John Anderson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and over 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory work, Anderson serves as Vice Chairman on the Board of Directors for 100 Black Men of Chicago Inc., a youth mentoring organization focused on economic empowerment initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs delivered through Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Eric Kitchell is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked within various Morgan Stanley entities since 2010, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning tools and investment models.

Jason Yang is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co. before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jeffrey Todd is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at SagePoint Financial, Inc. and Todd & Associates, Inc. He is also involved in insurance sales as a licensed insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Brian Hughes is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated, Cetera Wealth Services, and TalentLink Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment services through its broad platform.

Anthony Petro is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He joined Merrill in 1988 after earning a Bachelor of Science in Management from Ball State University. Anthony holds several industry licenses, including the Series 7, Series 63, and Series 65, and is recognized as a Personal Investment Advisor (PIA). Throughout his career, Anthony has focused on providing clients with tailored financial strategies that address a range of life priorities such as family, philanthropy, finance, home, health, and work. His expertise encompasses college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, tax minimization, and retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies and has discretionary authority in the firm’s Investment Advisory Program. Anthony was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as part of the Dismore Petro Conner Wealth Management Group. He resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of work, Anthony enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Joseph Wojcik is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is involved in a real estate business that manages office rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Dray Henderson is a financial advisor with LPL Financial, holding Series 63 and 66 registrations and bringing 26 years of industry experience. Prior to joining LPL in 2026, he spent 14 years at J.P. Morgan Securities and 24 years with JPMorgan Chase Bank, N.A. 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, including access to third-party asset managers and institutional platforms.

Marilyn Seagraves is a CFP®-certified financial advisor with 46 years of industry experience, currently affiliated with LPL Financial since 2021. Her career includes long-term roles at Waddell & Reed, INC. and the operation of Seagraves Financial Group, LLC. She has also been involved in farming for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

Kathrine Wunderli Bastian is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities from 2007 to 2024 before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Benning is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following a 12-year tenure at Fifth Third Securities. 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 uses firm-approved tools and modeling techniques to support the planning process.

Michael Sharples is a CFP® with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL, he worked at Edward Jones for four years. He also operates a business entity, MKS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by a large network of advisors and advanced operational tools.

Arthur Remiasz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at JPMorgan Chase Bank, N.A. from 2012 to 2018. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Louis Pinto is a financial advisor with Edward Jones in Orland Park, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Robert Burns is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Fatigati is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside finance, she has experience working in animal-related businesses such as Hill Chester Animal Hospital and The Dog District. 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, supported by technology and research tools.

Caden Blazing is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Chungdahm Academy and the Mayo Clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas. The firm combines goal-based analyses with managed-account options while maintaining planning and portfolio management as separate services.

David Koldras is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his deceased mother’s trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.