Charles Mowery is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior roles include positions at SAI Financial Services and RMB Capital, as well as various non-financial employment. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Jason Dobrzynski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance agencies, along with involvement in other business entities unrelated to investment advisory. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing both proprietary and third-party investment strategies.

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.

Alexander Rodriguez is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. Rodriguez has ownership experience in a private real estate management business focused on property acquisition, renovation, and rental. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing customized asset allocation advice and investment manager research supported by centralized due diligence and both quantitative and qualitative analysis.

Ryan Malkowski is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Edward Jones since 2008 and previously worked at Wells Fargo Clearing for one year. Malkowski is based in Hinsdale, IL. 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 programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Mi Yeon Katz is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and New York Life. Outside of her advisory role, Katz has been involved with Prak-Sis Ltd. since 2017 and was associated with the Prak-Sis Contemporary Art Association from 2009 to 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Bradley Grcevic is a CFP® professional with 30 years of experience at Edward Jones, where he has worked since 1995. He serves as a board member of the Lemont Police Pension Board, overseeing pension activities and monitoring its investment accounts. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erica Kowalczyk is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edward Jones for four years. Her background also includes roles outside finance, such as positions in hospitality. 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 range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Peter Krebs is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His background includes time at Marquette University and Menards before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and applies systematic methodologies and oversight controls in its investment approach.

James Daniels is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Michael Ruggiero is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he is an adjunct professor at Purdue University and owns a consulting business, AMD&C, LLC. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with personalized recommendation reports delivered by a centralized consulting team.

Margret Birch is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Birch serves as a board member of Brightside Theatre, an arts and culture organization in Naperville, IL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs various investment strategies and products alongside planning services.

Anna Siwula is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a large network of advisors.

Gerald Semko Jr. is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, LPL Financial, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Jack Duffner is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His work history includes roles at Woodbury Financial Services, Guggenheim Partners Investment Management, and the Federal Reserve Bank of Chicago. He is also involved with Duffner Financial Group, which operates as a separate business entity. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and a variety of managed account strategies.

Andrew Koleno is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years and Chase Investment Services Corp. for one year. 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.

Chris Ambrose is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Merrill Lynch, JP Morgan Chase, Bankers Life, Mercer Advisors, A.G. Edwards & Sons, and Waddell & Reed. Ambrose is currently based in Naperville, Illinois. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and tools, supporting a variety of specialized planning needs and optional implementation through brokerage or advisory programs.

James Bann is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Great Lakes Advisors, LLC. 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 roughly $671 billion in assets through more than 14,000 advisors and employs research-driven investment strategies that incorporate diversification and modern portfolio theory.

Brad Freitag is a CFP® professional with 17 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Edward Jones, and various insurance carriers. Outside of his advisory work, he is involved with Chicago Portable Power Co. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.