Jin Wang is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. Wang holds the Series 66 designation and previously worked at LPL Financial and Express Line Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies.

Scott Mitchem is a financial advisor with Cetera, holding a Series 66 credential and bringing 26 years of industry experience. His prior experience includes roles at Avantax Investment Services, PK Financial Strategies, and Price Kong & Company CPAs. He serves on the Law Review committee of the Arizona State Board of Accountancy. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Brent Oram is a Series 66–licensed financial advisor at Charles Schwab with three years of industry experience. Prior to his current role at Charles Schwab, he held positions at Vanguard Advisers, Inc., Vanguard Marketing Corporation, and The Vanguard Group, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Amy Thompson is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has been with Cetera and Cetera Financial Specialists LLC since 2004. In addition to her advisory role, she is a CPA and provides tax and accounting services through Weiss & Thompson, PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Narayan Athanikar is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jing Ping Xu is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has a background that includes roles at Waddell & Reed, various insurance carriers, and involvement with Dream Land Realty for 20 years. Outside his advisory work, he has business interests in real estate through Dream Land Realty. 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, third-party asset management, and institutional platforms.

William Vlazny is a CFP® with 27 years of industry experience, currently serving at Cetera. He has been affiliated with Cetera and its related entities since 1998 and operates South Barrington Tax & Financial Services, where he manages tax preparation and related financial services. Vlazny also holds leadership roles in multiple firms, including Holistic Wealth Management Group, Ltd., where he serves as president. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving diverse clients ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through multiple program structures and third-party managers.

Benjamin Brown is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Brown serves as a director for the Western Golf Association, where he helps raise awareness for the Evans Scholarship Program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

James Wresch is a Series 66-certified financial advisor with 11 years of industry experience, all of which has been with Edward Jones since 2015. He is based in Crystal Lake, IL. 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. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Matthew Perley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following a year at Distinguished Programs Group. He also serves in the United States Army Reserves, focusing on exercise design for deployment readiness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Gregory Petersen is a CFP® professional with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. Outside of his advisory role, he is involved in a family business, Alpar Laboratories, Inc., where he assists with general operations on an as-needed basis. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a wide range of financial planning, retirement consulting, and investment management services. The firm utilizes various tools and platforms to construct and manage portfolios that include a broad spectrum of asset classes, serving both discretionary and non-discretionary accounts.

Jeffrey Rodgers is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at James T. Borello & Co. for 13 years and has been involved with the New Trier School District since 2002. Rodgers is also engaged in tax preparation and accounting services through a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Matthew Callero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior work includes roles at OSAIC and Woodbury Financial Services, and he has operated his own entities such as Callero Capital Management Inc. since 2012. Outside of advising, he provides notary services through Matthew Callero Notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment and advisory services including discretionary and non-discretionary portfolio management and access to both affiliated and third-party money managers.

James Platania Jr. is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC and has operated Platania Financial Inc. since 2015. Outside of his advisory work, he serves as an adjunct faculty member at the National Judicial College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Mitchell Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with MML Investors Services, LLC since 2019 and Mass Mutual Life Insurance Co since 2018. Prior to his advisory roles, he was involved with Peggy's Tavern and Drake University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

Mauricio Currea is a financial advisor with LPL Financial in Gurnee, IL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Primaso Management LLC since 2008. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Anja Gribhofer Decker is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Nosco and Constantia Flexibles Sales. 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 large network of financial advisors and branch offices nationwide.

Michael Revord is a financial advisor with Edward Jones in Wauconda, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in home remodeling and architectural firms. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, advisory services, and affiliated financial products through a large network of advisors and branch offices.

Avishek Guha is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Avantax Investment Services Inc. and Karvy Stock Broking Ltd. Guha is based in Schaumburg, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

Evan Lange is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Ernst & Young from 2015 to 2017. Evan is based in Arlington Heights, IL. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.