James Platania Jr. is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC and has operated Platania Financial Inc. since 2015. Outside of his advisory work, he serves as an adjunct faculty member at the National Judicial College. 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 through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Mitchell Todd is a financial advisor with Mass Mutual Investors Services in Crystal Lake, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with MML Investors Services, LLC since 2019 and Mass Mutual Life Insurance Co since 2018. Prior to his advisory roles, he was involved with Peggy's Tavern and Drake University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, annual planning engagements using firm-approved analytical tools.

Anja Gribhofer Decker is a financial advisor at Edward Jones in Elgin, IL, holding a Series 66 designation with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Nosco and Constantia Flexibles Sales. 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 large network of financial advisors and branch offices nationwide.

Stephen Roake is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Keller Williams Infinity and eXp Realty in real estate. He is also involved as a technology officer and sales consultant for Serving Others in Loving Kindness, a nonprofit organization. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm employs model-driven investment strategies and provides advisory services through a large network of advisors.

Michael Revord is a financial advisor with Edward Jones in Wauconda, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in home remodeling and architectural firms. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, advisory services, and affiliated financial products through a large network of advisors and branch offices.

Avishek Guha is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Avantax Investment Services Inc. and Karvy Stock Broking Ltd. Guha is based in Schaumburg, IL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

Evan Lange is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Ernst & Young from 2015 to 2017. Evan is based in Arlington Heights, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Mchugh Sr. is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. His prior work includes a 19-year tenure at Accenture, LLP and roles at FSC Securities and McHugh & Riley Limited, where he remains involved in tax preparation and accounting services. 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 institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, supporting a wide range of investment strategies and operating one of the largest advisor networks in the industry.

Allison Wiseman is a financial advisor at Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in assets. The firm employs a structured planning process using approved tools and models but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

Uguumur Tsogtbaatar is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2021. Outside of his advisory role, he is a co-owner of a family rental property. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and organizations.

Matthew Ordway is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Fifth Third Bank, U.S. Bank, and PNC Wealth Management. Ordway is also associated with Signature Chicago Wealth Management, a DBA for his LPL business. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Feldstein is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2019. His prior experience includes roles at Harris Investor Services, Harrisdirect LLC, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisers, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Carroll is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 20 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory role, he serves as president of CJX Consulting, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Jack Blomstrand is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and 1 year of industry experience. His prior work includes roles at Aldi, Tagkast, Inc., and Ascent Nutrition. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved tools.

Jennifer Bergin is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Bank of America, Edward Jones, RBC Capital Markets, Wells Fargo, Morgan Stanley, and Neuberger Berman. She is based in Schaumburg, IL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Brian Terwilliger is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments and IHT Wealth Management. He is a member of the Schaumburg Business Association, participating in networking and volunteer meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Saad Alhiti is a financial advisor with Edward Jones in Northbrook, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following positions at DePaul University and TCF Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Madeline Dominick is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at TrustBank, Fifth Third Bank, JP Morgan Chase Bank, BMO Harris Bank, and TCF (now Huntington). She is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery utilizing a combination of proprietary research and algorithmic methods.

John Bodolay is a Certified Financial Planner® at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1994, serving clients from Barrington, Illinois. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Kyle Mcmillin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and also operates Mcmillin Financial, a financial services business established in 2007. Outside of advisory work, he is an independent insurance agent for various companies through IDEAL Producers Group. Cambridge Investment Research Advisors serves 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 a range of investment approaches and platforms tailored to client needs.