Christina Chervenak is a financial advisor at Edward Jones in Des Plaines, IL, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked for six years at TMC, a division of CH Robinson Worldwide. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Gregory Wells is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad range of planning services including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Gregory Powell is a Series 63 licensed financial advisor with 42 years of industry experience. He is currently affiliated with Cetera and has held various roles within Cetera and its associated entities since 2012. He also serves as a compliance officer at Horizon Financial Group and Horizon Financial Network. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

Karen White is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 66 registrations and possessing 16 years of industry experience. Her prior work includes roles at First Allied Securities LLC and LPL Financial, LLC. She is also a partner in a family business distributing health products through Shaklee.Com/Teamknopp LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Artiz Stroud is a financial advisor at Cetera with 14 years of industry experience and holds Series 63 and Series 66 registrations. His background includes a long tenure at Fidelity Investments and roles at multiple Cetera entities. Outside of his advisory work, Stroud is engaged as a professional life coach and co-owns Shepherd Effect, an organization focused on fatherhood and family education. He also operates businesses providing estate planning preparation coaching, budget coaching, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management programs, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Robert Gauthier is a CFP® professional with 41 years of industry experience. He is currently affiliated with Cetera and has held positions there since 2013. He is also the owner of RMG Financial Services, an S-Corp financial services entity, and operates a DBA under Gauthier Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sharon Schwager is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She has held prior roles at Creekview Wealth Management and previously worked at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Curtis Whitehouse is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and 12 years at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Christine Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and its investment management division since 2010. Messerschmidt serves as a board member of the We Raise Foundation, which supports Christian nonprofit organizations addressing poverty, violence, and inequality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses that cover a wide range of financial topics, delivered as either one-time or ongoing engagements separate from portfolio management.

Agnes Roach is a CFP® professional with 42 years of experience in financial advising. She is currently with LPL Financial, where she has worked since 2018, following prior roles at Cetera Advisor Networks and her own firm, AA Roach Financial Planning. 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, model portfolios, third-party asset management, and institutional platforms.

Paul Maurin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Royal Alliance Associates, Inc. since 2015. In addition to his advisory role, Maurin is involved in accounting and tax services through his ownership of Accountants & Financial Planning Associates and holds leadership positions in several business entities related to general accounting and insurance. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

Robert Paneral is a financial advisor with LPL Financial in Mt. Prospect, Illinois, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior roles include positions at Wayne Hummer Investments, Citigroup Global Markets, and Citicorp Investment Services. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Denise Bondiman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various roles 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Krista Simons Gliva is a financial advisor with Primerica Advisors in Lake Zurich, IL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has also been affiliated with Primerica Financial Services and Ross Barney Architects since 2011. Beyond her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Heather Torseth is a financial advisor with LPL Financial in Cary, IL, holding a Series 66 designation and six years of industry experience. Her prior experience includes roles at BMO Harris Financial Advisors and Citigroup. 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 provides a broad range of advisory and brokerage services, including financial planning and access to various portfolio management strategies.

Keith Pinsoneault is a CFA® charterholder with 12 years of industry experience. He has worked at Edward Jones since 2026 and previously held roles at Janus Henderson and REINHART PARTNERS, Inc. 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 supported by a nationwide network of financial advisors and branch offices.

Laura Repel is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2009, also maintaining a long-term affiliation with JPMorgan Chase Bank, N.A. since 1989. 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.

Craig Schuessler is a financial advisor with Edward Jones in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Schuessler serves on the Mission Endowment Committee at Our Saviour Lutheran Church, where he helps make decisions regarding investment funds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Aaron Haack is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stevenson High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Juan Gaytan is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work history includes roles at Edward Jones, Oportun, and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is the owner of Gaytan Enterprise LLC, an inactive entity originally created to operate a beauty salon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.