Van Robin Jonker is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 32 years of industry experience. He has worked with Cetera since 1993 and serves as president of Capital Wealth Management Inc. Outside of advisory work, he is managing partner of Jonker & Associates, a CPA firm, and president of the Lighthouse Pointe Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Maria Abney is a financial advisor with Edward Jones in Crete, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Edward Jones since 2018 and previously worked at Farmland Fabrication Co, a small business specializing in steel welding, where she was co-owner and vice president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Mandy Ritzke is a Series 66 credentialed financial advisor with seven years of industry experience. She is affiliated with Cetera and is also a part owner of Disteldorf, Ltd, CPAs, where she has been involved in accounting and tax services since 1998. Additionally, she serves as a partner at Disteldorf Financial Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Anthony Markett is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and one year of industry experience. Before joining RBC, he worked at UBS Financial Services and has been involved with Marist High School and The University of Chicago. He is also employed with Spine Science, where he provides personal training focused on athletic and fitness goals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through a combination of in-house and third-party managers.

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Joe Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2018 and previously was with Invest Financial Corporation from 2014 to 2018. He is also associated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that supports a range of investment strategies and program structures.

Todd Gilleylen is a CFP® certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL Financial, he worked for Harris Investor Services Inc for 16 years. 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 model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Todd Fincannon is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. He is also a partner at The Hicko CPA Group, PC, where he provides tax preparation and accounting services, and operates Producers Resources Inc., a fixed life insurance sales sole proprietorship. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms, using a range of portfolio construction tools and third-party solutions.

Erica Kowalczyk is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Edward Jones for four years. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, institutional, corporate, and charitable clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supporting discretionary and non-discretionary programs across multiple custodial relationships.

Jack Duffner is a CFP® professional with five years of industry experience, currently serving at OSAIC since 2024. His prior experience 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, a separate financial services business. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Ronda Scanlon is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 1998 and has over 25 years of experience in the financial services industry. Ronda and her team work with individuals, families, and business owners to develop personalized wealth management strategies that focus on growing wealth and managing investment risks. Her client focus areas include family wealth management strategies, personal retirement planning, and portfolio management services. Ronda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Carmel High School and attended Indiana University without receiving a degree. Committed to understanding the unique priorities of her clients, she emphasizes creating flexible financial plans tailored to individual goals and aspirations. In addition to her professional work, Ronda participates in community volunteering and enjoys personal interests such as antiquing, baseball, and gardening.

Ryan Brendel is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. Prior to this, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Jacob Wichlinski is a financial professional at Cetera with Series 63 and Series 65 licenses. He began his career in 2025 and has experience offering financial products and planning services. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services with options for model portfolios, third-party managers, and custom strategies across multiple program structures.

Mark Scalzitti is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Chase Lowden is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OneAmerica Securities and American United Life prior to joining Cetera. Outside of his advisory role, he serves as vice chairman of the board of directors for the Franciscan Health Foundation and is a board member of Schererville Civic Funds, in addition to providing notary services. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Haya Deis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, and previously at Fifth Third Securities from 2015 to 2018. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Davis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also the owner and president of Robert Davis & Associates, a firm involved in the sale and service of insurance and securities products, and works as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets through more than 10,000 advisors.

Stephanie Hescher is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Oak Partners and Shear Magic. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Matthew Van Howe is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Alex M. Martino Junior High School for eleven years. Outside of advising, he has involvement with online music and game platforms, including sales and royalties activities linked to Bandcamp.com, CD Baby, and The Game Crafter, LLC. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual, institutional, and charitable clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated financial products, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Diana Subka is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered by a centralized consulting team in partnership with client advisors.