Caroline Dwyer is a financial advisor at Ameriprise with 17 years of industry experience. She has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2004. Outside of her advisory work, she has real estate ownership interests unrelated to investment activities. Ameriprise serves clients primarily through retirement-income planning, offering tailored strategies for individuals with significant investable assets, and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Chelsie Brandon is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been associated with Merrill since 2016 and Bank of America since 2017. Outside of her advisory role, she serves as a board member for Sneakers to Scrubs, an organization focused on increasing diversity among healthcare professionals through athlete engagement and educational programs. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Shane Kreifel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Joseph Purpura Jr. is a financial advisor with Primerica Advisors in Orland Park, IL, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Financial Services since 1991 and with PFS Investments Inc. since 1983. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Ryan Gibbons is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. He has worked at RBC Capital Markets since 2020 following his studies at Northern Illinois University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated financial services.

Barry Moschel is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and has been with OSAIC since 2024, following an 18-year tenure at Woodbury Financial Services. Moschel is also a licensed CPA and has authored a book. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes, serving individual investors, corporations, pension plans, and charitable organizations.

Quincy Jones is a financial advisor with Ameriprise in Downers Grove, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Brian Ullrich is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Royal Alliance since 2012. He is also the owner of Ullrich Brokerage, Ltd., serving the employee benefits marketplace and some individual insurance clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm uses various tools and platforms to construct portfolios that include a range of asset classes and supports both discretionary and non-discretionary account management.

Tyler Wardell is a Series 66-licensed financial advisor with Equitable Advisors in Oak Brook, IL. He has one year of experience in the industry, joining Equitable Advisors in 2026. Prior to his advisory role, he held positions at Crumbl, The Red Lion, and other companies across various industries. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management services. The firm utilizes a network of Investment Adviser Representatives and offers both firm-sponsored and third-party advisory programs.

Mateusz Kosiek is a financial advisor with J.P. Morgan Securities LLC who holds Series 63 and Series 65 licenses and has nine years of industry experience. His work history includes roles at Jpmorgan Chase Bank, Taylor Trust, Cetera Investment Services, and Foresters Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Pamela Hollinger is a financial advisor at Cetera with 41 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her career includes roles at Marquette Bank since 2010, Invest Financial Corp. from 2010 to 2018, and Citizens Securities, Inc. from 2006 to 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Dawson Coon is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he has worked as a server at Red Robin. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Debra Baker is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Michelle Mitchell is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Citigroup Global Markets for 13 years before joining Thrivent in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning on topics such as retirement, tax, estate, and special needs, with the option to combine planning with managed account services under a consolidated billing arrangement.

Robert Johnson III is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2004, previously affiliated with Axa Advisors, LLC. He is the owner and founder of Optimal Planning Partners, Inc., a separate business unrelated to his advisory role. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models implemented through third-party managers and focuses on matching clients to appropriate program models based on risk tolerance and personal information.

Nancy Roach Wilder is a CFP® professional with 39 years of industry experience. She is currently affiliated with LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, SPC, and Sigma Financial Corporation. In addition to her advisory work, she is involved with Prudential and Crump Fixed Life insurance activities in Downers Grove, Illinois. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning and consulting alongside brokerage and insurance products through an integrated advisory and sales platform.

Steven Knobloch is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His work history includes roles at IHI Power Services Corp, LUMINANT, Vistra Energy, American Water Illinois, PFS Investments, Inc., Midwest Generation, and Primerica Financial Services. He is also involved in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Sara Mc Grath is a financial advisor with Edward Jones in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for Valley View School District 365U for ten years. 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 broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

William Bishop is a Series 66-licensed financial advisor at Osaic Wealth, Inc. He has been with Osaic since 2026 and has held various roles prior, including positions at Purdue University and Subaru of Indiana Automotive, Inc. His professional background includes diverse industry experience spanning education, automotive, and service sectors. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers comprehensive investment advisory and brokerage services, utilizing advanced asset-allocation tools and third-party solutions to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Paul Sterk is a financial advisor with LPL Financial in Alsip, IL, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2012 and previously held roles at First Midwest Bank and Old National Bank. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support client strategies.