Narayan Athanikar is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked with Ameriprise and its affiliates since 2013. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jude Wilbers is a financial advisor with Thrivent Investment Management in Geneva, Illinois, holding a Series 66 designation and having 12 years of industry experience. He has been with Thrivent Investment Management since 2014 and also works with THRIVENT Financial since 2015. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and offers planning services that can be combined with managed accounts but maintains separate advisory structures for these services.

Jing Ping Xu is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has a background that includes roles at Waddell & Reed, various insurance carriers, and involvement with Dream Land Realty for 20 years. Outside his advisory work, he has business interests in real estate through Dream Land Realty. 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.

William Vlazny is a CFP® with 27 years of industry experience, currently serving at Cetera. He has been affiliated with Cetera and its related entities since 1998 and operates South Barrington Tax & Financial Services, where he manages tax preparation and related financial services. Vlazny also holds leadership roles in multiple firms, including Holistic Wealth Management Group, Ltd., where he serves as president. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving diverse clients ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through multiple program structures and third-party managers.

Benjamin Brown is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2025 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Brown serves as a director for the Western Golf Association, where he helps raise awareness for the Evans Scholarship Program. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kevin Senechalle is a financial advisor with LPL Financial in Saint Charles, IL, holding Series 63 and Series 66 designations and having 11 years of industry experience. He previously worked at Infinex Investments Inc. at Allied First Bank for nine years and Money Concepts Capital Corp for one year. 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, and institutional platforms, supported by a large network of investment adviser representatives.

James Wresch is a financial advisor at Edward Jones in Crystal Lake, IL, holding a Series 66 designation 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, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Steven Grutzius is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2010, following five-year tenures at both Chase Investment Services Corp. and Banc One Securities Corporation. Outside of his advisory role, he is involved with VGI Family Wealth Strategies, dedicating a small portion of his time to this accounting-related activity. 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 services including financial planning and third-party asset management, with a focus on both discretionary and non-discretionary account management supported by technology tools and extensive institutional capabilities.

Iviz Loucks is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Loucks has been with J.P. Morgan Securities and its affiliated entities since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Petersen is a CFP® professional with 15 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years at Jhfn Sii. Outside of his advisory role, he is involved in a family business, Alpar Laboratories, Inc., where he assists with general operations on an as-needed basis. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a wide range of financial planning, retirement consulting, and investment management services. The firm utilizes various tools and platforms to construct and manage portfolios that include a broad spectrum of asset classes, serving both discretionary and non-discretionary accounts.

Jacob Strater is a financial advisor at Ameriprise in Schaumburg, IL, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior work experience that includes roles at TPC Deere Run, Aurora Country Club, and St. Ambrose University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

James Platania Jr. is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC and has operated Platania Financial Inc. since 2015. Outside of his advisory work, he serves as an adjunct faculty member at the National Judicial College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Jason Decarlo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes positions at Coldwell Banker, Berkshire Hathaway Home Service, and Wheatland Commercial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Arthur Mcphail is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2019, as well as previously at Summit Financial Group Inc. He also operates Personalized Financial Resources, LLC, providing insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services and features a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Clay Terry is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2018. He is also involved as an associate with Terry Investment Group, Inc., where he provides non-investment-related support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary investment consulting and supports a wide network of advisors and affiliated firms.

Anja Gribhofer Decker is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Nosco and Constantia Flexibles Sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anthony Crespo is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles across several school districts from 2015 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Draper is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Draper serves as vice president of Western Catholic Union Branch 100, assisting with fundraising and organizational activities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Avishek Guha is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Avantax Investment Services Inc. and Karvy Stock Broking Ltd. Guha is based in Schaumburg, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

Evan Lange is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Ernst & Young from 2015 to 2017. Evan is based in Arlington Heights, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.