Natasha Peric is a Series 66-licensed financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate services, including lending and custody.

Carl King is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2016. Outside of his advisory role, he is associated with King & Moran, LTD, an accounting and tax firm. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Rachael Lingle is a financial advisor at Edward Jones in Streamwood, IL, with a Series 66 designation and one year of industry experience. Her prior work includes eight years at Great American Insurance Group and four years at Coker Service Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Sanel Behlic is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America from 2004 to 2019 before joining J.P. Morgan in 2019. 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 delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sam Bartolai is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to a broad range of investment products and research through its platform.

Steven Terradista is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has prior experience at BMO Harris Financial Advisors, Inc. He operates a DBA related to his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of advisors, offering a range of advisory programs, financial planning, and retirement consulting services.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Michael Sprenger is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2009. His practice is based in St Charles, IL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focusing on income sources and tax-aware withdrawal strategies.

Amerigo Romano is a financial advisor with Morgan Stanley in Geneva, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2010 and also works with Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, Romano has ownership roles in various real estate and construction-related businesses, as well as a partnership in a restaurant/bar in Chicago. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Cheryl Sanchez is a financial advisor with Raymond James & Associates in Roselle, IL, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, with a notable focus on municipal clients and public finance activities.

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.

Kevin Hannon is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial, where he has worked since 2019, following prior roles at American Portfolios Financial Services, Inc. and Theresa Hannon Financial Group Ltd. He is based in Saint Charles, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and various technology-driven 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.

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 18 years of industry experience. Prior to joining LPL Financial in 2021, Xu worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W&R Insurance Agencies from 2007 to 2021. Outside of advisory work, Xu has operated Dream Land Realty since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by model portfolios and research from multiple sources.

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 with LPL Enterprise, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1998 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and offers brokerage and insurance products through an integrated platform.