Walter Cosmo is a financial advisor at LPL Enterprise with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Cosmo is also involved in insurance-related business activities through several agencies in Illinois. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products. The firm’s integrated platform combines adviser programs with active sales of financial products and collaborates with third-party asset managers and trust custodians.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Alexander Senyshyn is a CFP® with nine years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has previously worked at firms including Private Advisor Group, Fidelity Investments, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Slowik is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 33 years of industry experience. He has worked at Strategic Advisors Inc and Fidelity Brokerage Services, Inc. since 1993 and has been with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and the management of model portfolios. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven research methods.

Catherine Jones is a CFP® professional with 19 years of experience in financial advising. She is currently with Edelman Financial Engines and has worked within the Financial Engines and Edelman Financial Services organizations since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer both discretionary and non-discretionary investment management options.

William Schultz is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 27 years. He is also the owner of a financial planning business operating as an LLC. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and third-party managers to tailor portfolios across various asset classes.

Nicole Borovicka is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2022, with a prior tenure at J.P. Morgan Securities from 2006 to 2017. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services on a non-discretionary basis.

Corey Klein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2005 and joined J.P. Morgan Securities in 2025. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Sweno is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 66 designations and has a background that includes positions at Wayne Hummer Investments, Northern Trust Bank, Vision Investment Services, Inc., and Northern Trust Securities, Inc. Outside of his advisory work, he is involved with Wintrust Investments, a business related to his activities at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs alongside retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management with access to diversified strategic and tactical model portfolios.

Chris Lindblad is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Heidi Radder is a financial advisor with Cetera in Schaumburg, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her work history includes roles at Avantax Advisory Services and Gene Bell & Associates. In addition to her advisory work, she operates a small bookkeeping business, True Knack, LLC. 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 management and financial planning services, including access to third-party managers and multiple portfolio models.

Michael Parris is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients and their families to understand their financial situations and develop comprehensive plans aimed at growing and protecting their wealth while working toward their financial goals. He emphasizes open communication and building strong, enduring relationships with his clients. Prior to his current role, Michael served as a Financial Consultant at Fidelity Investments from 2022 to 2026. Before joining Fidelity, he held positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2017 to 2022 and Private Client Banker from 2011 to 2017. His experience spans various aspects of financial planning and client advisory services.

Sardia Buari Wypych is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as CitiGroup Global Markets Inc. since 2016. 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, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Steven Hefter is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president and treasurer of the Steve Hefter & Janice Hefter Family Foundation, where he spends time reviewing and identifying charitable giving opportunities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Blair Chozen is a Vice President Financial Consultant at Fidelity Investments, a role held since 2023. Blair has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Investment Solutions Representative, High Opportunity Financial Representative, and Tax Exempt Customer Service Associate. Blair is a Certified Financial Planner (CFP) Practitioner with a focus on wealth planning. Blair emphasizes listening and asking pertinent questions to understand clients' needs and uses Fidelity's resources to help clients explore financial strategies tailored to their circumstances and potential consequences. This approach aims to educate clients and empower them to make informed financial decisions. Outside of professional commitments, Blair has personal interests that include art, food, football, gardening, music, and pets.

Ryszard Szyndlar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at AMR Industries and PFS Investments Inc., alongside his ongoing work with Primerica Financial Services since 1996. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating portfolio management and trading to BNY Mellon Advisors.

Aneta Ivanova is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of finance, she teaches dance as a group fitness instructor at Lifetime Fitness Algonquin. 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 through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver comprehensive services.

Thomas Temple is a financial advisor at UBS Financial Services in Northbrook, IL, with 39 years of industry experience. He has been with UBS since 2012 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages portfolios with both discretionary and non-discretionary approaches.

Keeley Brogan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her career includes multiple roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA dating back to 2007, as well as time at Fernwood Management LLC from 2019 to 2021. 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 in its approach.

Steven Howard is a financial advisor with Morgan Stanley in Deerfield, IL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook models.