Thomas Borsellino is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at Cetera since 2019 and previously spent 15 years at MSI Financial Services. Outside of his advisory role, he owns Aspire Financial, which serves as a tax harboring entity for securities and tax purposes, and provides notarial services through a separate business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring discretionary and non-discretionary program options.

Anthony Frangella is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services and Rutkowski and Associates. Frangella has roles outside of advisory services, including managing a commercial real estate LLC and a passive investment in a local restaurant. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform, offering a range of brokerage and advisory services. The firm employs a model-based investment process with customizable strategies and access to alternative investments, supported by a large and complex affiliate network.

Donald Pendleton is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004, including a brief period at Banc One Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Fatma Awadalla is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America Merrill Lynch and TCF, and has various part-time roles as a substitute teacher in multiple Illinois school districts. Additionally, she serves as a personal assistant for a disabled family member through the Illinois Department of Human Services. 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 while allowing clients to retain final decision-making authority.

Moe El Turkey is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, Citigroup, U.S. Bancorp Investments, and US Bank. Outside of his advisory role, he has counseled voluntarily on the operation and management of an event staffing company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and may incorporate ESG criteria.

Lynda Nordling is a financial advisor with LPL Enterprise in Downers Grove, IL, holding a ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of financial advising, Nordling works as a Medicare consultant, providing education on Medicare basics and health insurance. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various insurance and trust services.

Richard Przybylski is a financial advisor with Edward Jones in Naperville, IL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. 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 23,700 financial advisors and 15,100 branch offices. The firm provides both discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds, operating under a fiduciary standard.

Carrie Plos is a financial advisor with Morgan Stanley in Lisle, IL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Jason Fair is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Naperville / Lisle branch. He manages portfolios for clients across the United States, primarily serving local individuals and families who are business owners and corporate executives. Jason and his team focus on helping clients achieve their financial goals by customizing strategies around priorities, risk tolerance, and goals, with regular quarterly meetings to track progress and propose recommendations. Jason began his career at Merrill in 1997 after graduating from Northern Illinois University with a Bachelor's degree in Finance. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jason resides in Elburn, Illinois, with his wife Becky and their three daughters, Olivia, Kate, and Paige. Outside of his professional work, he enjoys bicycling, playing guitar, and being involved with their church.

Jeffrey Osterman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with LPL Financial since 2011 and concurrently associated with First American Bank since 2010. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Joshua Pillo is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, Capital One, and Enterprise. He also serves as Vice President of Liquid Wealth Advisors, a business affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust services.

Delali Afenya is a Series 66–licensed financial advisor with seven years of industry experience, currently practicing at Equitable Advisors in Oak Brook, IL. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, LLC, Mike Fultz, and Elmhurst College. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Patrick Murray is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Ameriprise since 2018, with prior experience at Investment Professionals, Inc. and operating his own practice from 2014 to 2017. Outside of advising, he serves as a Program Manager for Republic Bank of Chicago’s Financial Services Program. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Theresa Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 credential and three years of industry experience. Her work history includes roles at City National Bank and River West Meeting Associates, Inc. from 2012 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tracy Lepore is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Cetera and related entities since 2017, with prior experience at Foresters Advisory Services and American Income Life. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a nationwide network of independent advisors and features multiple program structures and affiliated managers.

Leo Lasky is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Bank of America, Maple Hospitality Group, Portage Point Partners, and Hifi Travel, along with experience in educational institutions such as Southern Methodist University and Saint Ignatius College Prep. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at JPMorgan Chase Bank and Vacation Lab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by both quantitative and qualitative research.

Brian Dutro is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes 18 years with the federal government alongside a long tenure at Primerica, dating back to 1998. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating on a tiered wrap-fee structure.

Brent Bartell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Thrivent entities since 2006, including roles at Thrivent Financial and its associated teams since 2014. Outside of his advisory work, he is employed part-time as a warehouse associate at an Amazon sortation center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers holistic, goal-based financial planning separate from managed-account services, with written recommendations across a range of topics and periodic reviews, but does not provide discretionary portfolio management for institutional clients.

David Arquilla is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.