Evaughn Branham Ferrero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Wayne Hummer Investments LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

James Cook is a CFP® professional with 15 years of experience, currently affiliated with Cambridge Investment Research Advisors since 2014. His work history includes roles at Cambridge Investment Research, Inc., and he is also the owner and president of Jim Cook Consulting Inc. Outside of his advisory role, Cook serves as secretary of the Winchester Estates Homeowner Association and is involved in video game development as a game director. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies across multiple platforms.

Hunter Sperling is a financial advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Milestone Wealth Design, Raymond James Financial, and Strive Asset Management. He also has a background that includes working in educational and truck transportation sectors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Joseph Pedrigi is a financial advisor with LPL Financial based in Roselle, IL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at Scottrade from 2004 to 2021 and TD Ameritrade from 2018 to 2021. He is also employed by Itasca Bank & Trust Co. as a licensed branch employee involved in investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

W. Merkler is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. He holds Series 63 and Series 66 credentials. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Adnan Junaidi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial guidance specializing in mission-based asset allocation strategies, particularly for institutions such as nonprofits and tribal nations. Adnan focuses on aligning investment policies with purpose-driven outcomes, balancing risk with measurable goals to support clients' long-term missions. He holds a Bachelor's Degree from Oxford Brookes University and has earned several professional designations, including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Merrill Institutional Consultant (MIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his expertise in developing strategic investment approaches for institutional clients. Adnan approaches his work with a foundational philosophy that effective risk management is key to compounding capital over time. He maintains current knowledge of market trends and regulatory changes through continuous reading and research to provide informed advice. Outside of his professional career, Adnan enjoys chess, cricket, poetry, and relaxing with a well-earned beverage.

Gregory Corey is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to his current role, he spent 13 years at Medline Industries, Inc. He serves on the boards of Next Gen and the Loyola Academy Business Network. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver data-driven, non-discretionary retirement income recommendations.

Victor Karas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Avantax Advisory Services and US Financial Services Limited. Outside of his advisory role, he serves on the board of directors for the Altgeld Commons Lofts Condominium Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Kevin Stevens is a financial advisor with Ameriprise in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a consulting business ownership with PMM Partners, Inc. Ameriprise offers specialized retirement-income planning services tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Robert Amos is a financial advisor at LPL Enterprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Pruco Securities LLC and Efinancial. Outside of his advisory work, he is also an author and publisher in the arts and entertainment field. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and corporations. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that includes brokerage and insurance products.

Gladys Lomeli is a financial advisor with Primerica Advisors in Cicero, IL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with Primerica Advisors since 2005 and was previously involved with the Stars Project Engineering Academy from 2013 to 2019. In addition to her advisory role, she participates in the sale of home security and automation products through an affiliate of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Chad Agnew is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 25 years of industry experience. His prior work includes positions at TD Ameritrade, Scottrade, and DWS Investment Management Americas. Outside of his advisory career, he is licensed to umpire youth and high school baseball games. 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 provides a combination of non-discretionary and discretionary investment guidance with integrated brokerage, custody, and advisory services.

Edgar Perez is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at HomeSafe, Thrivent Financial for Lutherans, Insight Enterprises, and the University of Arizona. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Paul Peterson is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity and its affiliates since 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and offers management through affiliated or unaffiliated sub-advisers.

Thomas Kret is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services.

Michael Marino is a financial advisor with Primerica Advisors in St. Charles, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Bohannon Financial since 2020 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory roles, Marino is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited number of separately managed accounts. The firm emphasizes a tiered wrap-fee structure and employs third-party asset managers overseen by its internal due diligence process.

Nicholas Adducci is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner and guitar player in an entertainment business called 2 Minute Life. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Haidi Zimmermann is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her work history includes roles at KFORCE, Search Pros Staffing, Experis (JPMorgan Chase), Robert Half Financial Services (The PrivateBank), and Pfs Investments Inc. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Joseph Lisanti is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Light the Lamp Wealth Management LLC and several insurance carriers, as well as Waddell & Reed Inc. Outside of his advisory role, Lisanti is involved with Modern Life, dedicating significant time to non-variable insurance business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Michael Blomstrand is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife and its affiliates from 1993 to 2017. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved analytical tools and offers diverse programs including estate settlement and employer-sponsored planning.