Artiz Stroud is a financial advisor at Cetera with 14 years of industry experience and holds Series 63 and Series 66 registrations. His background includes a long tenure at Fidelity Investments and roles at multiple Cetera entities. Outside of his advisory work, Stroud is engaged as a professional life coach and co-owns Shepherd Effect, an organization focused on fatherhood and family education. He also operates businesses providing estate planning preparation coaching, budget coaching, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management programs, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

Andrew Martin is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Prudential Equity Group in prior roles. Outside of his advisory work, Martin serves as a youth hockey referee for the Illinois Hockey Officials Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services like business-owner transition and special-needs analysis. The firm’s advisors use proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Aaron Turner is a financial advisor at Ameriprise with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 designations. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports, supported by a centralized consulting team and a structured oversight process.

Timothy Kamin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies for 25 years. He is also involved in a non-investment-related business entity, DataAnnotation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Joel Heffington is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary retirement recommendations through a centralized consulting team.

Curtis Whitehouse is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a 12-year tenure at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Eric De Novo is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He has worked at Bank of America and Merrill Edge, alongside roles in various other sectors including retail and community services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers.

Christine Messerschmidt is a financial advisor with Thrivent Investment Management in Barrington, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and its investment management division since 2010. Messerschmidt serves as a board member of the We Raise Foundation, which supports Christian nonprofit organizations addressing poverty, violence, and inequality. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning analyses that cover a wide range of financial topics, delivered as either one-time or ongoing engagements separate from portfolio management.

Vijay Bajaj is a financial advisor with Ameriprise in Lisle, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is a part owner of V & V Partners LLC, a real estate company involved in office space leasing. Ameriprise provides retirement-income planning services targeting individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Denise Bondiman is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2014. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening, qualitative research, and ESG considerations, supported by centralized due diligence and affiliated implementation services.

Keith Pinsoneault is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Edward Jones in Barrington, IL, having joined the firm in 2026. His prior experience includes roles at Janus Henderson and REINHART PARTNERS, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Calvin Sendaydiego is a financial advisor with LPL Financial based in Itasca, Illinois. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 27 years with Linsco/Private Ledger Corp. Calvin is also involved in selling fixed annuities, long-term care, and fixed life insurance. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Aaron Haack is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Stevenson High School. 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.

Stephanie Soto is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and two years of industry experience. Her career includes roles at JPMorgan Chase Bank, Realty Of Chicago, and various positions outside of finance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research to support model asset allocations.

John Furjanic is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at JP Morgan Securities and Foresters Equity Services. He serves as the recording secretary for Rotary One Chicago, an organization focused on community service projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Juan Gaytan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Edward Jones and JPMorgan Chase Bank, N.A. Gaytan is also a co-owner of Gaytan Enterprise LLC, an entity created with his wife intended for operating a beauty salon, though it is currently inactive. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Zachary Lee is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2016, currently based in Wheaton, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process incorporates both quantitative and qualitative research and supports a range of eligible strategies, including an ESG framework.

Todd Graham is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Woodbury Financial Services, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he owns 5 Star Learning Ranch Inc., a non-investment-related business. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Cabrera is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers access to a broad range of investment strategies, including those with ESG considerations.

Subhash Katial is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he was affiliated with International Insurance Agency Group, Inc. and Financial Service Corporation for over two decades. Outside of his advisory role, he serves as an officer of International Insurance Agency Group, Inc., which provides health insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.