Paul Sterk is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Old National Bank, First Midwest Bank, BMO Harris Financial Advisors, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of investment adviser representatives.

Logan Simios is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Megent Financial. Outside of his advisory role, he owns and manages J. Krug & Associates, a risk assurance and insurance sales business, and serves as treasurer for the Greater Wheeling Area Chamber of Commerce & Industry. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide 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 with various program structures and custodial arrangements.

Thomas Duffner is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Woodbury Financial Services for 18 years and held positions at Equitable Advisors and Mony Securities Corporation. Outside of his advisory role, he owns Health Benefits Consultants, Inc., which focuses on group health insurance sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with a variety of program options supported by affiliated broker-dealer and RIA relationships.

Seena Sartho is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Cetera and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Mary Jo Ardizzone is a financial advisor at Edward Jones with 19 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2007. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in a real estate business based in Rolling Meadows, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Don Barnes is a financial advisor with Cetera in Burr Ridge, IL, holding CFP® and Series 63 credentials and 38 years of industry experience. He also owns Don W. Barnes, CPA PC, a tax preparation and accounting business. Barnes has worked with Cetera and its affiliated entities since 1988 and founded Cornerstone Advisers, LLC in 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, charitable, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with diverse program options and more than $256 billion in assets under management.

Michael Molyneaux is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Cetera since 2019 and spent 22 years at Foresters Financial Services prior to that. He serves as co-trustee on his father's irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services with multiple program structures and access to affiliated and third-party managers.

James Ferguson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Prior to that, he was with Citigroup Global Markets from 1998 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by structured planning tools and broad investment offerings.

Vanessa Aldape is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including LPL Financial and Waddell & Reed. Aldape is also involved as a licensed assistant with Megent Financial, supporting advisors with paperwork and trade processing. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Robert Mclane is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2017. He previously worked at Bank of America, NA from 2009 to 2017 and Merrill from 1999 to 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Philip Tumea is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2021. His prior experience includes six years at NOW Health Group, Inc. Cetera Investment Advisers LLC 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 financial planning services, utilizing multiple program structures and a multi-manager platform with over $256 billion in assets under management.

Bryce Martin is a Financial Consultant at Fidelity Investments, where he has been serving since 2015. He has over 12 years of experience in the financial services industry, having previously worked as a Financial Advisor at The Heartland Group from 2013 to 2015, Edward Jones from 2011 to 2013, and as a Financial Representative at TD Waterhouse from 2000 to 2001. Bryce specializes in wealth planning and assisting clients in developing, implementing, and maintaining customized financial plans. He is dedicated to helping his clients and their families pursue their financial goals and maintain confidence regardless of market conditions. Bryce values Fidelity's brand of dedication and integrity, which align with his own professional principles. Outside of his professional work, Bryce enjoys art, family activities, golf, movies, music, and skiing.

Miguel Carrillo is a Financial Solutions Advisor at Merrill, specializing in wealth management services. In his role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for comprehensive banking, credit, home financing, and small business solutions. Miguel holds a Bachelor's degree from DePaul University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is bilingual, communicating effectively in both English and Spanish, which supports his commitment to connecting with a diverse client base. Miguel’s approach centers on ongoing dialogue and personalized guidance, adapting financial strategies to meet evolving client needs.

Richard Reilley is a financial advisor with Edward Jones in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2015. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Jackson Degiorgio is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank and US Bank, as well as earlier positions outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad suite of investment products and services.

Christina Sievers is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as a Township Trustee for Homer Township. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions and includes capabilities in derivatives and commodities.

Robby Mcclure is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. His prior work includes positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of his advisory role, he owns and operates a closeout merchandise resale business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad array of investment advisory services and financial planning solutions, managing approximately $671 billion in assets through a large network of advisors.

Mirella Saucedo Marquez is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2020, following roles at JPMorgan Chase Bank and JPMorgan Securities from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

Matthew Junkins is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, A. G. Edwards & Sons, Morgan Stanley Dw Inc., and Merrill Lynch Investment Managers. Junkins has ownership interests in two investment-related firms and serves as a trustee for a 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations.