Fernando Rufino is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Fidelity, he worked in various roles including at Walgreen Health Solutions and Princess House Inc. Outside of finance, he assists with administrative duties for his father's home remodeling business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios across multiple asset classes.

Robert Tardio is a financial advisor at OSAIC with 16 years of industry experience and holds a Series 66 designation. He previously worked at SagePoint Financial and New England Securities before joining OSAIC. In addition to advisory work, he is licensed as an insurance agent and sells life, accident, health, property, and casualty insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various investment strategies and third-party platforms to manage portfolios across multiple asset classes.

Bryna Kanarek is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior experience includes roles at New England Securities and MSI Financial Services. Outside of advising, she serves as treasurer for the Big Oak Townhome Condo Association and is an independent insurance agent. 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, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

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 bringing 24 years of industry experience. His prior roles include positions at Wayne Hummer Investments LLC, J.P. Morgan Securities, and Chase Investment Services Corp. He volunteers with the Chicago Area Runners Association. 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 a range of advisory and brokerage services supported by a network of investment adviser representatives utilizing model portfolios, third-party subadvisors, and customizable investment strategies.

Jeffery Decant is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 37 years of industry experience. His career includes long tenures at Thrivent Investment Management and Thrivent Financial for Lutherans, as well as roles at Purshe Kaplan Sterling Investments and the Thrivent Advisor Network. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad range of non-advisory financial activities.

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 with Morgan Stanley in Geneva, Illinois, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs focused on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader retail and institutional investment offerings.

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-licensed financial advisor with LPL Enterprise, LLC and has two years of industry experience. Prior to joining LPL Enterprise, he worked 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 provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach primarily using portfolios developed by LPL’s Research Department and third-party strategists, and offers services including financial planning, access to third-party asset managers, and participation in wrap programs.

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 in Elgin, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes roles at PFS Investments Inc. and Cooper's Hawk, along with several positions in education. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.

Perry Crawford IV is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has one year of industry experience, previously working with DefendEdge and Prairie State Gaming, and spent nineteen years as an independent S&P futures trader. Outside of advisory services, he has been involved with Uber Technologies in a rideshare capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional entities, using model-driven investment strategies developed by internal research and third-party portfolio strategists. The firm offers financial planning, access to third-party asset managers, and operates affiliated insurance and trust services.

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 at LPL Financial with 30 years of industry experience. She has been with LPL Financial since 1999 and holds the Series 63 and Series 65 licenses. Outside of her advisory role, Moran serves as a for-profit board member of McHenry Community Bank and is involved in a CPA firm, Kirkby, Phelan & Associates CPA, LLC. 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 financial planning and investment management services through a large network of advisors utilizing a variety of strategies and technology tools.