Eric Kitchell is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked within various Morgan Stanley entities since 2010, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning tools and investment models.

Jason Yang is a financial advisor with LPL Enterprise in Downers Grove, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities LLC, New York Life Insurance Co, MetLife Securities Inc, and BMO Harris. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Jeffrey Todd is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial, Inc. and Todd & Associates, Inc. He is also involved in insurance sales as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple managed account platforms, utilizing various tools and third-party solutions to manage a wide range of investment portfolios.

Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Brian Hughes is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated, Cetera Wealth Services, LLC, and TalentLink Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Anthony Petro is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over three decades of experience to his role. He joined Merrill in 1988 after earning a Bachelor of Science in Management from Ball State University. Anthony holds several industry licenses, including the Series 7, Series 63, and Series 65, and is recognized as a Personal Investment Advisor (PIA). Throughout his career, Anthony has focused on providing clients with tailored financial strategies that address a range of life priorities such as family, philanthropy, finance, home, health, and work. His expertise encompasses college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible investing, tax minimization, and retirement income. As a Senior Portfolio Advisor, he manages custom investment strategies and has discretionary authority in the firm’s Investment Advisory Program. Anthony was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as part of the Dismore Petro Conner Wealth Management Group. He resides in Northwest Indiana with his wife, Lisa, and their two daughters. Outside of work, Anthony enjoys golfing, reading, running, skiing, swimming, and spending time with his family.

Dray Henderson is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2002 to 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Marilyn Seagraves is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include founding Seagraves Financial Group, LLC, and extensive experience with Waddell & Reed, Inc. She also managed a farming business for over two decades and briefly served with the Helen Plum Library Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Kathrine Wunderli Bastian is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity in various capacities from 2007 to 2024. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Benning is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following a 12-year tenure at Fifth Third Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and modeling techniques to support the planning process.

Michael Sharples is a CFP®-certified financial advisor with 33 years of industry experience. He has been with LPL Financial since 2010, operating primarily out of Hinsdale, IL. He also manages a business entity, MKS Wealth Management, through a holding company structure. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Arthur Remiasz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at JPMorgan Chase Bank, N.A. from 2012 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.

Louis Pinto is a financial advisor with Edward Jones in Orland Park, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Robert Burns is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Fatigati is a financial advisor with LPL Financial in Oak Brook, IL, holding Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, she has held roles related to animal care and pet services. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Scott Selfa is a financial advisor with Ameriprise based in Chicago, IL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Influential, as well as time spent at the University of Oregon. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce personalized recommendation reports through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Caden Blazing is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. Prior to joining Thrivent, he worked in education and healthcare, including roles at Chungdahm Academy and Mayo Clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines goal-based analyses and planning with managed-account options under a consolidated billing system, while maintaining separate planning and investment services.

David Koldras is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his deceased mother’s trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Michel is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his parents. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.