Bryan Parrish is a financial advisor with Charles Schwab in Naperville, IL, holding the Series 66 designation and eight years of industry experience. He previously worked at First Command Advisory Services and related entities from 2016 to 2023, and briefly at Geiger Wealth in 2019. Outside of his advisory role, he is involved in property ownership unrelated to brokerage or agent activities. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment due diligence process.

Eric Lederman is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial Services and Clear Track Financial Advisors for eight years and spent one year with Wayne Hummer Investments. He is also a notary public in the state of Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michael Mcgavin is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc and Harris Investor Services Inc. In addition to his advisory role, Mcgavin is licensed as an insurance agent specializing in fixed insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party investment managers, employing various tools and platforms to create diversified investment portfolios.

Scott Welling is a financial advisor at Osaic with one year of industry experience. He holds a Series 66 designation and previously worked at Topco Associates LLC and Hire Excellence. He is also a life insurance producer and financial consultant at Covenant Financial, LLC. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through its extensive network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and third-party platforms to manage portfolios across various asset classes and investment restrictions.

Jeff Bergmann is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2002. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Lorilyn Prestidge Davtian is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021, with prior experience at Can Font, Brix Tavern, and Southern Hospitality. Outside of her advisory role, she serves on the board of Maayan School and is involved in retail sales and vacation rental operations through ALG Global Solutions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax strategies. The firm combines advisory, brokerage, and insurance solutions typical of a large institutional provider.

Staci Bodtke is a financial advisor with Edward Jones in Naperville, IL. She holds the Series 66 designation and has experience at Mutual Federal Bank, Wells Fargo Home Mortgage, and US Bank Home Mortgage. Bodtke joined Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Cox IV is a financial advisor with Wells Fargo Advisors in St Charles, IL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at GWM Advisors, LLC, LPL Financial, LLC, and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Michelle Hurst is a financial advisor with Merrill in Lisle, IL, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 1998. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Kelleher is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at LPL Financial since 2013, including through affiliated entities such as Highpoint Advisor Group, LLC. Outside of his advisory role, he is involved with GALERIBRI Inc and Upstream Investment Partners for LPL-related business activities. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm offers both discretionary and non-discretionary management utilizing model portfolios, third-party subadvisors, and advanced technologies.

Annalisa Griego is a Financial Consultant with experience in managing and developing client strategies. She served as Managing Director at Northwestern Mutual from 2024 to 2025 and as Growth and Development Director from 2021 to 2024. Annalisa assists clients in building financial strategies that consider the broader context of their lives, including family, goals, values, and long-term impact. Her professional approach emphasizes meaningful guidance to enable clients to make informed and thoughtful financial decisions with clarity and confidence. Annalisa balances immediate results with the consideration of future generations and opportunities. Outside of her professional commitments, Annalisa engages in activities including family activities, golf, parenthood, spending time with pets, puzzles, and traveling.

Timothy Levert III is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at JP Morgan Chase and its affiliates for nine years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Kyle Klosowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and JPMorgan Chase Bank, N.A. prior to his current role. 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 through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Brian Soczka is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ian Hamann is a financial advisor at Ameriprise in Lisle, IL, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior experience in various roles including positions at Voyage Financial Group and GA Drywall. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Anthony Malano is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SagePoint Financial Inc. and Mid America Financial Group. In addition to his advisory role, he is involved in the fixed life and annuity business as a life insurance agent and assists with licensing and product support at Mid America Financial Group. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers.

Brian Ohlinger is a financial advisor with Ameriprise in De Kalb, Illinois, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the Finance Advisory Committee for the City of DeKalb, providing input on municipal budgets and financial planning. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations, primarily for clients with significant investable assets. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Sypien is a financial advisor with Edward Jones in Woodridge, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Dennis Gorski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial, American United Life, and Wela Financial, where he is currently owner and president. Gorski is also the founder and executive director of Dynamis Ministries, focused on Christian generosity planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools, with options for clients to implement recommendations through separate brokerage or insurance arrangements.