Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Merrill. Outside of his advisory role, he serves as president of Rising Stock, Inc., a consulting and training company, and holds board positions with a religious organization and a private school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various financial programs. The firm's investment approach focuses on model-based asset allocation and portfolio optimization, with access to discretionary and third-party managed strategies.

Andrew Carman is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Securities America Advisors and Edward Jones. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at LPL Financial and Edward Jones. Ren also operates a tax services firm as an IRS Enrolled Agent and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and features proprietary model strategies under the Founders Gate Capital brand.

Heidi Alten is a financial advisor with LPL Financial based in Crystal Lake, IL, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. She previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC before joining LPL Financial in 2018. Outside of her advisory role, Alten is an ordained minister and is involved in tax preparation and accounting through Exemplar Accounting and Tax, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a nationwide network of investment adviser representatives.

Jon Meek is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved with the Center for Enriched Living, a recreation-focused organization in Riverwoods, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs serving both individual and institutional clients, with a focus on tailored financial planning and a structured discovery process using firm-approved tools.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wayne Hummer Investments L.L.C., Chase Investment Services Corp., and Banc One Securities Corporation. Outside of his advisory work, he is involved as a coach with the Professional Bowlers Association. 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 through a large network of advisors, utilizing various portfolio strategies and support tools.

Derek Bergquist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at BSI Group and Sterling Engineering. In addition to his advisory work, he is involved in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry partners.

Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.

Tomio Nanto is a financial advisor with LPL Financial based in Schaumburg, IL. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to LPL Financial, he worked at BMO Bank NA and BMO Harris Bank. 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, third-party asset management, and institutional platforms.

James Danielson is a financial advisor with Raymond James Financial in South Barrington, IL, holding a Series 66 designation and 22 years of industry experience. His career includes roles at UBS Financial Services and multiple positions within Raymond James and affiliated firms since 2009. He is also the owner of Magnolia Financial Group, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kenneth Kruss is a financial advisor at Osaic Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Citigroup Global Markets. He is also president of Kruss Investment Services, Inc., a company involved in fixed insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Carl Mauter Hollenbeck is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has been associated with Cetera and its related entities since 2025 and also serves as an advisor at Rozovics Wealth Management LLC. In addition to his advisory role, he is a partner at Rozovics Group LLP, where he prepares and reviews tax returns and provides tax consulting to small businesses, and he owns CJ Hollenbeck & Associates Professional Company, which manages client services for Rozovics Group LLP. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers and various program structures.

Joshua Mancino is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated financial services.

James Oshaughnessy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and more than 34 years of industry experience. He has worked at several firms, including Global Retirement Partners, HUB International, Sheridan Road Advisors, and Equitable Advisors. 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 solutions, including model portfolio programs and institutional platforms, supported by a large network of advisors and advanced operational tools.

Michael May is a CFP® and ChFC® with 37 years of industry experience. He has worked at OSAIC since 2025, following a 27-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves as a guardian for a special needs cousin and acts as durable power of attorney for a family member in assisted living. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with a range of managed account options and third-party manager selections.

Eva Maria Atanassova is a financial advisor at Fidelity with three years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2023. Her prior roles include positions at Aramark, Enterprise Holdings, and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Todd Bauman is a financial advisor with Ameriprise in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Catherine Marino is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at PFS Investments Inc. since 2011 and at Primerica Financial Services since 2007. Outside of her advisory work, Marino is a self-employed tutor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on curated investment options with a tiered wrap fee structure.

Nicholas Curio is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation. He has been with Morgan Stanley and its Private Bank since 2026 and previously worked at Second Avenue and UBS Financial Services Inc. Outside of finance, his background includes work in the hospitality and retail sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured planning tools and investment models while generally acting in an advisory capacity.

John Tofilon is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning services directly and through corporate agreements.