Jocelin Paredes is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2018, previously employed by Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Michael Martin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and City National Bank. Martin serves on the boards of Be Brave Buddies, a nonprofit distributing dolls and cards to children with cancer, and the Dan Gibbons Foundation, which works to feed the hungry in DuPage County, Illinois. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers bespoke portfolio management and financial planning services, utilizing a range of in-house and third-party investment solutions tailored to each client’s risk profile.

Timothy Werner is a financial advisor with Wells Fargo Clearing in Oak Brook, IL. He holds a Series 66 designation and has 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederick Schoenfeld II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with J.P. Morgan Securities since 2018, following prior roles at Axa Advisors and TIAA. J.P. Morgan Securities 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 to support investment decisions.

Michael Kusay is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been with LPL Financial since 1994 and has operated Kusay Financial Services since 1986. In addition to his advisory work, he is involved in tax preparation and accounting services through related businesses. 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 financial planning and advisory programs supported by research and model portfolios, serving both discretionary and non-discretionary client needs.

Ron Schwartz is a financial advisor with Morgan Stanley in Oak Brook, IL, holding CFP®, Series 63, and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Lester Koryczan is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2023. He previously worked for 30 years at FSC Securities Corporation. Koryczan is a board member, treasurer, and investment committee member of the UCP Seguin Foundation, a nonprofit organization. He also operates a tax preparation practice and holds a notary public commission in Illinois. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct diversified portfolios that include various asset types.

Mark Stevenson is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and LPL Financial. Outside of his advisory role, he streams video games on Twitch as a non-commercial activity. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a wide network of advisers and platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various investment types.

John Karakourtis is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, Wells Fargo, and PNC Bank. Outside of advising, he serves as secretary of a women’s retail clothing store and manages an LLC involved in horse racing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various investment programs, including those implemented by third-party managers.

Kyle Zake is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of advisory work, he owns Life Loyal Advisors, LLC, and is involved in various nonprofit organizations related to Illinois education administration. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers to implement customized investment solutions.

Bruce Persky is a financial advisor with LPL Financial in Downers Grove, IL, holding a Series 66 designation and 25 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Joan Ripoli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her career includes roles at Old National Bank, First Midwest Financial Network, The Huntington Investment Company, Fifth Third Securities, and Fifth Third Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Rimkus is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for La Salle St. Securities, Inc. for 33 years before joining LPL Financial in 2022. Rimkus also has a business entity for tax and investment purposes and is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Frank Szafranski is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Szafranski serves on the Board of Directors for the Darien Study Center. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Sheila Mc Farland is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has worked at Ameriprise since 2018 and previously held roles with various insurance carriers and firms including Waddell & Reed. Outside of her advisory role, she is involved with Ninth Ave LLC as a client service manager. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide non-discretionary, tax-efficient withdrawal recommendations. The firm delivers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Timothy Holubik is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Megent Financial, Lincoln Financial Advisors, and World Financial Group. Outside of financial services, he serves as a firefighter and EMT with the Chicago Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options and reported over $256 billion in assets under management.

John Goblet Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at J.P. Morgan Securities for nine years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with several business entities, including HeadUnit LLC and Partnerland LLC, which serve tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third parties.

Daniel Durkin Jr. is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at UBS and Bank of America, N.A., and he completed his education at the University of Notre Dame. 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, offering model-based and discretionary strategies for individuals, institutions, and charitable organizations.

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.

Colleen Barry is a financial advisor at Cetera with Series 63 and Series 65 licenses and approximately one year of industry experience. Prior to joining Cetera, she has held various roles outside the financial industry, including positions in education and retail. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.