Alyssa Sanderson is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and Embolden Wealth Management. She is also a commissioned notary in Itasca, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive technology tools and a broad network of over 22,800 advisors.

Adam Stone is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 20 years of industry experience. His prior roles include positions at Saxony Capital Management, Saxony Securities, and Kalman Kushnir Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Lois Wollney is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers services that combine extensive product offerings with structured planning processes.

Donald Karpick is a CFP®-designated financial advisor with Ameriprise, based in Schaumburg, IL, and has 21 years of industry experience. He has been with Ameriprise and its predecessor since 2011. Outside of advising, he serves as president on the board of the Fountain Terrace Homeowners Association. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Heidi Merkle is a financial advisor with Morgan Stanley in Barrington, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She worked at Merrill for 23 years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Eric Marzinke is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Transamerica Financial Advisors, and Equitable Advisors. He serves as President of ProMark Investments, Inc., and is the presider of the Board of Directors for the Palatine Chamber of Commerce. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation. The firm is notable for its scale, complex affiliate network, and recent consolidation activities.

Melissa Gomez Castrejon is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, JPM Chase, and Lou Malnatis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Monica Pizano is a financial advisor with Stifel, holding a Series 66 designation and 17 years of industry experience. She previously worked at Merrill for nine years before joining Stifel Nicolaus & Co Inc in 2022. Outside of her advisory role, she is involved with the American Association of Notaries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Janice Vlazny is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been affiliated with Cetera and related entities since 2006 and serves as Vice President of Holistic Wealth Management Group, Ltd., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Matt Jacobson is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized plans to meet their needs. He places a strong emphasis on forming enduring relationships with clients and their families, prioritizing trust, reliability, and competency in his work. Matt has held various roles at Fidelity Investments since 2021, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2021. His experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Matt enjoys activities such as biking, running, swimming, fitness, traveling, and spending time with his family.

Owen Johnson is a financial advisor with LPL Financial based in Cary, IL. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to joining LPL Financial, he worked at BMO Harris Bank, First Community Mortgage, PrimeLending, and Freedom Mortgage. He also has a background in academia from Purdue University. 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. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools and a broad network of over 22,800 advisors.

Michael Truckenmiller is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously spent six years at Fidelity. Based in Bloomingdale, IL, he holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and incorporates ESG considerations in its recommendations.

Quentin Price is a financial advisor at Fidelity with five years of industry experience. He has worked at Fidelity since 2021 and previously held positions at Alight Solutions, Edward Jones, and Aon. Outside of his advisory role, he works as an independent contractor for a grocery delivery service. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm is noted for its involvement in advisory roles to registered investment companies and its use of advanced technologies in portfolio construction.

Natasha Peric is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. She holds the Series 66 designation and is based in Schaumburg, Illinois. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Girouard is a financial advisor with LPL Financial in Crystal Lake, Illinois. He holds Series 65 and Series 63 licenses and has 12 years of industry experience, including 12 years at JPMorgan Chase Bank NA and J.P. Morgan Securities. He joined LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 network of over 22,900 advisors.

Rachael Lingle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Great American Insurance Group for eight years and at Coker Service Inc for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Hernand Hernandez is a CFP® professional at J.P. Morgan Securities with 30 years of industry experience. He has worked at JP Morgan Securities since 2014, following roles at BMO Harris Financial Advisors, Harrisdirect LLC, and LaSalle Financial Services. Outside of his advisory work, he has ownership interests in private rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating ESG frameworks, and is supported by broader derivatives and commodities capabilities.

Artur Wieczorek is a Series 66-licensed financial advisor with Merrill, based in Mount Prospect, IL, with nine years of industry experience. He has been with Merrill and its affiliate Bank of America since 2014. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Parker is a financial advisor with Ameriprise in Itasca, IL, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Outside of advisory work, he owns Alliant Financial Strategies Group LLC, which is used for client confidentiality purposes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stacy Sachs is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has worked at Cambridge Investment Research since 2007 and previously at Securian Financial Services from 2001 to 2007. Outside of her advisory role, Sachs is an owner and independent insurance agent at SL Sachs Financial Services Ltd. and serves on the Planned Giving Committee for Congregation Beth Judea. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.