Sanjay Wagle is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2010. Outside of his advisory role, he operates a separate business called Strategic Wealth Group. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sheila Edelstein is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera since 2025. She previously spent over three decades with Avantax Advisory Services and related entities. Edelstein also owns and operates an accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services with access to affiliated and third-party managers, managing over $256 billion in assets across multiple program structures.

Bryan Zic is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of advising, he is involved in web design and engages in real estate wholesaling. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships.

Mohammed Esmail is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Osaic. He previously worked for Woodbury Financial Services for 19 years. Outside of his advisory role, Esmail is involved in community activities including serving as president of the District 44 Foundation, a nonprofit supporting local schools, and holds board positions with his condominium association and local homeowners association. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and offers portfolios with various investments, managed on discretionary or non-discretionary bases, and supports multiple third-party solutions and legacy platform transitions.

Julie Crotty is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. She previously worked at Ameriprise for ten years before joining LPL Financial in 2026. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Robert Robertson III is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2024, he worked at Equitable Advisors LLC and has a diverse background including roles outside finance such as at Elmhurst Brewing Company and Docs Victory Pub. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Thomas Northey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Before joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services for a decade. Outside of financial advising, he is an account manager at Crown Lift Trucks, a forklift sales and service company, and is the owner of TMNA Wilwin Corp, which operates as an insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with a focus on both discretionary and non-discretionary investment solutions.

Shavonne Worthy currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she focuses on cultivating long-lasting connections with team members to ensure they provide effective guidance to clients, emphasizing trust as the foundation of a strong team and placing the client at the center of all activities. Her professional experience includes roles as Client Relationship Manager at Charles Schwab, Planning Consultant and Relationship Manager at Fidelity Investments, Financial Representative at Fidelity Investments, and Financial Relationship Advisor at Wells Fargo Advisors. These positions have contributed to her expertise in client relationship management and financial planning. Outside of her professional career, Shavonne enjoys activities such as attending concerts, spending time with family, fitness, social events with friends, music, and photography.

Jay Ferguson is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. He previously worked at Raymond James Financial Services Advisors Inc. and held a nine-year role as a Non-Variable Insurance Agent. Ferguson is also involved with FHFP, LLC dba Ferguson Hill Wealth Management, which he has operated since 2015. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Cynthia Hermosillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley for seven years before joining Raymond James in 2018. Outside of her advisory role, she serves as Vice President at Loftus Group Wealth Partners, where she manages administrative and client support functions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling and supports its recommendations through various advisory programs and partnerships, including municipal and public finance services.

Jason Rotter is a financial advisor with Edward Jones in Glen Ellyn, IL, holding Series 65 and Series 66 licenses and having 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at HomeMaker and ULU Capital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

Janice Brack is a financial advisor with Ameriprise in Palos Heights, IL, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

George Wolf is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Long is Vice President and Private Wealth Management Advisor at Fidelity Investments. He is focused on providing a comprehensive approach to wealth planning that helps clients build, preserve, and transfer wealth across generations. He and his team use a systematic approach to defining client goals, developing strategies to achieve them, assisting with implementation, and managing change as objectives evolve. Mr. Long has over three decades of experience in wealth management and financial services. Prior to his current role at Fidelity Investments since 2012, he held positions including Vice President at J.P. Morgan Private Bank from 2011 to 2012, Senior Vice President of Strategy & Business Development at Calamos Investments from 2005 to 2011, Vice President roles at CIBC Private Wealth Management from 2000 to 2005, William Blair & Company from 1995 to 1998, and Prudential Asset Management Company from 1987 to 1995.

Robert Rutkowski is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. He is also a registered advisor with The Lineage Group, operating a DBA investment-related business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms and employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a range of asset classes.

Patrick Cisko is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has previously worked at TD Ameritrade and TCF Bank and serves as a firefighter for the City of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

James Defano is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 licenses and ten years of industry experience. His prior roles include positions at Pruco Securities, First Federal Bank, State Farm, and BMO Harris Bank, as well as nearly a decade running Defano Physical Therapy. Outside of his advisory work, he serves as a Medicare sales broker and is involved in youth sports as an umpire and referee for baseball, softball, and basketball games. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities along with insurance products.

Geoffrey Peterson is a financial advisor with LPL Financial in Mokena, Illinois, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Rincker Investments LLC and Waddell & Reed, Inc., as well as operating as a Notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios from multiple sources to support diversified investment strategies.

Cory Bannester is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. for five years and has experience in the architectural sector with Architectural Artifacts, Inc. from 2015 to 2018. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Joshua Schachner is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 15 years of industry experience, including 15 years at Edward Jones before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and operates a broad advisor network with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.