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.

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.

Kevin Hannon is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked at American Portfolios Financial Services, Inc. and Theresa Hannon Financial Group Ltd. from 2016 to 2021. 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. The firm offers a range of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Scott Mitchem is a financial advisor with Cetera, holding a Series 66 credential and bringing 26 years of industry experience. His prior experience includes roles at Avantax Investment Services, PK Financial Strategies, and Price Kong & Company CPAs. He serves on the Law Review committee of the Arizona State Board of Accountancy. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

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.

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 with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL in 2021, Xu worked for Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies for 14 years. Outside of advisory services, Xu has been involved with Dream Land Realty since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports investment adviser representatives with various portfolios and strategies, combining a broad financial services platform with extensive operational tools.

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.

Jeffrey Martinath is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1998, including roles at Pruco Securities, LLC, before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party managers, with additional services in financial planning, insurance, and trust custody.

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.

William Kehoe is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 37 years of industry experience. He worked at Pruco Securities, LLC for 35 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and related financial services.

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 at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with a focus on eligible strategies that may include ESG considerations.

Gregory Petersen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at Jhfn Sii for seven years. Outside of his advisory role, he is involved in the operations of a family-owned business, Alpar Laboratories, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

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.

Karen French is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has a long tenure with Prudential Insurance Company of America, dating back to 1987. French is also involved in fiduciary activities related to the Winifred M French Living Trust. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and insurance products through its affiliated entities.

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.