Barbara Watts is a Series 66-licensed financial advisor with 20 years of industry experience, currently associated with Cetera. She has worked at Cetera Financial Specialists LLC and Cetera since 2006 and has been with Cornerstone Advisers, LLC since 2012, where she serves as Director of Client Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients through a variety of portfolio management and consulting services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Charles Mowery is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior roles include positions at SAI Financial Services and RMB Capital, as well as various non-financial employment. Osaic Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Jason Dobrzynski is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance agencies, along with involvement in other business entities unrelated to investment advisory. 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 institutions, utilizing both proprietary and third-party investment strategies.

Joel Casper is a Certified Financial Planner (CFP®) with 14 years of industry experience. He currently works at Fisher Investments and has held prior roles at WisdomTree Asset Management, Foreside Fund Services, and Morningstar Investment Services. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative analysis and implements tax-aware strategies alongside defensive tactics to manage risk.

Robert Chiappetta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Malkowski is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Edward Jones since 2008 and previously worked at Wells Fargo Clearing for one year. Malkowski is based in Hinsdale, IL. 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 programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Mi Yeon Katz is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, MassMutual Investors Services, MassMutual Life Insurance Company, and New York Life. Outside of her advisory role, Katz has been involved with Prak-Sis Ltd. since 2017 and was associated with the Prak-Sis Contemporary Art Association from 2009 to 2017. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Brian Shriner is a financial advisor with J.P. Morgan Securities in Batavia, Illinois, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their approach integrates centralized due diligence with quantitative and qualitative research and includes capabilities in derivatives and commodities.

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Peter Krebs is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His background includes time at Marquette University and Menards before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and applies systematic methodologies and oversight controls in its investment approach.

Margret Birch is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2013 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Birch serves as a board member of Brightside Theatre, an arts and culture organization in Naperville, IL. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs various investment strategies and products alongside planning services.

Anna Siwula is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a large network of advisors.

John Coffey is a financial advisor at Cetera with 35 years of industry experience. He holds the PFS™ designation, as well as Series 63 and Series 65 licenses. He has worked with Cetera since 1995 and also operates Coffey & Associates PC, a public accounting and business consulting firm offering investment services and tax preparation. Additionally, he is involved in health insurance sales. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chris Ambrose is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Merrill Lynch, JP Morgan Chase, Bankers Life, Mercer Advisors, A.G. Edwards & Sons, and Waddell & Reed. Ambrose is currently based in Naperville, Illinois. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and tools, supporting a variety of specialized planning needs and optional implementation through brokerage or advisory programs.

James Bann is a financial advisor with Wells Fargo Clearing in Naperville, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Great Lakes Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets through more than 14,000 advisors and employs research-driven investment strategies that incorporate diversification and modern portfolio theory.

Brad Freitag is a CFP® professional with 17 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Edward Jones, and various insurance carriers. Outside of his advisory work, he is involved with Chicago Portable Power Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Palumbo is a Series 66-licensed financial advisor at Ameriprise with two years of industry experience. His prior work includes roles at Wintrust Financial Corporation, Glen Ellyn Bank & Trust, and Elmhurst University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on tax-aware withdrawal strategies and dependable income sources.

Christopher Gonzales is a financial advisor at OSAIC Wealth, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Brickwork Financial Planning, Ltd. and 4 Wealth Advisors, Inc., among other firms. Outside of his advisory role, Gonzales is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. OSAIC Wealth 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 emphasizes model-based asset allocation and portfolio optimization, providing various managed account options and access to alternative investments through third-party platforms.

Carlos Ortiz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank across multiple roles since 2015, with a four-year tenure at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that offers asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Violette Hawkins is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2007 with 19 years of industry experience. She is based in Lombard, IL. Outside of her advisory role, she owns a real estate partnership that holds her Edward Jones office. 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 range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.