Rosario Petrizzo is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 44 years of industry experience. He worked at RBC Capital Markets from 2008 to 2017 before joining Stifel Nicolaus & Co Inc, where he has been since 2017. Petrizzo serves as Vice President of the Disabled Patriot Fund, a nonprofit organization assisting local U.S. veterans and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Lacey is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Signature Resources Capital Management, Guardian Life Insurance Company, and Park Avenue Securities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and structured annual planning engagements.

Kevin Sullivan is a financial advisor at Cetera with 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Wintrust Investments. He holds Series 63 and Series 66 licenses. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and a range of program platforms, managing over $256 billion in assets with more than 10,000 advisors.

William Omalley Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of his advisory work, he serves as Secretary of the Endowment Committee for Good Shepherd Church in Downers Grove, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Patricia Marusarz is a CFP® with 40 years of industry experience, currently advising at LPL Financial since 2021. Her background includes extensive work at Waddell & Reed, Inc. and various insurance carriers, as well as managing her own business ventures. She is also involved in fiduciary roles as a trustee for family trusts and provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Gina Messina is a financial advisor with J.P. Morgan Securities in Homer Glen, Illinois, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her career includes positions at Merrill Lynch for over two decades, First Republic Investment Management, and JP Morgan Chase Bank. Outside of her advisory role, she assists with paperwork and client communications at Vista Realty Group, a real estate company, on weekends. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers its services through a select group of Wealth Advisors on a non-discretionary basis, combining ESG frameworks with a broad range of approved funds and strategies.

James Weissman is a financial advisor at Cetera with 38 years of industry experience. His career includes long-term roles at Avantax Investment Services and Avantax Advisory Services, as well as involvement with Butterscotch Foxx LLC. Outside of advising, he is a Reiki Master-Teacher and participates in photography through his minority ownership in a small media business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of investment management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Anthony Harris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been associated with Cetera since 2013 and owns The Harris Group, LLC, a financial services business that provides investment advisory services and offers fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, supported by a large network of advisors and substantial assets under management.

Timothy Leonchik is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America, Pruco Securities, Principal Securities, and Principal Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Mark Ramseth is a financial advisor at Morgan Stanley with 12 years of industry experience. His prior roles include positions at Charles Schwab, Fifth Third Securities, and Uber. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and modeling techniques.

Marian Makri is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Marian served as an Investment Consultant at Fidelity Investments from 2022 to 2024, a Financial Solutions Advisor at Merrill Lynch from 2020 to 2022, and a Relationship Manager at Bank of America from 2018 to 2020. Marian's professional focus involves helping clients make well-informed investment decisions tailored to their specific needs. Employing a holistic approach, Marian listens to client concerns and provides comprehensive information on potential investments, including benefits and risks, to develop investment strategies suitable for different life stages, such as before and after retirement. Outside of work, Marian's interests include cooking and baking, family activities, fitness, parenthood, pets, and traveling.

Ajit Gandhi is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include senior market sales and the sale of non-variable insurance products related to Medicare Supplement and fixed insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Kevin Ehlers is a ChFC® credentialed financial advisor with Ameriprise in Downers Grove, IL, bringing 34 years of industry experience. He has been with Ameriprise and its predecessor entities since 1991. Outside of advisory work, Ehlers serves as vice president on the board of a homeowners association and is involved in independent insurance brokering and tax preparation services. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jessie Barrett is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2023. Prior to this, Barrett held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2023. Outside of advising, Barrett is a board member of the Goodfellows Group Partnership, a local philanthropy organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Denis Conlon is a CFP® professional with 25 years of experience in financial advisory. He is currently with LPL Financial and has held prior roles at firms including Securities America Advisors, Inc. and Retirement Plan Advisors, LLC. Outside of advisory work, he is an Enrolled Agent who prepares basic tax returns for select clients and family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and diverse investment strategies through a large network of investment adviser representatives.

Michael Breslin is a financial advisor with Cetera in Hickory Hills, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Cetera since 2018 and previously spent over two decades at INVEST Financial Corp. Breslin is also affiliated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Patrick Calhan is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including WealthWave and Transamerica Financial Advisors. Outside of his advisory role, he serves as a Certified Financial Educator at the Heartland Institute of Financial Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Steve Schroeder is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative and Financial Consultant. Prior to his current role, he served as Senior Financial Consultant at TD Ameritrade from 2018 to 2020. As a Certified Financial Planner (CFP®), Steve partners with individuals and families to develop and implement financial plans and strategies. He focuses on providing support and resources to help clients navigate diverse markets and achieve their goals related to building, preserving, and distributing wealth. Steve lives in the suburbs with his wife and two young boys. He spends his free time coaching youth sports.

Michael Minnis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 38 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities LLC. Minnis also serves as a trustee and power of attorney for several family trusts. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Joseph Zdybel is a financial advisor at Fidelity with Series 63 and 66 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Outside of finance, he has experience in hospitality and publishing-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator, advises registered investment companies, and employs AI and systematic methods in its investment process.