Colin Vorreyer is a financial advisor with OSAIC who holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northpoint Financial Group and several years at the University of Wisconsin - Whitewater and Downers Grove South. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Malini Murali is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, previously employed by Oxford Bank and Trust and Naperville School District 203. 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 and investment management capabilities.

John Pethokoukis is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Morgan Stanley Private Bank, National Association from 2015 to 2019. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation, supporting client decisions with forward-looking capital market assumptions and probabilistic modeling.

Eric Crane is a CFP® and Series 66-registered advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Thermo Fisher Scientific, ECC Insurance Brokers, and Brown & Brown Insurance. Outside of his advisory work, he is a member of Lighthouse Investments, LLC, a real estate business based in Savannah, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bryan Schneider is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Eric Milano is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, JPMorgan Securities, and Northern Trust. Outside of his financial career, he was involved with Armands Pizza and Pasta for over a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Clarence Welton is a Financial Consultant currently serving at Fidelity since 2020. He has a background in financial services and management, having previously worked as Managing Partner at INOJ Strategic Acquisitions LLC from 2014 to 2020, and as Financial Center Manager and Assistant Vice President at Fifth Third Bank from 2009 to 2014. His professional focus includes helping clients achieve peace of mind, family security, and comprehensive financial planning to support retirement goals. Drawing from his experience as a family man and veteran, Clarence emphasizes building strong relationships to create financial plans that address current needs and future generational goals. Outside of his professional role, Clarence has interests in family activities, gardening, military service, music, parenthood, and reading.

Jason Hall is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Life Time Fitness for 14 years. He serves as Secretary on the board of the Mental Health Matters Fund. 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 network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Cotter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His background includes roles at Woodbury Financial Services, Farmers Financial Solutions, and Farmers, alongside a long-standing service as a fire engineer and emergency medical technician with the Chicago Fire Department. He also operates a financial services business under the name Megent Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies, supporting a mix of discretionary and non-discretionary account management.

Brett Spears is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include work with Heels4Life NIL Collective and UNC Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm oversees model portfolios and serves in advisory roles for multiple registered investment companies.

Justin Broderick is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones, where he has worked since 2026. His prior experience includes roles at JPMorgan Chase Bank, Ameriprise/Eric M Larson & Associates, Fisher Investments, William Blair, and Amazon. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Francis Guillen Diaz is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this position, he worked at Fidelity Investments as a Relationship Manager from 2024 to 2026 and as a Client Relationship Advocate from 2022 to 2024. His earlier experience includes roles as a Retirement Planning Associate at Zenith Retirement Planning and as a Retirement Planning Intern at Oxley Capital Management, both in 2021. Francis focuses on partnering with clients to understand their goals and develop financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, aiming to maintain a deep level of trust. Outside of his professional work, Francis has interests in gardening, reading, running, sailing, singing, and traveling.

Jonathan Licea is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Fifth Third Bank and several educational institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Ronald Lambert is a financial advisor at Equitable Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Stifel Independent Advisors, LPL Financial, and Wayne Hummer Investments. Outside of his advisory role, he serves on the Lemont Fire Department Pension Board and acts as treasurer for the Lemont Firemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, with access to a broad range of investment products and fiduciary services.

Ryan Breytspraak is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked with TruStage, Gerald Ford, and College Fresh. 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.

Andrew Perry is a Financial Consultant currently working with Fidelity Investments since 2024. He has a background in providing financial planning, coaching, and education to help clients achieve their financial goals. His experience includes roles at Fidelity Investments as a Planning Consultant from 2022 to 2024 and a Client Management Representative from 2021 to 2022. Prior to that, he worked at Bank of America Merrill as a Financial Solutions Advisor from 2019 to 2021 and as a Life Services Relationship Consultant from 2017 to 2019. Outside of his professional career, Andrew has interests in board games, comedy, cooking and baking, fitness, and hiking.

Thomas Rehagen is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to his current role. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Brown is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial objectives and develop strategies to pursue their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and emergency savings. Additionally, he offers clients access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Matthew holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Roanoke College. His approach centers on helping clients identify what matters most to them and their families in order to tailor financial strategies that align with their priorities.

Elvia Delgadillo is a financial advisor at UBS Financial Services with 18 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 2014, with a brief tenure at FTX US in 2021 and a two-year period of unemployment. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.