Ivan Palomares is a financial advisor at Edward Jones in Palos Hills, IL, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent eleven years with Fay Servicing LLC. Outside of advising, he is a rental property owner in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Pamela Bettenhausen is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She is a partner at Strategize Wealth Management Group Inc., where she is involved in training and mentoring independent professionals and serves on the board. Additionally, she owns Strategize Home Solutions LLC, a referral marketing business focused on mortgages. 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 that allows advisors to implement a variety of investment strategies across discretionary and non-discretionary programs, supporting both high-net-worth and non-high-net-worth clients.

Christine Mountain is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and three years of industry experience. She previously worked with WeReadsBox from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Richard Casolari is a financial advisor at Cetera with over 50 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Voya Financial Advisors and ownership of Advanced Financial Concepts, LLC. He is also a vice president and owner of Executive Motivation, Inc. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various investment program options.

Jeffrey Preusser is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at Morgan Stanley for nine years. He is involved in several entrepreneurial ventures including ownership roles in multiple wealth management support companies such as Loftus & Preusser Wealth Partners and Independent Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports institutional consulting, portfolio management, and specialized municipal and public finance advisory services.

John Orth is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Ameriprise since 2016, transitioning from Ameriprise Financial Services, Inc. to the current entity in 2020. 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, focused on dependable income sources and tax-aware withdrawal strategies.

Taylor Depenaloza is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Prior to joining Morgan Stanley in 2025, Taylor spent 11 years at UBS Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Patrick Joyce is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual in various roles from 2014 to 2020. He serves as a board member of the Mount Carmel High School Alumni Association, organizing alumni activities and events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning on a range of financial topics and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Wayne Johnson is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations and joined Edward Jones in 2024. Prior to his current role, he worked at firms including Scent Air Corporation and Pacific Life Insurance Company. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers a variety of advisory strategies and investment options, supported by a large national network of financial advisors and branch offices.

Victor Hildebrand is a Series 66-registered financial advisor with Thrivent Investment Management, based in Downers Grove, IL. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning in areas such as retirement, income tax, estate, business continuation, divorce, and special needs planning, with options to combine planning alongside managed accounts under a consolidated billing arrangement.

Jeffrey Oprondek is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 21 years before joining OSAIC in 2026. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various investment types.

Margaret Furlong is a financial advisor at LPL Enterprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC for 31 years. She is also involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and access to a broad range of brokerage and insurance products.

John Keener III is a financial advisor with LPL Financial in Orland Park, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at FSC Securities Corp. He is also involved in a non-variable insurance business under the name Wall Street Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Robert De Young is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at White Castle System, Inc. for over four decades. 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 strategies, separately managed accounts, and affiliated mutual funds.

Brian Strandquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.

Yvette Kendall is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2023, she worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2018 and 2023, and spent twenty years at Northern Trust from 1998 to 2018. Outside of her advisory role, she is involved as a travel agent with Inteletravel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Casey Adams is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2023. Prior to joining Ameriprise, he worked at Edward Jones from 2016 to 2023. He is also engaged in outside financial advising through Ninth Avenue LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing investment research and algorithmic tools to provide written recommendation reports and ongoing advice.

Mohammed Ghouse 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 JPMorgan Chase Bank N.A. and JPMorgan Securities since 2014. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Desze Adams is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and previously worked at Bank of America N.A./Merrill Lynch from 2020 to 2025. Outside of finance, he has held roles with Amazon Flex and Comcast Xfinity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broad financial services organization offering access to a wide range of products.

Maxwell Dunne is a financial advisor at Edward Jones in Oak Lawn, IL, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he spent 11 years at Brother Rice High School. Outside of finance, he performs and teaches music in Evergreen Park, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.