims to empower clients with knowledge and tools to manage their financial lives effectively. Ezra holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Syracuse University.

Donald Gaylord Jr. is a financial advisor at Edward Jones in Elgin, IL, holding Series 63 and Series 66 licenses with 22 years of industry experience, all at Edward Jones since 2004. He is involved in real estate investment through ownership of multiple properties in Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Jack Pierce is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He currently works at RBC Capital Markets and has prior experience at City National Bank and U.S. Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, along with integrated financial planning and custody services.

George Kohl III is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior work includes roles at Hines Interests Limited Partnership and the National Student Leadership Forum. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Anthony Manfrin is a financial advisor at Robert Baird & Co. in Elgin, IL, holding Series 66 and Series 63 licenses with three years of industry experience. His prior experience includes roles at Guardian Life, MetLife Investors Distribution Company, and Unum. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and unified fee arrangements, supported by internal research and technology including artificial intelligence.

Kyle Butson is a financial advisor with LPL Financial in Roselle, IL, holding a Series 66 designation and eight years of industry experience. His prior work history includes four years at Edward Jones and roles at Itasca Bank & Trust Co and Integrated Facilities Solutions. 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, encompassing financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Masciopinto is a financial advisor at Ameriprise with 37 years of industry experience. He has held his current role since 2020 and previously worked at Ameriprise Financial Services, Inc. for 33 years. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Nicole Mackowiak is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked previously at Avantax Investment Services and 1st Global Advisors, and she currently manages operations at Porte Brown Wealth Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program structures.

Kevin Kelly is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Avantax and LPL Financial, and he is the owner of Resurgens Investments, LLC as well as Legacy Tax & Accounting, LLC, where he manages tax and accounting services. Kelly also offers identity theft protection services through Harvard Risk Management. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services across multiple program structures, offering access to both affiliated and third-party money managers.

Mark Geraci Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Money Concepts Capital Corp from 2007 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a broad array of affiliated financial services.

Robert Gattuso is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at various Morgan Stanley entities since 1998 and currently serves as a director for The Lambs, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by proprietary tools and models.

Anum Melwani is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2019, Melwani worked at First Security Trust and Savings and JP Morgan Chase. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Dales Jr. is a financial advisor with Raymond James Financial Services Advisors Inc. in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James and affiliated firms since 2016. Outside of advising, he is a partner and owner in a rental real estate LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.