Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Nicholas Hamilton is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2012 and previously at Alliant Credit Union from 2011 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Jeffrey Garbaciak is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at New York Life Insurance, Valic Financial Advisors, and as an independent consultant. His background also includes work outside finance, such as positions at Home Depot and Cafe Lucci. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides various investment implementation options, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 23 years. Outside of his advisory role, he serves as president of Rising Stock, Inc., a leadership and coaching company, and holds board positions at Beth Emet Synagogue and Chiaravalle Montessori School. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services supported by various investment platforms and tools. The firm employs asset-allocation strategies and risk management methods to construct portfolios across multiple asset classes.

Jared Korn is a Financial Advisor at Merrill Lynch Wealth Management specializing in comprehensive wealth management for small business owners, corporate executives, and high-net-worth families. He has over six years of experience in the financial services industry, focusing on personalized financial strategies that encompass retirement planning, tax-efficient wealth preservation, risk management, estate planning, and executive compensation optimization. Jared holds a Bachelor's Degree from the University of Illinois Urbana-Champaign and holds the Personal Investment Advisor (PIA) designation. He is involved with professional organizations including the Merrill Lynch Bank of America Disability Action Network and the Inter-Generational Employee Network. Jared emphasizes a client-centric approach, building long-lasting relationships based on trust and understanding each client's unique financial goals. Outside of his professional work, Jared's personal interests include adventure sports, boating, football, golfing, music, rock climbing, skiing, spending time with his family, and surfing.

Shawn Marks is a financial advisor with J.P. Morgan Securities in Park Ridge, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program supported by a centralized due diligence framework.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Prior to joining Cambridge in 2021, Ren worked at LPL Financial for 10 years. Outside of advisory work, Ren is an IRS Enrolled Agent and operates a tax services firm, REN & Associates Tax Services Inc. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment implementation options across multiple platforms, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

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.

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.

Christina De Giuseppe is a CFA® charterholder and holds a Series 63 license, with nine years of experience in the financial services industry. She has worked at UBS Asset Management for six years before joining UBS Financial Services in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to customize plans based on client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Tracy Cook is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Derek Nichols serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he leads a team of advisors by providing support and coaching aimed at maximizing their potential. He focuses on fostering a positive work environment and developing the skills and capabilities of his team to serve more clients effectively each day. Prior to his current role, Derek was a Branch Leader at Fidelity Investments from 2024 to 2026, and before that, he was Vice President and Wealth Planner at the company from 2018 to 2024. His mission is to create a culture of excellence, collaboration, and innovation within his branch while delivering exceptional service and value to clients. Outside of his professional responsibilities, Derek has personal interests that include fitness, football, golf, hiking, and motorcycles.

Jeremy Ryan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. His prior experience includes roles at Bullpen Sports and Hussar Capital. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Blake Ripes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC, Fifth Third Bank, and National Securities Corp. Outside of finance, he has experience in the hospitality industry, including positions at Quinton's Bar and Brill and Picklemans. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Joshua Mancino is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. outside of his advisory role, no additional business activities are noted. 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, and access to various managed portfolio programs alongside brokerage and insurance products.

James Oshaughnessy is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Global Retirement Partners, HUB International, Sheridan Road Advisors LLC, and Independent Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research support.

Michael May is a financial advisor at Osaic with 37 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he serves as a power of attorney for a family member in assisted living and is the guardian for a special needs cousin. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

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.