Jon Clare is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 25 years. In addition to his advisory role, he is involved in the sale and service of disability insurance, fixed and indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios with various investment types, managing accounts on both discretionary and non-discretionary bases.

Samantha Mc Guire is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and has been with JPMorgan Chase Bank since 2017. Prior to that, she was with US Bank from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anthony Mariani is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he operates an outside insurance brokerage through INFINITY STRATEGIC PARTNERS, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing various third-party advisory models and providing ERISA fiduciary services through credentialed representatives.

Victor Giordano is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2018, with prior experience at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a comprehensive alternative investments program.

Michael Bruce is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He is based in Barrington, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Annette Kaszubski is a financial advisor with UBS Financial Services in Northbrook, IL, holding Series 63 and Series 66 designations and nine years of industry experience. Her prior work includes roles at LPL Financial and TD Ameritrade. She is also involved with Itasca Bank & Trust Co. in an investment-related capacity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolios. The firm operates with capabilities in institutional trading, wealth management, and affiliated banking services.

Andrew Stevenson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations.

Paul Turner is a financial advisor with LPL Financial and holds a Series 63 designation. He has 42 years of industry experience and has been with LPL since 2018. In addition to his advisory work, he has operated a legal practice as an attorney since 1984. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Nourbash is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2006, including ten years at JPMorgan Chase Bank, N.A., and four years at Banc One Securities Corporation prior to that. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Kevin Forman is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. 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 including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support client strategies.

Nathan Young is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2018, following three years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James Simmons is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for seven years with the Village of Northbrook Police Department. He is involved in community activities, serving as Poppy Chairman and a trustee for Veterans of Foreign Wars Post 1337, and participating on the finance committee at Mary, Seat of Wisdom school. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Earl Silver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior work includes eight years at UBS Financial Services, Inc. Silver is also CEO of EIS Enterprises, Inc. and a partner in Lighthouse Racing, LLC, a business in which he holds a passive interest. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Judith Crampton is a CFP® with 36 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. She also operates Crampton Associates, a financial planning practice she has managed since 1980, which includes estate settlement work. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment strategies through various platform arrangements and maintains proprietary as well as third-party model strategies.

David Strutzel is a CFP®-designated financial advisor with 36 years of industry experience. He currently works at Cetera and owns Strutzel Family Wealth Management. Prior to Cetera, he worked at Raymond James & Associates and A.G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a substitute church organist and choir director at St Peter Damian Church. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program options and third-party managers.

Steven Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He also serves as co-trustee for his parents' family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and offers a mix of proprietary and third-party investment solutions.

Valerie Erfort is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages rental property as a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Denise Abog is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has been with PFSI Investments Inc. since 2018 and Primerica Financial Services since 2010. Prior to her financial career, she worked with The Nature Conservancy for one year. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors is a large institution serving primarily individual investors along with corporate and charitable clients. The firm provides a wrap-fee asset management program that relies on model portfolios created by unaffiliated asset managers, including strategies utilizing exchange-traded funds that invest in cryptocurrency.

Daniel Nickow is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mesirow Financial, Inc. for seven years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Silvio Morales III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America/Merrill Edge for nine years and had a brief role at Rooms4kids. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.