Zachary Cashmore is a financial advisor with Edward Jones in North Barrington, IL, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at Advisor Share Wealth Management and self-employed advisory firms. Outside of financial advising, he has worked in the brewing industry with Revolution Brewing. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with a broad range of advisory programs and affiliated investment options.

James Walker is a CFP® professional with 33 years of experience in the financial industry. He has been with LPL Financial since 2009. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

James Gregga is a CFP® professional with 18 years of industry experience, currently advising clients at Morgan Stanley in Barrington, Illinois. He previously worked at J.P. Morgan Securities from 2012 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses but generally acts in an advisory capacity without providing individual security recommendations in its standalone planning services.

Brian Tait is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has been affiliated with J.P. Morgan Securities since 2012 and Kress & Mackay LLC since 2013. Outside of advisory work, he is involved as an owner and partner in Liberty Lake LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Nicholas Demarco is a financial advisor with OSAIC in Chicago, IL. He holds a Series 66 designation and has recently entered the industry, beginning his advisory career in 2024 following a period in full-time education. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party model and managed-account solutions.

Patricia O’Connor is a financial advisor at OSAIC with 22 years of industry experience. She holds the ChFC® and Series 63 credentials. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, MetLife Securities Inc., New England Securities, and Nelico/Rabjohns Financial Group. In addition to advisory work, she is an independent insurance agent specializing in dental and group disability income, fixed annuities, life and health products, and Medicare-related products. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various tools and platforms to construct portfolios with a wide range of investment options and provides access to third-party money managers and managed-account solutions.

Jeremy Eaton is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Fidelity in 2024, Eaton worked at Calton & Associates, Inc. for four years and has held positions at several other financial firms since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

William Feeney is a financial advisor at UBS Financial Services in Northbrook, IL, with 43 years of industry experience. He has been with UBS since 1989 and previously worked at Drexel Burnham Lambert. Feeney 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 and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

John Koklys is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with J.P. Morgan Securities since 2016 and JPMorgan Chase since 2015. Outside of finance, Koklys has been active as a musician and sound engineer with John Arthur Music since 2002, performing and mixing live sound at various venues. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Nicholas Hamilton is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2012 and previously at Alliant Credit Union from 2011 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Michael Tursi is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with Wells Fargo Advisors in Arlington Heights, IL. His prior roles include positions at PNC Investments and Charles Schwab. Outside of his advisory work, he owns J.M. Equity Advisors LLC and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers specialized planning services and integrates advisory offerings with other financial products and referral channels.

Jeffrey Garbaciak is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at New York Life Insurance, Valic Financial Advisors, and as an independent consultant. His background also includes work outside finance, such as positions at Home Depot and Cafe Lucci. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides various investment implementation options, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 23 years. Outside of his advisory role, he serves as president of Rising Stock, Inc., a leadership and coaching company, and holds board positions at Beth Emet Synagogue and Chiaravalle Montessori School. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services supported by various investment platforms and tools. The firm employs asset-allocation strategies and risk management methods to construct portfolios across multiple asset classes.

Jared Korn is a Financial Advisor at Merrill Lynch Wealth Management specializing in comprehensive wealth management for small business owners, corporate executives, and high-net-worth families. He has over six years of experience in the financial services industry, focusing on personalized financial strategies that encompass retirement planning, tax-efficient wealth preservation, risk management, estate planning, and executive compensation optimization. Jared holds a Bachelor's Degree from the University of Illinois Urbana-Champaign and holds the Personal Investment Advisor (PIA) designation. He is involved with professional organizations including the Merrill Lynch Bank of America Disability Action Network and the Inter-Generational Employee Network. Jared emphasizes a client-centric approach, building long-lasting relationships based on trust and understanding each client's unique financial goals. Outside of his professional work, Jared's personal interests include adventure sports, boating, football, golfing, music, rock climbing, skiing, spending time with his family, and surfing.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. Prior to joining Cambridge in 2021, Ren worked at LPL Financial for 10 years. Outside of advisory work, Ren is an IRS Enrolled Agent and operates a tax services firm, REN & Associates Tax Services Inc. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment implementation options across multiple platforms, including proprietary models and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Jon Meek is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, he is involved with the Center for Enriched Living, a recreation-focused organization in Riverwoods, Illinois. Morgan Stanley Wealth Management offers a wide range of advisory programs serving both individual and institutional clients, with a focus on tailored financial planning and a structured discovery process using firm-approved tools.

Derek Bergquist is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work includes roles at BSI Group and Sterling Engineering. In addition to his advisory work, he is involved in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry partners.

Nathan Levin is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Ameriprise Financial Services and Edward Jones. He serves as treasurer on the Manors of Highland Park Condo Association Board. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individual clients, retirement plans, corporate, charitable, and institutional accounts through diversified portfolio management and financial planning services. The firm operates a multi-manager platform offering a variety of program structures with over $256 billion in assets under management.

Christina De Giuseppe is a CFA® charterholder and holds a Series 63 license, with nine years of experience in the financial services industry. She has worked at UBS Asset Management for six years before joining UBS Financial Services in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to customize plans based on client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.