Ryan Brannigan is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include a brief tenure at Calamos Investments and several positions outside the financial industry, interspersed with extended periods of full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations and fund governance.

Karen Punda is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her career includes roles at several firms, including VSR Financial Services, Inc., J.P. Turner & Company, L.L.C., and First Allied Securities, Inc. She is based in Schaumburg, IL. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, employing multiple program structures and manager options.

Andrea Hansen is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, The Leaders Group Inc, and ran her own consulting and personal coaching businesses. Hansen also provides personal coaching to business owners and executives through Think2Perform. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive written recommendations across multiple planning areas. The firm provides these services through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a unified billing option.

Eric Laughlin is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies to model potential outcomes.

Michael Bukala is the Vice President and Branch Leader at Fidelity Investments in Naperville. In his role, he leads and coaches his team to provide a financial planning experience to clients. He has been with Fidelity Investments since 2012, progressing through various positions including Financial Representative, Investment Consultant, Financial Consultant, Assistant Branch Leader, and currently Branch Leader since 2022.

Daniel Mesch is a financial advisor with Edward Jones in Bartlett, IL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at the Village of Palatine Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Sara Mills is a financial advisor at Edward Jones in Geneva, IL, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

Nick Georgalas is a Financial Consultant at Fidelity Investments, where he has been working since 2022. In this role, he assists clients and their families in building and maintaining financial plans tailored to their specific goals and situations. Prior to his current position, Nick served as an Investment Consultant at Fidelity Investments from 2021 to 2022, and as a Financial Representative from 2020 to 2021. Nick's professional experience at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting. He partners with clients to analyze their financial situations and implement customized plans to meet their objectives.

Chad Frantesl is a financial advisor with LPL Financial, holding the Series 66 designation and based in St. Charles, Illinois. He has been with LPL Financial since 2024 and has 16 years of experience as the owner of Penguin Cleaning Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and brokerage services with access to model portfolios, third-party research, and a range of investment strategies.

Frank Petroczky is a Series 66-licensed financial advisor with Edward Jones in West Dundee, IL, where he has worked since 2012, accumulating 13 years of industry experience. He serves as a director for the Shabbona Lake Sportsmans Club in Shabbona, IL, where he volunteers for club outings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Ryan Kemp is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Fidelity Investments for two years and has held various roles outside of financial services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Knigge is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work history includes roles outside of finance, such as positions at Soprano Accounting & Tax Services Inc, Architectural Fixtures, UPS, and Northern Illinois University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Joel Callahan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2019. Prior to that, he spent one year at The Prudential Insurance Company of America and Pruco Securities. Outside of his advisory role, he operates a small e-commerce business selling shoes and clothing on Facebook Marketplace. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a broad range of investment products, including security-based swaps and futures.

Jeanette Hudepohl is a financial advisor at OSAIC with 34 years of industry experience. She holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, she worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. for a combined 14 years and has operated Reisner Hudepohl Financial Services, Inc. since 2004, where she provides insurance sales and tax consulting services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Elinos Whitlock III is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Investment Services, Inc. and 1 St Global Advisors, Inc. He is also president of Whitlock Healthcare, Inc., a financial services entity. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Crystal Thomas is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at Merrill since 2022 and was previously with Morgan Stanley Smith Barney LLC for 13 years. Merrill offers managed account services through its Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm combines model-based and discretionary investment strategies supported by its Chief Investment Office and leverages access to Bank of America’s broader corporate platform.

Brian Muehrcke is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Since 2022, he has been with JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Hagen is a financial advisor with LPL Financial in Wheaton, IL, holding a Series 66 license and nine years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Edward Jones, and Taylor University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management along with access to various model portfolios and research resources.

Randy Golembeck is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase & Co since 2021. Prior to that, he held positions at Harvard State Bank and Midwestern Securities Trading Co. LLC from 2018 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to deliver customized advice on asset allocation and investment manager selection.

Megan Pawlowski is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Christopher Financial Group LLC. Outside of advisory work, she serves as a board member for the National Association of Insurance and Financial Advisors and officiates high school basketball and volleyball games. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.