Sonia Olivo is a financial advisor with LPL Financial in South Elgin, Illinois, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include seven years at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as twelve years with Sally Beauty Supply LLC. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,900 advisors.

Sagar Thakkar is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has been involved in his own financial services firm since 2019. In addition to his advisory role, Thakkar is active in real estate leasing and sales through One Real Estate Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform.

Raymond Eckersall III is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. 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, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through client meetings and written summaries.

Paul Payne II is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a prior role at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory work, he has an ownership interest in Reactor 88 Studios, a movie production company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles in its investment approach.

David Bucciferro is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with OSAIC since 2024, following a 23-year tenure at Woodbury Financial Services. He is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, providing advisors with discretionary management options and access to third-party managers and proprietary investment models.

Timothy Kelly is a financial advisor at Ameriprise in Oswego, Illinois, holding a Series 66 designation with four years of industry experience. His background includes five years of service in the United States Army before beginning his financial advisory career. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Allen is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Edward Jones and Morgan Stanley DW Inc. 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 various financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customizable strategies, supported by advanced operational tools but not relying on them for client investment decisions.

Raymond Iozzo is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

John Bantug is a financial advisor with LPL Financial in Bloomingdale, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Bantug is a partner in Capital Investors Group Holdings, LLC, a business entity for tax purposes. 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, third-party asset management, and institutional platforms.

Lucas Fisher is a financial advisor at Edward Jones in Yorkville, IL, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Edward Jones, he worked in various roles including positions at Superior Beverage and attended Iowa State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Todd Zagurski is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he has ownership interests in two investment-related firms based in Naperville, Illinois. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, and niche planning areas.

Connor Longust is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC, Leelyn Smith, LLC, Fifth Third Bank, Bloomington Normal Water Reclamation District, and Illinois State University. He is based in Aurora, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides 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.

Eric Vanness is a financial advisor with LPL Financial in Lisle, Illinois, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with organizations such as the American Legion Post 414 and the Association of Financial Educators. He has also participated in several nonprofit and community groups over the years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Denise Baranowski is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Woodbury Financial Services, Merrill, Morgan Stanley, and J.P. Morgan Securities. Outside of her advisory role, she is principal of The Divorce Financial Group, LLC, specializing in divorce planning and analysis. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting both discretionary and advisor-managed strategies.

Ronald Asselborn is a financial advisor at Financial Planning Resources, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with his current firm since 1999. Outside of his advisory work, he serves as a high school soccer referee during the spring and fall seasons. Financial Planning Resources, LLC is an independent firm based in St. Charles, IL, consisting of a single advisor.

Jason Stevens is the sole advisor at Recondite Capital LLC in Naperville, IL, where he has worked since 2015. He holds the CFA® designation and Series 66 license and has 13 years of industry experience. Recondite Capital LLC provides portfolio management and financial planning services to a small client base consisting of high-net-worth individuals and business or institutional clients. The firm combines discretionary portfolio management with subscription-based publications and security pricing or rating services.

Carol Anderson is the sole advisor at Anderson Wealth Advisors LLC in Naperville, IL, holding Series 63 and Series 65 licenses with 47 years of industry experience. She has worked at FSC Securities Corporation and OSAIC before founding her current firm. In addition to financial advising, she sells life insurance as an outside business activity. Anderson Wealth Advisors LLC provides fee-based financial planning and investment advice tailored to individual retirement and investment goals.

John Waller is a financial advisor with Stratitech Consulting, Inc. He holds the Series 65 credential and has 10 years of industry experience. He has worked at Martin Matthews Group, Inc. since 2008. Stratitech Consulting, Inc. is an independent firm serving clients through personalized financial strategies.

Robert Pachciarz is the sole advisor at Pinnacle Financial Planning in Aurora, Illinois, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and Elevated Capital Advisors, LLC. Pinnacle Financial Planning provides investment advice and financial planning to individuals, high net worth clients, trusts, and estates through recommending and monitoring third-party money managers rather than directly managing client assets. The firm combines a solicitor/referral model with fixed-fee financial planning and an affiliated insurance sales activity.