Michael Edmonds is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, having previously worked at CGO Wealth Management, Edward Jones, and a law office. His other business activities include involvement with MCE Capital, LLC, a business entity unrelated to investments used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology solutions.

Ralyn Bocker is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial, Ralyn worked at Bank of America, Merrill, Edward Jones, and operated Bockyn, LLC for 13 years. 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 and financial planning services, along with access to model portfolios and research from multiple sources.

Jeffrey Delcorse is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked at Envestnet Asset Management, Inc. for 14 years and Portfolio Brokerage Services, Inc. for 13 years. Delcorse is also involved in other business activities including operating Equilibrium Financial Planning LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and various model portfolio options.

Eric Nelson is a financial advisor at OSAIC with 18 years of industry experience. He has worked at Woodbury Financial Services, Inc. and The Pension Specialists, and currently serves in the US Army Reserves. Nelson is also involved in processing life insurance applications through his role at EJN Solutions. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios.

Dina Sarlas is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Nick's Embroidery and held teaching positions at Moraine Valley Community College, Saint Xavier University, and Carl Sandburg High School. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios for intermediary platforms.

Michael Nulicek is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013, working out of Downers Grove, IL. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Billy Hearth is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colleen Canny is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has previously worked at Santander Securities LLC and JP Morgan Securities. Outside of her advisory role, she is involved with Canny Properties, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary.

Gulio Giometti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing structured discovery processes and proprietary tools to develop tailored plans.

Joseph Nawrocki is a CFP® professional with 38 years of experience in financial advising. He is currently with OSAIC and has previously been affiliated with Grove Point Advisors, LLC, and Grove Point Investments, LLC. He also serves as president and owner of Joseph A. Nawrocki, Inc., where he uses fixed annuities and life insurance products as part of his financial planning process. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

Jason Goeringer is a financial advisor at Ameriprise with a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Puzzle Wealth Solutions. Jason’s background includes roles outside of financial advising, including positions in education and technology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Phillip Terrones is a CFP® professional with 19 years of industry experience, currently working at J.P. Morgan Securities since 2012. He holds the Series 66 designation and is based in La Grange, Illinois. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Thomas Currey is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank since 2015, and previously worked at Citigroup Global Markets. Outside of his advisory work, Currey is a sole proprietor involved in a real estate business based in Park Ridge, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Louis Miller is a financial advisor at Osaic Wealth, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, Miller is the president of Financial Vistas, a sole proprietorship engaged in selling traditional fixed life insurance, fixed annuities, group health insurance, disability, and long-term care products. Osaic Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using a range of asset-allocation tools and investment vehicles.

Grant Snyder is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior affiliation as Axa Advisors, LLC. Snyder serves as a board member and fundraiser for multiple education foundations, including N.E.W. 200 Education Foundation, Maercker Education Foundation, and Kaneland Education Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kosta Tanglis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at JP Morgan Chase for nine years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to research and diversified investment strategies.

Stefan Strauss is a financial advisor at Morgan Stanley in Oak Brook, IL, holding Series 66 and Series 63 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, David Poznanski, Kyle Morgan Smith, and Northwestern Mutual Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services through a structured planning process.

Michael Wollbrink is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with families and business owners across the country to help them pursue their investment and financial goals through personalized wealth management strategies. As a Personal Investment Advisor (PIA), Michael focuses on aligning financial plans with clients' life priorities. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, individual and corporate investment strategy, and retirement income. Michael emphasizes understanding what matters most to his clients to create flexible strategies tailored to their goals and aspirations. Michael holds a Bachelor's Degree from Western Illinois University. Outside of his professional practice, he enjoys football, golfing, swimming, and spending time with his family.

Adrian Fernandez is a financial advisor with Merrill, holding a Series 66 credential and three years of industry experience. His prior roles include positions at BMO Bank and TCF Bank. Outside of advisory work, he is involved as an officer and owner of F-Fulfillment LLC, a business focused on sourcing products for online arbitrage through Amazon. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

William Seibold II is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2009. In addition to his advisor role, he is co-owner of Seibold Wealth Management Inc., a separate practice based in Oak Brook, IL. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools.