Richard Jadron is a financial advisor at Thrivent Investment Management in Downers Grove, IL. He holds a Series 66 designation and began his career in the financial services industry in 2026. His prior work experience includes positions at several financial institutions, including Chase Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics, with options to combine planning services with managed accounts under a consolidated billing arrangement.

Logan Simios is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and Megent Financial. Outside of his advisory role, he owns and manages J. Krug & Associates, a risk assurance and insurance sales business, and serves as treasurer for the Greater Wheeling Area Chamber of Commerce & Industry. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios with various program structures and custodial arrangements.

Thomas Duffner is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Before joining OSAIC in 2024, he spent 18 years at Woodbury Financial Services. Duffner is also the owner of Health Benefits Consultants, Inc., which provides group health insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of investment advisory and brokerage services through a large network of affiliated advisers and multiple advisory platforms.

Seena Sartho is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at several firms including Cetera and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Mary Jo Ardizzone is a financial advisor at Edward Jones with 19 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

James Brigham is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in a real estate business based in Rolling Meadows, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Don Barnes is a financial advisor with Cetera in Burr Ridge, IL, holding CFP® and Series 63 credentials and 38 years of industry experience. He also owns Don W. Barnes, CPA PC, a tax preparation and accounting business. Barnes has worked with Cetera and its affiliated entities since 1988 and founded Cornerstone Advisers, LLC in 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, charitable, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating as a multi-manager platform with diverse program options and more than $256 billion in assets under management.

Michael Molyneaux is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Cetera since 2019 and spent 22 years at Foresters Financial Services prior to that. He serves as co-trustee on his father's irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services with multiple program structures and access to affiliated and third-party managers.

James Ferguson is a financial advisor with Morgan Stanley in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Ferguson also maintains an estate investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Vanessa Aldape is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her work history includes roles at Megent Financial, LPL Financial, and Metlife Securities. Outside of advising, she serves as a licensed assistant for Megent Financial, assisting advisors with paperwork and trade processing. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, enabling advisors to implement various model portfolios and customized strategies across multiple program structures.

Robert Mclane is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2017. His prior roles include positions at Bank of America and Merrill. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Tumea is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera, he worked at NOW Health Group, Inc. for six years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party managers.

Bryce Martin is a Financial Consultant at Fidelity Investments, where he has been serving since 2015. He has over 12 years of experience in the financial services industry, having previously worked as a Financial Advisor at The Heartland Group from 2013 to 2015, Edward Jones from 2011 to 2013, and as a Financial Representative at TD Waterhouse from 2000 to 2001. Bryce specializes in wealth planning and assisting clients in developing, implementing, and maintaining customized financial plans. He is dedicated to helping his clients and their families pursue their financial goals and maintain confidence regardless of market conditions. Bryce values Fidelity's brand of dedication and integrity, which align with his own professional principles. Outside of his professional work, Bryce enjoys art, family activities, golf, movies, music, and skiing.

Miguel Carrillo is a Financial Solutions Advisor at Merrill, specializing in wealth management services. In his role, he works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short-, mid-, and long-term goals. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for comprehensive banking, credit, home financing, and small business solutions. Miguel holds a Bachelor's degree from DePaul University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is bilingual, communicating effectively in both English and Spanish, which supports his commitment to connecting with a diverse client base. Miguel’s approach centers on ongoing dialogue and personalized guidance, adapting financial strategies to meet evolving client needs.

Richard Reilley is a financial advisor with Edward Jones in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Jackson Degiorgio is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His work history includes roles at Morgan Stanley Private Bank and US Bank, as well as earlier positions outside the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad suite of investment products and services.

Alex Van Steenhuyse is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and one year of industry experience. His background includes roles at Haverkamp Properties, GreenState Credit Union, CA Ventures, and Under Armour, as well as academic experience at the University of Iowa's Tippie College of Business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christina Sievers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at J.P. Morgan Securities since 2016 in various capacities and serves as a Township Trustee for Homer Township. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence in its investment approach.

Robby McClure is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has previously worked at Wells Fargo Advisors LLC, UBS Financial Services, and Morgan Stanley DW Inc. Outside of financial advising, he owns and operates a closeout merchandise resale business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutional entities. The firm combines research and analytics with a broad range of brokerage and advisory solutions to serve its clients.

Isael Luna is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Merrill Edge, and Year Up. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.