Timothy Odell is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 license and has worked with multiple firms, including Summit Financial Group and Delco Tax Advisory Services. Outside of his advisory role, Odell serves as an assistant coach for a local U8 soccer team. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, 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, supporting both discretionary and non-discretionary investment solutions.

Eric Anstedt is a financial advisor with LPL Financial in Lisle, IL, holding a Series 66 credential and bringing eight years of industry experience. He previously worked at Edward Jones for six years and Producer Resources, Inc. for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, supported by in-house and third-party research.

David Zaycek is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, and Wayne Hummer Investments LLC. 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. Schwab offers a client relationship model that combines primarily non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Brett Martin is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Stevenson is a CFP® with 43 years of experience in the financial services industry. He is currently with OSAIC and previously worked at Woodbury Financial Services Inc. and LPL Financial. He also operates a sole proprietorship as an insurance agent specializing in long-term care insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms. The firm employs various tools and third-party solutions to construct diversified portfolios tailored to client needs.

Reed Carmichael is a financial advisor at Fidelity with 14 years of industry experience. He has worked at Fidelity Investments since 2019, following a three-year tenure at JP Morgan Securities LLC. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Parker Mullen is a financial advisor with Osaic Wealth Inc. holding a Series 66 designation and two years of industry experience. Prior to joining Osaic, he worked at Butler National Golf Club and Illinois Wesleyan University. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Clarissa Prorok is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Financial Services since 2015 and Primerica Advisors since 2011. In addition to her advisory role, she has been employed by Indian Prairie School District 204 since 2006. She is also involved in the sale of home security and automation products and related services through Primerica affiliates. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies created by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Scott Turyna Jr. is a financial advisor with Cetera holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also serves as a financial consultant at Old Second National Bank. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, employing multiple program structures and investment platforms.

Stephen Stalcup is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2009. Outside of his advisory role, he assists his wife in managing the Primrose School, a preschool and daycare business. Ameriprise Financial Services is a large institutional firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement-income planning and tax-aware withdrawal strategies, utilizing a centralized team and proprietary research to support its recommendations.

Steve Cosme is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 designations and has spent the majority of his career with JPMorgan Chase Bank and its affiliates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Joyce is a financial advisor at Ameriprise Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Corcentric and positions in education at the University of Kansas, Lincoln Way East High School, and Hickory Creek Middle School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning strategies and tax-aware withdrawal approaches. The firm’s recommendations incorporate its investment research and third-party data within an affiliated product framework.

Amie Sankey is a financial advisor with Cetera in Orland Park, IL, holding a Series 66 designation and over 10 years of industry experience. Her prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and Bill Hickey & Associates. Outside of her advisory work, she serves as treasurer of a nonprofit high school hockey club. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including third-party managers and bespoke strategies.

Jeffrey Lattimer is a financial advisor at Edward Jones in Naperville, IL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Patrick Christensen is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial Services since 2001. He is also president of FQR Inc., a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers customized, non-discretionary planning using analytical tools and supports a wide advisor network, with notable municipal advisory capabilities and specialized employer consulting programs.

Jack Enright is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to provide financial planning and develop investment strategies. Since joining Fidelity Investments in 2022, he has held several roles including Financial Representative and Relationship Manager, gaining experience in client relationship management and financial advisory services. Jack's professional journey at Fidelity Investments has allowed him to build expertise in financial planning and investment strategy development. His progression from Financial Representative to his current role reflects his growing responsibilities and commitment to client service. Outside of his professional work, Jack has interests in baseball, comedy, fitness, football, museums, and outdoor adventures.

Patrick Mc Dermott is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Naperville, IL. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

William Brauer is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and First Midwest Bank for two years. Outside of advising, he is involved in tax preparation and accounting as a CPA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Amy Lanenga is a financial advisor with Wells Fargo Advisors based in Naperville, IL. She holds Series 63 and Series 65 licenses and has 36 years of experience in the industry. Her career includes multiple roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.

Alexander Runge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2022. Outside of finance, he has past experience running small businesses including Krema Coffee House and AC's Pub. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.