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.

Marion Smith is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2025, Smith worked at Citigroup Global Markets for 16 years, followed by roles at Merrill Lynch and Bank of America NA. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors.

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.

Rino Mancini is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Mancini is also a part owner of several investment-related entities, including Innovative Retirement Associates LLC and The IRA Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds.

Kyle Ruggio is a financial advisor with LPL Financial in Homer Glen, IL, holding a Series 66 designation and having five years of industry experience. Prior to joining LPL Financial, he worked at RSM US LLP for two years. He is also involved with Kusay Tax Services, Inc., an investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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.

Christopher Ray is a financial advisor at Edward Jones with 15 years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at JPMorgan Securities LLC and Dick's Restaurant & Lounge. He holds the Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Budzinski is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 40 years at Xerox Corporation. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kyle Tripi is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related entities since 2021 and also engages in selling life and fixed annuities as an insurance agent. Currently, he operates under Nestlehut Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various third-party money managers and program structures.

Joseph Spataro is a financial advisor with LPL Financial in Mokena, IL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers associated with W & R Insurance Agencies. Outside of his advisory work, he is involved with Rincker Investments, LLC, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and various technology-driven investment solutions.

Kevin Raftery is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at LPL Financial since 2010 and concurrently holds a role at Old National Bank since 2022. 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 advisory programs and financial planning services supported by research and model portfolios.

Jeffrey Otway is a CFP® with 13 years of experience in the financial services industry. He is currently an advisor with LPL Financial and previously worked at Edward Jones, TD Ameritrade, and EF Legacy Securities. Outside of his advisory work, he is a musician and performs as the lead guitarist in a live cover band called Cellar Door. 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 provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management alongside research from both internal and third-party sources.

Nicholas Garvey is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked for Mercedes Benz of Orland Park for ten years. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Thomas Dinges is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of his advisory role, he has interests in oil royalties through involvement with Central Crude Corporation and CHS McPherson Refinery, Inc. 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 with a large nationwide advisor and branch network, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Vera is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Joseph Wojcik is a financial advisor with Ameriprise in New Lenox, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is involved in a real estate business that manages office rentals. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Tyrone Wheeler Sr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Merrill since 1982. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and charitable organizations.

David Gustafson is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining LPL Financial, he worked at J & J Ventures Inc, PNC Bank, and Chase Bank NA. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various technologies.

Patrick Hayes Sr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Based in Orland Park, IL, he provides advisory services through the firm’s established platform. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Sean Claiborne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2025 and has been self-employed with Vexint Co. since 1997. Outside of his advisory role, he engages in rideshare driving on a part-time basis. 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 in-house and third-party research and technology.

William Bloom III is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for ten years before joining OSAIC in 2024. Outside of advising, Bloom serves on the board of the Chicago Yacht Club and is engaged in various entrepreneurial ventures, including authoring a book on retirement for boaters and developing a financial planning algorithm and related consulting services. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. Its platform combines firm-provided portfolio construction tools with access to third-party managers, supporting both discretionary and non-discretionary account management.