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.

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.

Steven Deer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. In addition to his advisory role, Deer serves as a notary public for Equitable and its network business. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and maintaining a fiduciary focus for qualified plans.

Trevor Bieszczat is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured discovery conversations and firm-approved planning tools.

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.

David Joseph is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade, and Fidelity Brokerage Services. Outside of his advisory role, he owns Joseph Insurance Group, which focuses on life and health insurance sales. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed accounts. The firm combines non-discretionary and discretionary investment approaches within a large integrated platform, offering advisory, brokerage, custody, and cash-sweep services.

Michael Kaniok is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2008. Outside of his advisory role, he partners with clients in real estate investments focused on purchasing properties to flip or rent. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

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.

Steven Gatto is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he is involved in private business ventures, including ownership of a private company and a family rental property investment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering a variety of wrap fee advisory programs with customizable portfolio management and financial planning services. The firm integrates in‑house and third‑party investment managers and provides a range of options including tax management and responsible‑investing screens.

Sam Bartolai is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to a broad range of investment products and research through its platform.

Krzysztof Piekarski is a financial advisor with Ameriprise in Golf, Illinois, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Piekarski & Associates, a consulting business based in Northbrook, Illinois. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations tailored to clients’ retirement income needs.

Michael Risher is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee for irrevocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Michael Sondag is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves on a committee with management and supervisory functions for 8 Rope LLC, a non-investment-related entity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm provides a wide range of services including wealth management, institutional trading, and capital markets activities.

Jeffrey Stonecliffe is a financial advisor with Edward Jones in North Barrington, IL, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2016 and briefly worked with National Dental Integrators of Chicago LLC in 2016. Outside of his advisory role, he serves as a director for AmSpirit Business Connections, supporting the growth and operations of networking chapters in the Chicagoland area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Eric Wurtel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Eric Wurtel & Assoc. Inc. for over 30 years. Outside of advising, he receives referral commissions on medical insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary investment strategies.

Andrew Hall is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 21 years of industry experience. He previously worked at IFS Financial Services and Touchstone Securities Inc. from 2017 to 2025 and at Foreside Fund Services and Henderson Global Investors from 2014 to 2017. In addition to his advisory role, Hall is co-owner of HARMIN Inc., a C corporation involved in future franchise ownership. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial product sales and referral channels.

Susan Weitzman is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. She serves on the investment committee for Temple Jeremiah in Northfield, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diverse services including estate planning and models that utilize Monte Carlo simulations and secular return estimates.

Noel Thilagam is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc, Autranex, ITC Management Group, and Synergy House Solutions / GSN Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Jin Wang is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research Advisors since 2022, following prior roles at LPL Financial and Express Line Corporation. His outside activities include involvement in investment-related business operations under the name REN & ASSOCIATES. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and provides access to third-party advisers and proprietary model strategies.

Robert Foltz is a financial advisor with RBC Capital Markets in Lake Forest, IL, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He serves on the board of Youthbuild Lake County, a charitable nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, alongside integrated financial planning and brokerage services.