Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by affiliated and third-party managers.

Mark Nawrocki is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge, he worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. Outside of his advisory role, Nawrocki owns and operates a fixed insurance sales and service business and is a certified public accountant. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing multiple custody platforms and model-based investment solutions.

George Eleftheropoulos is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its investment recommendations.

Lynn Snedden is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Lynn worked at Eric Degnan and Waddell & Reed Inc, as well as with various insurance carriers for W&R Insurance Agencies. Lynn is also involved in tax preparation and accounting services as a part-time CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Michelle Hughes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Hughes holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Andrea Hansen is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, The Leaders Group Inc, and ran her own consulting and personal coaching businesses. Hansen also provides personal coaching to business owners and executives through Think2Perform. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive written recommendations across multiple planning areas. The firm provides these services through a network of advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a unified billing option.

Brian Hacker is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Cetera, Fidelity Investments, and Megent Financial, as well as operating Brian Hacker LLC since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Kaminski is a Series 66-licensed financial advisor with Edward Jones, based in Flossmoor, Illinois. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jessica Brophy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked at Stifel from 2013 to 2018 before joining Morgan Stanley in 2018. She is based in Oak Brook, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Cynthia Aber is a financial advisor at Primerica Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1998. Outside of her advisory role, she owns Beanies & Booties, a business based in Lisle, Illinois. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

Cristy Ryan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has also worked with JPMORGAN Chase Bank, N.A. since 2010. 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. As part of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Ryan Mitchell is a Series 66-credentialed advisor with Thrivent Investment Management, where he has worked since 2020. He has five years of industry experience and previously spent seven years with Buona Beef LLC. Mitchell serves as a board member of the Tinley Park Chamber of Commerce and chairs a committee for the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based planning on topics such as retirement, income tax, estate, and special needs planning, with reviews typically conducted annually and financial advisors responsible for plan delivery and updates.

Christina Valtierra is a financial advisor at Morgan Stanley in Orland Park, IL, holding a Series 66 credential with 1 year of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. 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.

Ewa Karim is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, NA since 2009. 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 brokerage, distribution, and investment management capabilities.

Ryan Kemp is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Fidelity Investments for two years and has held various roles outside of financial services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Paul Goodworth is a financial advisor with LPL Financial in Oak Brook, Illinois, holding Series 63 and 65 designations and 43 years of industry experience. He has been with LPL Financial and its predecessor LINSCO/PRIVATE LEDGER CORP. since 1996. Outside of his advisory role, he serves on the board of the Maine Community College System and provides consulting services through a separate entity focused on third-party administration for retirement plan clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and nonprofit organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Thomas Mcgee is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2015. Outside of his advisory role, he is a partner in a recreational business, Whalen South Float Dock LLC, located in Indiana. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Matthew Knigge is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His work history includes roles outside of finance, such as positions at Soprano Accounting & Tax Services Inc, Architectural Fixtures, UPS, and Northern Illinois University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products.

Stephen Devermann is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support tailored financial plans.

Peter Lotridge is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE SECURITIES Inc from 2010 to 2017. MassMutual Investors Services 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, money-manager programs, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.