Anastasios Liosatos is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for eight years. He is also a managing member of Silver Liberatore Group LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a focus that includes public finance and municipal services.

Jeffrey Ziemnik is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, including roles at JPMorgan Chase Bank, N.A. prior to that. 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, distribution, and investment management capabilities.

Matthew Fowler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and with 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is involved in Medicare supplemental insurance sales and fixed life insurance sales. 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, access to model wealth portfolios, third-party asset management, and various brokerage and insurance products.

Laura Flores is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she accumulated over 14 years of experience before joining LPL Financial in 2026. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from internal and third-party sources.

Ryan Bagarella is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch Pierce Fenner & Smith for seven years. His background also includes time at Pappy's Sweet Shop and Purdue University. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Paula Campian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having one year of industry experience. She previously worked at BMO Bank NA for seven years and Citibank for three 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, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model potential outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Brad Anders is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2015. Outside of his advisory role, he is involved in technology and media ventures, including ownership of XGrowth Solutions LLC, which develops automated social media tools, and a passive investment in Newsmax Media Inc. 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 through a network of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Thomas Hudepohl is a CFP® professional with 22 years of experience in financial advising. He is currently with OSAIC and has previously worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. He is also Vice President at Reisner Hudepohl Financial Services, where he provides tax preparation and tax advice services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with a variety of investment platforms, utilizing asset-allocation tools, risk assessments, and automated portfolio rebalancing.

Donald Karpick is a CFP®-designated financial advisor with Ameriprise, based in Schaumburg, IL, and has 21 years of industry experience. He has been with Ameriprise and its predecessor since 2011. Outside of advising, he serves as president on the board of the Fountain Terrace Homeowners Association. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Heidi Merkle is a financial advisor with Morgan Stanley Wealth Management in Barrington, Illinois, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She previously worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Eric Marzinke is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 11 years. Marzinke serves as President of ProMark Investments, Inc. and is the presiding officer of the Palatine Chamber of Commerce Board of Directors. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Michael Kolnicki is a CFP® professional affiliated with Cetera who has 31 years of experience in the financial services industry. His career includes long-term roles at Cetera Financial Specialists LLC since 1995 and Kpw Financial Services since 2012. In addition to his advisory work, he operates several accounting and tax-related businesses. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, third-party manager selections, or custom strategies.

Janice Vlazny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been affiliated with Cetera and related entities since 2006 and serves as Vice President of Holistic Wealth Management Group, Ltd., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Matt Jacobson is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized plans to meet their needs. He places a strong emphasis on forming enduring relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Matt has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2021. His experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Matt enjoys activities such as biking, running, swimming, fitness, traveling, and spending time with his family.

Shaun Ratay is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, Ratay coaches football for the District 304 Geneva Illinois School District. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Brian Olson is a financial advisor at Edward Jones in Elburn, Illinois, with five years of industry experience. He holds the Series 66 credential and previously worked at H&R Block, UPS Freight, ISBA Mutual Insurance, and Tsys Merchant Solutions. Outside of advising, he manages a small beekeeping operation, overseeing 10 hives and selling surplus honey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Truckenmiller is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Its Institutional Consulting Services program delivers non-discretionary advice through a select group of Wealth Advisors.

Quentin Price is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity since 2021 and previously held positions at Alight Solutions, Edward Jones, and Aon. Outside of his advisory role, he works as an independent contractor for a grocery delivery service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its involvement in advisory roles to registered investment companies and its use of advanced technologies in portfolio construction.

Brett White is a financial advisor with Ameriprise in Winfield, IL, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 1991. Outside of his advisory role, he owns and manages two non-investment-related businesses, DallasDukeDodgers Inc. and Absolute Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise Managed Accounts.