Matthew Poole is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and E*TRADE Securities LLC. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Ryan Bartlett is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple funds and model portfolios.

Andrew Henderson is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Advisors, and various positions within sports and hospitality organizations such as the Chicago Cubs, Phoenix Suns, and Chipotle Mexican Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process utilizes centralized due diligence with quantitative and qualitative research to develop customized asset allocation advice and investment manager searches.

Norbert Filian is a financial advisor with Equitable Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented by third-party managers and offers various investment solutions without sponsoring its own wrap fee program.

Alex Lee is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Cetera since 2023. His prior roles include positions at VOYA Financial Advisors and Hornor, Townsend & Kent, LLC. Outside of his advisory work, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC operates 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 through a multi-manager platform with access to affiliated and third-party managers and various program structures.

Bryan O'Connor is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 financial planning process supported by firm-approved tools and modeling techniques.

Michael Marin is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Saint Charles, IL. He joined the firm in 2026 after a 16-year career at Siemens Healthineers. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates across multiple platforms and custodians, providing both discretionary and non-discretionary management and proprietary model strategies under the Founders Gate Capital brand.

Chase Gauthier is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple Cetera entities and previously worked at Oppenheimer Funds and Morningstar Inc. Since 2023, he has operated a financial services DBA, Gauthier Wealth Partners. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors.

Nicholas Hofmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Renaissance Financial Corp and Cetera. Outside of his advisory role, he coaches youth baseball and runs infield classes for young players. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and offering extended derivatives and commodities capabilities.

Michael Harlan is a CFP® professional with 27 years of industry experience. He is affiliated with Cetera and has held roles at multiple firms including Rockoff Harlan Rasof, Ltd., and Rhr Wealth Management, LLC. In addition to his advisory work, he is a partner at Aprio Advisory Group, LLC, where he provides CPA consulting and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Erik Gullickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he is involved in tax preparation through two businesses and serves as the Chair of the Finance Committee and a Board Member for The Conservation Foundation, a nonprofit focused on land and water conservation in northern Illinois. 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 employs fact-finding, risk profiling, and modeling tools to deliver tailored, non-discretionary planning and consulting.

Mark Mascharka is a financial advisor with J.P. Morgan Securities in Cary, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes roles at J.P. Morgan Securities since 2012, with prior positions at M&I Investment Management Corp., M&I Financial Advisors, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated entities.

John Scanlon is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His career includes roles at Cetera Wealth Services, Chicago Wealth Management Group, and ownership of businesses such as Zyntex, Inc. and JSKBM Properties LLC. He is also an instructor for the Association of Financial Educators, conducting financial education classes. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides access to various portfolio management and consulting services through a multi-manager platform, supporting diverse investment strategies and program structures.

Jennifer Gould is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with LPL Financial and previously worked at Wells Fargo Clearing Services LLC and BlackRock, where she spent 4 and 11 years, respectively. 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 portfolios, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

David Zirko is a CFP® with nine years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors Inc. and Dickholtz Wealth Management. He holds a notary license, which he offers pro bono services for to his clients. OSAIC Wealth provides services to a diverse client base including retail investors, retirement plans, charities, and corporations. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting a range of advisory programs delivered through an extensive multi-advisor platform.

Amy Stratford is a Series 66 licensed financial advisor with Merrill, based in Deer Park, IL. She has 24 years of industry experience and has been with Merrill Lynch since 2001. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amir Rahimi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2016. 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 integrates quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG considerations within its recommendations.

Neil Sternberg is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 2004. Outside of his advisory role, Sternberg is the president and owner of Leadwell Team, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Keith Krause is a financial advisor with Raymond James Financial in Park Ridge, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Raymond James since 2006 and also operates the Krause Investment Group and Independent Advisor Network, LLC. Krause serves as a board member and finance committee chair for a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through advisory programs and specialized municipal and SIMPLE IRA consulting services.

Nathaniel Galliart is a financial advisor at Edward Jones in Geneva, IL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He worked at COUNTRY FINANCIAL for 10 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.