Rick Reiser is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Volt Information Systems and United Postal Service. He also has a background that includes eight years at the University of Iowa. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jay Kowalski is a financial advisor with Cambridge Investment Research Advisors in Des Plaines, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2010 and has operated his own CPA and tax preparation practice since 1982. Outside of advising, he works as an independent insurance agent and provides accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and a range of proprietary and third-party model strategies.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Andrew Hall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at IFS Financial Services and Touchstone Securities Inc. from 2017 to 2025 and at Foreside Fund Services and Henderson Global Investors from 2014 to 2017. In addition to his advisory role, Hall is co-owner of HARMIN Inc., a C corporation involved in future franchise ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Andrew Vokt is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 2008. Vokt serves as a Non-Profit Board Member for NAIFA Chicagoland, assisting with educational initiatives for financial advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products.

Noel Thilagam is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Autranex, ITC Management Group, and Synergy House Solutions / GSN Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Jin Wang is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. Wang holds the Series 66 designation and previously worked at LPL Financial and Express Line Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and a range of investment strategies.

Scott Mitchem is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and Price Kong & Company CPAs. He serves on the Arizona State Board of Accountancy's Law Review committee and is a trustee for Price Kong Pension Plans. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a multi-manager platform.

Brent Oram is a Series 66–licensed financial advisor at Charles Schwab with three years of industry experience. Prior to his current role at Charles Schwab, he held positions at Vanguard Advisers, Inc., Vanguard Marketing Corporation, and The Vanguard Group, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Scott Seifert is a CFP®-credentialed financial advisor with Edward Jones in Des Plaines, IL, bringing 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he owns a rental property in Tampa, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Amy Thompson is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has been with Cetera and Cetera Financial Specialists LLC since 2004. In addition to her advisory role, she is a CPA and provides tax and accounting services through Weiss & Thompson, PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment strategies, including model portfolios, third-party managers, and bespoke approaches.

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.

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.

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.

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.

Jeffrey Rodgers is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at James T. Borello & Co. for 13 years and has been involved with the New Trier School District since 2002. Rodgers is also engaged in tax preparation and accounting services through a related business activity. 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 portfolio programs, and institutional platforms.

Matthew Callero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 16 years of industry experience. His prior work includes roles at OSAIC and Woodbury Financial Services, and he has operated his own entities such as Callero Capital Management Inc. since 2012. Outside of advising, he provides notary services through Matthew Callero Notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment and advisory services including discretionary and non-discretionary portfolio management and access to both affiliated and third-party money managers.

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.