Logan Morrison is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience at Medline Industries LP, Pure Processing, and Morgan Stanley. Morrison’s background also includes academic and secondary education roles. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Amy Zezulka Garcia is a CFP® with 37 years of experience in the financial services industry. She has worked at Wells Fargo Advisors since 2022 and previously held roles at Wells Fargo Clearing and Prudential Equity Group, LLC. She is also the owner of AZG Advisory Services LLC and AZG Financial Advisory LLC, and serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients’ needs, utilizing Wells Fargo research and tools, with recommendations delivered through meetings and written summaries.

Stace Hilbrant is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at HUB International Investment Services, Global Retirement Partners, and Independent Financial Partners, among others. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Michael Reichman is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes eight years at J.P. Morgan Securities and seven years at Chase Investment Services Corp. He operates in Crystal Lake, Illinois. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management access, and institutional platforms, supporting advisors with model portfolios, customized strategies, and advanced research tools.

Janine Kerin is a financial advisor at Edward Jones in Crystal Lake, IL, holding a Series 66 designation and with six years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Boys & Girls Clubs of Dundee Township and Northwestern Medicine. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branches nationwide.

John Schwalbach is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, both located in Barrington, IL. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm‑approved tools and modeling techniques.

Anthony Nguyen is a Planning Consultant at Fidelity Investments. In this role, he collaborates with advisors to address client questions and ensure alignment between financial plans and client goals, working closely with clients throughout the process. His professional experience includes positions as a Planning Consultant, Relationship Manager, and Financial Representative at Fidelity Investments from 2022 to the present. Prior to that, he worked as an Associate Banker at JPMorgan Chase from 2019 to 2022. Outside of his professional work, Anthony has interests in badminton, board games, comedy, food, and swimming.

Adam Tatroe is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with LPL Financial since 2021 and previously worked at Harris Investor Services, Inc. and Edward Jones. 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 portfolios, third-party asset management, and institutional platforms.

Tom Weyhrich is a financial advisor with Wells Fargo Clearing in Deerfield, Illinois, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been self-employed since 2011. Outside of advising, he serves as co-trustee for his spouse’s trust and as trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Anne Del Rosario is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services and Citigroup Global Markets. Outside of her advisory role, she is a part owner and administrator of Diversified Home Care Inc. 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 financial planning, model portfolio programs, and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Kevin Kerrigan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Charles Schwab since 1995, including 13 years at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Joseph Martin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior work includes eight years at Wells Fargo Clearing and a year at Prudential Equity Group, LLC. Outside of his advisory role, he serves as a notary public and is a 45% owner of Martin & Martin Investment Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop recommendations implemented through various brokerage or advisory programs.

Jody Christman is a Series 66 credentialed financial advisor with Edward Jones in Des Plaines, IL, where she has worked for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes a year at TRC Advisory and several periods outside the industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Brandon Brocato is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Willies Pub & Pool and the University of Missouri Recreation Center. He is also president of Brandon Matthew Inc., an independent service provider for FedEx. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and asset managers to implement advisory models across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Art Salnikov is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2021. 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 individuals, high-net-worth clients, and institutional investors.

Kent Bellgrau is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and is also a part owner of Winters & Co, LLC, an accounting and CPA firm where he is involved in tax and accounting services. In addition to his advisory role, he owns and operates Winters & Co, LLC, providing accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that provides access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Jason Erpelding is a financial advisor at Morgan Stanley with 12 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thirupathy Nathan is a financial advisor with Cetera in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera since 2007 and has worked with affiliated entities since 1991. Nathan also owns and operates TV Nathan & Assoc., Inc., providing accounting and financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services delivered via multiple program structures and a multi-manager platform.

Robert Siers is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. Outside of his financial advisory role, he is also an owner and partner of Hatch and Fletch, LLC, a company involved in land acquisition. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.