Jesus Garza is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes long tenures at Investacorp Advisory Services and Securities America Advisors. Outside of advisory work, he maintains a licensed insurance agent role, offering long-term care and life insurance products, though he has not actively written new insurance business in recent years. OSAIC serves a wide range of retail and institutional clients through a large multi-advisor platform, providing both brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm supports various client types, including high-net-worth individuals, retirement plans, charities, and corporate clients.

Russell Warye is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners LLC, and Highpoint Advisor Group, LLC. 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.

Daniel Fiarito is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward D. Jones & Co., L.P. since 1998. 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 large network of financial advisors and branch offices nationwide.

Steven Greene serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies that help clients pursue their financial goals through careful planning and prudent investing. His areas of expertise include corporate benefits, executive compensation, equity compensation services, personal retirement planning, and retirement income. Mr. Greene holds a Bachelor's degree from Amherst College, a Master's degree from Yale University, and an additional Master's degree from Indiana University Kelley School of Business. He maintains the Professional Investment Advisor (PIA) designation and is experienced in wealth management, estate planning services, trust advice, and investment portfolio strategies. Active in his community, Steven holds leadership roles such as President of the Northbrook Symphony Orchestra and board member of the Ravinia Festival Associates and Northbrook Symphony Orchestra. His personal interests include music, reading, and spending time with his family.

Deborah Gabriel is a financial advisor at Edward Jones in Palatine, IL, holding the ChFC® and Series 66 designations with 11 years of industry experience, all at Edward Jones. She serves as the board vice president of the Palatine Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Jason Bennett is a financial advisor with Edward Jones in West Dundee, IL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

John Birkhauser is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for over four decades and Bank of America for 12 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Ketcher Fenton is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His previous work includes roles outside finance, such as at Chapel Hill Golf Course and various retail positions. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad 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, serving through multi-manager and fund-of-fund structures.

Emma Robison is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held positions in education and retail, including roles at Northern Illinois University and Walmart. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Pecard is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Viktoria Bendikova is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team and combines research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise Managed Accounts.

Charles Coe is a financial advisor at Cetera with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities since 2020, as well as First Allied Advisory Services from 2012 to 2020. Outside of his advisory role, Coe is an author and speaker involved in education and teaching, and he hosts a podcast focused on life topics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform encompassing discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, providing a range of customizable investment strategies and program structures.

Donald Duvall is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Harris Investor Services, Inc and Harris Bank NA. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Jorge Herrera is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Morgan Stanley and TD Ameritrade. Outside of his advisory role, he has been involved in a business called Creative Analytical Idealist X LLC. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Douglas Ponczek is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2012, with a prior two-year tenure at Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Scott Davis is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and MSI Financial Services, Inc. He is also involved with Lake County Financial Planning, where he sells Medicare Supplement and Medicare Part D insurance, as well as proprietary and non-proprietary life insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party managers, and affiliated insurance and trust services.

Andrew Miarka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., and Gama Partners, LLC, as well as involvement with Home Fix, LLC. He is based in Glenview, Illinois. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities through its unique regulatory registrations.

Tristan Peterson is a financial advisor with Charles Schwab in Northbrook, IL, holding a Series 66 designation and three years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2024, and previously held roles at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Cade Best is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at firms including E*Trade Capital Management, JPMorgan Securities, Merrill, and Leeward Business Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Stacey Swarbrick is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. She is involved in a trust-related business activity based in Chicago. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a broad range of retail and institutional investment options.