Robert Tardio is a financial advisor with OSAIC and holds the Series 66 designation. He has 15 years of industry experience, including roles at SagePoint Financial and OSAIC. In addition to advising, he is also licensed as an insurance agent, providing life, accident, health, property, and casualty insurance. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services alongside multiple advisory platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include a broad array of investment products.

Bryna Kanarek is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. She has 46 years of industry experience, including prior work at MetLife Securities Inc. Kanarek serves as treasurer of a local condo association and operates as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a variety of portfolio management options and proprietary as well as third-party model strategies.

Richard Wulforst is currently serving as Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients to understand their individual financial situations and goals, leveraging over 30 years of experience in financial services to develop personalized plans. His professional background includes leadership and consulting roles at Fidelity Investments since 2019, as well as executive positions at Charles Schwab Inc from 2003 to 2019. Prior to that, he held financial consultant roles at Lifetime Wealth Principles and Prudential Securities, starting his career in 1994. Outside of his professional work, Richard engages in activities such as golf, hiking, music, outdoor adventures, social events with friends, and volunteering.

Michelle Starkey is a Planning Consultant at Fidelity Investments, where she collaborates with clients and Fidelity's Financial Consultants to develop customized financial plans aimed at helping clients achieve their financial goals and dreams. She has held various roles at Fidelity Investments since 2019, progressing from Financial Representative to Relationship Manager before assuming her current position in 2022. Her professional experience spans several years within Fidelity Investments, where she has gained expertise in financial planning and client relationship management. Michelle's approach focuses on partnership and tailored strategies to meet individual client needs. Outside of her professional work, Michelle enjoys cooking and baking, participating in family activities, and values parenthood. She also has interests in caring for pets, practicing Pilates, and traveling.

Hunter Hamilton is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of his advisory role, he is a partner in High Caliber Capital, an LLC based in Lake Barrington, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Westley Iller is a financial advisor with LPL Financial in Itasca, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior firms include Wayne Hummer Investments LLC and J.P. Morgan Securities. He volunteers with the Chicago Area Runners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services through its national network of investment adviser representatives.

Jeffery Decant is a financial advisor with LPL Financial in Arlington Heights, IL, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. His career includes prior roles at Thrivent Financial for Lutherans and its affiliated entities, as well as Purshe Kaplan Sterling Investments. He is involved with North Arlington Financial Solutions, a business related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management approaches supported by research and technology-driven strategies.

Lawrence Tantilla is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Princor Financial Services Corporation, and Principal Life Insurance Company. He is also a board member and volunteer for the nonprofit Clean Up - Give Back.org. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across various platform arrangements, combining proprietary and third-party strategies while incorporating institutional features such as advisor transition support and equity participation programs.

Brandon Burriss is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Eun Shim is a financial advisor with Ameriprise in Schaumburg, IL, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliates since 1994. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing tax-aware retirement planning and income strategies.

Robert Daniels is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Syverson Strege & Company, Edward Jones, Sammons Retirement Solutions, and Compass Financial Services. He is a board member of the 10-42 Project, a healthcare organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using a range of proprietary and third-party investment strategies.

Thomas Josten is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He has been associated with Cetera and its related entities since 2023 and operates his own securities-related business, Josten Financial. Additionally, he is involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

Mark Yeary is a Series 66-credentialed financial advisor with one year of industry experience, currently with LPL Enterprise. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. He serves as a board member for the Towne Place Condominium Association, a nonprofit organization. LPL Enterprise, LLC provides services to individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Pete Colon is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Paylocity and NCSA – Next College Student Athlete. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its involvement in commodity pool operations, fund advisory, and the use of AI and algorithmic methods in portfolio management.

Joshua Beard is a financial advisor with Edward Jones in Geneva, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at American Bank & Trust for six years and had a role at Wash Depot Holdings - Simonize Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michelle Hernandez is a financial advisor with Primerica Advisors based in Elgin, IL. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies through a large network of advisors and offers a range of investment models including strategic, tactical, and tax-managed approaches.

Perry Crawford IV is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has experience as an independent S&P futures trader and worked at Prairie State Gaming and DefendEdge before joining LPL Enterprise. Outside of financial advising, he has been involved with Uber Technologies in a rideshare capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated platform.

Matthew Antos is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab and Otto Engineering. Antos is also involved in tax and accounting services through Antos Advisors, Ltd. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Marybeth Moran is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and with 30 years of industry experience. She has been with LPL Financial since 1999. In addition to her advisory role, she serves as a for-profit board member of McHenry Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Sheila Odlaug is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. She worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Outside of her advisory role, she serves as a volleyball referee for grade schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.