Marcos Alvarado is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Brian Grote is a financial advisor with Ameriprise in Brookfield, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

William Kehoe is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Pruco Securities, LLC for 35 years. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutions. The firm offers financial planning, consulting, and access to model wealth portfolios, along with brokerage and insurance products through an integrated platform.

Peter Babich is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is a commissioned notary public and occasionally provides notary services to clients. 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 brokerage services, with investment management supported by proprietary research and third-party subadvisors.

Joseph Porter is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at PFS Investments Inc. and Trinity Hospital, as well as long-term service with the Chicago Fire Department. Outside of finance, he owns and operates Chicago Shores Charters LLC as a U.S. Coast Guard Captain. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and select separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Anthony Lodovico is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at Edward Jones from 2015 to 2020. He is also involved with Valor Capital Partners LLC, an investment-related business. 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 and financial planning services, with both discretionary and non-discretionary management options, supported by proprietary research, third-party subadvisors, and various portfolio management tools.

Lee Jones is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at PFS Investments Inc. since 2022 and over 30 years with the US Postal Service. He has also been affiliated with Primerica Financial Services since 1992. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Ryan Knudsen is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he participates as a member of the Center Of Influence in Darien, 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Karen French is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes long tenure at Prudential Insurance Company of America and Pruco Securities, where she worked from 1987 until joining LPL Enterprise. She is also involved in non-variable insurance brokerage activities and acts as a fiduciary for the Winifred M French Living Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

John Gedwill is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Fifth Third Securities and Fifth Third Bank for 13 years. He is also involved with Highpoint Planning Partners, LLC, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Allison Glover is an Investment Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she worked as a Financial Representative at the same firm from 2024 to 2026. Her professional focus is on assisting clients in pursuing their long-term financial goals through tailored strategies, portfolio guidance, and retirement planning. Allison's approach involves developing customized financial plans that align with her clients' individual needs and objectives. Outside of her professional work, she engages in activities such as cooking and baking, spending time with family, attending social events with friends, reading, and running.

Marcellus Hollendoner is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at LPL Financial, Waddell & Reed, Fifth Third Securities, and various insurance agencies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party strategies.

Samantha Janisse is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. Her career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank prior to joining Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Monte Carlo simulations and Secular Return Estimates.

Brian Vallow is a financial advisor with Ameriprise in Orland Park, IL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2024. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, algorithmic tools, and investment research, with enrollment criteria that require a minimum level of investable assets and a focus on managed account assets held at Ameriprise.

Cardell Mccollum is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, institutional clients, and organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Thomas Picchi is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Northpoint Financial Group, Woodbury Financial Services Inc, and currently serves as a wealth advisor at OSAIC. Outside of his advisory role, he is president of TKP Consulting Ltd, an S corporation through which he manages his business expenses. OSAIC serves a broad mix of clients, including retail and institutional investors, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Lynn Kaufman is a financial advisor with Ameriprise in Naperville, Illinois, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining Ameriprise in 2021, Kaufman worked for Berthel Fisher & Co Financial Services, Inc. for ten years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Phelan is a financial advisor at Equitable Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 2005, including time at its predecessor firms AXA Advisors and Mony Securities Corporation. Outside of his advisory work, Phelan is involved in health insurance sales and serves as a co-trustee for his mother's trust. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Aleece O'Connell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jared Dowdakin is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, JPMorgan Securities, JPMorgan Chase Bank, and Nuveen Asset Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.