Richard Petras is a financial advisor with Wells Fargo Clearing in Barrington, IL, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at RBC Capital Markets from 2001 to 2007. He serves as a trustee for family-related trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and uses research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Marcus Jean Simon is a financial advisor with Merrill who holds Series 66 and Series 65 designations and has 21 years of industry experience. He has been with Merrill since 2012 and has previous experience with Bank of America, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Outside of his advisory role, he is involved with an outside business organization based in Shorewood, Illinois. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wayne Pover is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2018. He has previously worked at Cetera Advisor Networks, Total Clarity Wealth Management, Criterion Wealth Advisors, and Cetera Wealth Services. Pover is a founding board member of the Heart and Soul Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Poduch is a CFP® with 25 years of industry experience and has been with Edward Jones since 2010. She holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Nicole Hutcheson is a financial advisor with J.P. Morgan Securities in Elgin, IL, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her prior roles include positions at Ausdal Financial Partners, Inc., HD Vest Investment Services, and Tardella & Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative and qualitative research supported by centralized due diligence and incorporates a range of eligible strategies, including an ESG framework.

Michael Foley is a financial advisor with LPL Enterprise LLC in Rosemont, IL, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Northwestern Mutual and Tablecraft Products Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities, with a model-driven approach that incorporates third-party managers and discretionary portfolios.

Paul Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Cetera and its affiliates since 2018 and also owns Smith & Associates Inc Insurance Services, where he sells fixed, health, property and casualty, and commercial insurance. Additionally, he serves as a notary public. Cetera Investment Advisers LLC operates as a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services with over $256 billion in assets under management.

Constantinos Yianas is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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. The firm supports its network of over 22,800 advisors with diverse investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Robert Lorenz is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, J.P. Morgan Securities, Chase Investment Services, Cetera, Fifth Third Securities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Mario Garcia is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His background includes service in the U.S. Marine Corps and roles at Honda of Ocala and PRUCO Securities, LLC. Outside of finance, he works as a gaming and gambling technician with HyperActive Gaming. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset management access, and insurance product facilitation.

Lyndon Lapasaran is a financial advisor with Mass Mutual Investors Services in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and also has experience with MassMutual Life Insurance Company dating back to 2009. Outside of his advisory role, Lyndon works as a licensed real estate broker assisting buyers and sellers with real estate transactions. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Jason Hersh is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Cetera and CETERA Financial Specialists LLC for over a decade. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs planning.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Anna Maria Fosteras is a CFP® and holds a Series 66 license with Morgan Stanley, where she has worked since 2013, including 11 years at Morgan Stanley Private Bank, N.A. She has 13 years of experience in the financial industry. In addition to her advisory role, she is involved in publishing through self-publishing and authorship activities outside of her financial career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning and utilizes firm-approved tools and market simulations in its planning process.

Jason Eden is a financial advisor with Thrivent Investment Management in Addison, IL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and combines planning with managed-account programs, delivering ongoing or one-time planning relationships without discretionary trading authority.

James Davids is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. from 2000 to 2019. He is also a partner in Dorion-Gray Financial Services Inc., a business entity for tax and investment purposes. 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 financial planning and investment services, utilizing both proprietary research and third-party strategies across various platforms.

Chad Bauer is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for over two decades at Hear Here Inc, a company specializing in hearing and audiology services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Bryan Holstrom is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Covenant Financial, and Paragon Advisors. Outside of his advisory role, Holstrom serves as a board member for Mid-America Reformed Seminary and as a trustee for Grace Orthodox Presbyterian Church, where he also volunteers as a financial planner for ministers. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

Anila Buja is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. She has held roles at RBC Capital Markets since 2023 and has previous experience at Domino Amjet Inc and Lake Forest College, among other positions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

Christopher Russo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that address clients' individual goals and adapt to evolving market conditions. Christopher offers expertise in areas including college education planning, legacy planning, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Christopher holds a Bachelor's Degree from DePaul University and maintains the Personal Investment Advisor (PIA) designation. He is engaged in community volunteer activities, reflecting Merrill’s tradition of local involvement. Outside of his professional work, Christopher has interests in baseball, basketball, chess, football, music, softball, and traveling.