Kedra Olsen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Cetera and its related entities since the late 1990s and early 2000s. Outside of her advisory work, she is a partner in a tax and accounting practice and involved in commercial rental property management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, and retirement plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and access to third-party managers.

Brett Efimov is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera since 2013. Outside of advising, he owns and operates a CPA firm and serves as president of a company providing credit card processing services. He is also a member of the Illinois CPA Society’s membership committee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes access to affiliated and third-party managers.

Alena Gifford is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Redwing Financial, and St. Charles CPA. She also has experience outside finance, having worked at Mayneland Farmstand and A Toda Madre. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services that are generally non-discretionary and supported by a broad range of portfolio management styles.

Daniel Galovich is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 credentials. He has five years of industry experience, including roles at JPMorgan Chase Bank, N.A. Prior to his current position, he worked in various industries such as fitness and retail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Philo is a financial advisor at Edward Jones in Naperville, IL, holding CFP® and ChFC® designations with 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a managing member of an LLC involved in commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Joseph Nicholson is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He has held roles at Metlife Securities and Massmutual Life Insurance Co before joining his current firm. His credentials include Series 63 and Series 65 licenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and a collaborative, annual planning process.

Cataldo Panici is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He previously worked at Wayne Hummer Investments and Banc of America Investment Services, among other firms. Outside of his advisory role, he is involved with Wintrust Wealth Management in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services supported by a wide range of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Bartz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at LPL Financial since 2011 and previously spent four years at Edward Jones. Bartz is also a non-variable insurance advisor affiliated with Optimus Producer Partners and Pacific Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolio programs and third-party asset management, supported by research and technology tools for investment professionals.

Christopher Jackson is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, FifthThird Bank, and Lincoln Investment Planning, Inc. His other business activities include fixed and life insurance through Financial Identity Advisors and JBC Companies. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a multi-manager platform with various portfolio management options and financial planning services.

George Mannella II is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 17 years. He is also president of Mannella Financial Services LLC and works as a financial consultant selling fixed annuities, fixed life insurance, and health insurance through Dato Pistorio Financial Group. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Kathleen Morrissy is a financial advisor at Ameriprise with a Series 66 credential and nine years of industry experience. Her prior work includes roles at Waddell & Reed, various insurance carriers, and involvement with tax preparation businesses where she serves as the owner. Outside of advising, she operates a tax preparation service, Kathy Morrissy (Tax Prep), and assists with tax return preparation at Tom Morrissy (Tax Prep). Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes comprehensive written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Basit Adhami is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various divisions within JPMorgan Chase since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kyle Fox is a Vice President and Financial Consultant at Fidelity Investments. In this role, he works with clients to develop financial plans, identify strategies to enhance those plans, and maintain communication with clients and their families to support their investment and financial objectives. Kyle has been with Fidelity Investments since 2013, holding various positions including Financial Representative, Relationship Manager, Investments Consultant, and Financial Consultant before his current role as Vice President, Financial Consultant which he began in 2022.

Benjamin Johnson is a CFP®-credentialed financial advisor with 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of services on a non-discretionary basis.

James Burke is a CFP® and holds the Series 66 designation. He has 14 years of industry experience, all with Edward Jones, where he has worked since 2012. He is based in Darien, Illinois. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edmond Leeney is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Wells Fargo Advisors Financial Network since 2010 and previously spent over a decade at Morgan Stanley and its affiliates. Outside of his advisory role, he is the treasurer for DeKalb County Taxpayers Against the Casino, Inc. 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 financial planning services using proprietary research and planning tools, with an emphasis on tailored recommendations and a variety of specialized planning areas.

Amber Knopf is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Her prior experience includes multiple roles at Waddell & Reed, Inc. and insurance sales through various carriers associated with W&R Insurance Agencies. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Adair is the Vice President and Branch Leader at the Naperville Fidelity Investor Center. In this role, he oversees the branch operations with a focus on delivering client experiences aligned with their family financial goals. He leads a team of client-focused advisors committed to professionalism and care. Prior to his current position, Sean served as Vice President and Academy Manager at Merrill Lynch from 2016 to 2023. His professional experience centers on managing teams and supporting advisors to meet client needs effectively. Outside of his professional responsibilities, Sean engages in family activities, enjoys movies, parenthood, and reading.

Erik Johnson is a financial advisor with Edelman Financial Engines in Mokena, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios while supporting a large client base through advisor-led and online platforms. The firm is notable for its scale, offering discretionary and non-discretionary programs, employer-facing retirement plan consulting, and a Wrap Fee Program alongside affiliate services.

David Breese is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He has been with Edward Jones in Aurora, IL since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment services through a large network of financial advisors and branch offices.