Matthew Strutzel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James & Associates for 14 years. Outside of his advisory work, he serves as an elder at St. John Lutheran Church in Wheaton, IL. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary options.

Thomas Noto Jr. is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as an ice hockey official for USA Hockey, the governing body for amateur ice hockey players, coaches, and officials. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a network of Investment Adviser Representatives and offers a variety of advisory programs, including third-party asset management and fiduciary services for qualified plans.

Eleni Ftikas is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and Planning Dynamics, Inc. before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Walker is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to joining LPL Financial, he worked at Waterstone Financial Group, Inc. for seven years. He holds Series 63 and Series 65 licenses and is based in Elmhurst, IL. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supporting advisors with research tools while overseeing over $819 billion in discretionary assets.

Brian Tait is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner in Liberty Lake LLC, a non-investment related business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a range of eligible investment strategies.

Nicholas Demarco is a financial advisor at OSAIC in Chicago, IL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Strategic Private Advisory Group and Kem Krest, as well as four years dedicated to full-time education. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including discretionary Unified Managed Accounts and third-party manager selection.

Patricia O'connor is a financial advisor at OSAIC with 22 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior roles include positions at Lincoln Financial Advisors Corporation, Mass Mutual Investors Services, MetLife Securities Inc., New England Securities, and Nelico/Rabjohns Financial Group. She also operates as an independent insurance agent specializing in dental and group disability income, life and health insurance, and Medicare-related products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools, supporting discretionary strategies, third-party managers, and proprietary models.

Jeremy Eaton is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Calton & Associates, JD Mellberg, Fortune Financial Services, and Merrill, among others. Fidelity’s Strategic Advisers LLC 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, leveraging systematic methodologies and long-term asset allocation benchmarks.

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.

Steve Melvage is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he performs as a freelance DJ at clubs and events in Chicago. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

John Koklys is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Securities since 2016 and JPMorgan Chase Bank, N.A. since 2015. Outside of finance, Koklys has a long-standing involvement in music as a musician and sound engineer with John Arthur Music since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice and investment manager research supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Nicholas Hamilton is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Old National Bank, Alliant Credit Union, Raymond James Financial, and U.S. Bancorp Investments, Inc. He is also associated with Alliant Retirement and Investment Services as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

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, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at New York Life Insurance Co. and NYLIFE Securities LLC, as well as founding his own consulting business. He also has experience working outside the financial industry, including roles at Home Depot and in healthcare settings. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Adam Stock is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Merrill. Outside of his advisory role, he serves as president of Rising Stock, Inc., a consulting and training company, and holds board positions with a religious organization and a private school. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various financial programs. The firm's investment approach focuses on model-based asset allocation and portfolio optimization, with access to discretionary and third-party managed strategies.

Jared Korn is a Financial Advisor specializing in comprehensive wealth management for small business owners, corporate executives, and high-net-worth families. He is associated with Merrill Lynch Wealth Management and has over eight years of experience in the financial services industry. Jared focuses on developing personalized strategies that encompass a holistic view of clients' financial landscapes, aligning with their objectives, risk tolerance, and time horizons. His expertise includes portfolio management, tax planning, estate planning, retirement solutions, executive compensation optimization, and small business retirement plans. Jared is committed to building long-term relationships grounded in trust and a deep understanding of his clients' financial goals. He actively stays informed of market trends and regulatory changes to provide relevant advice. Jared holds a Bachelor's degree from the University of Illinois Urbana-Champaign and is a Personal Investment Advisor (PIA). He participates in professional organizations such as the Merrill Lynch Bank of America Disability Action Network and the Inter-Generational Employee Network. Outside of his professional role, Jared enjoys adventure sports, boating, football, golfing, music, rock climbing, skiing, surfing, and spending time with his family.

Shawn Marks is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently employed at JPMorgan Chase Bank, N.A. since 2003. Prior to that, he worked at Morgan Stanley DW Inc. for one year. Shawn holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Yonglin Ren is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at LPL Financial and Edward Jones. Ren also operates a tax services firm as an IRS Enrolled Agent and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and features proprietary model strategies under the Founders Gate Capital brand.

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.