James Sorley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank and Dean Witter since 2000 and 1999, respectively. J.P. Morgan Securities LLC 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.

Delali Afenya is a Series 66–licensed financial advisor with seven years of industry experience, currently practicing at Equitable Advisors in Oak Brook, IL. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, LLC, Mike Fultz, and Elmhurst College. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Patrick Murray is a financial advisor with Ameriprise in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Ameriprise since 2018, with prior experience at Investment Professionals, Inc. and operating his own practice from 2014 to 2017. Outside of advising, he serves as a Program Manager for Republic Bank of Chicago’s Financial Services Program. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Theresa Calkins is a financial advisor with RBC Capital Markets in Oakbrook Terrace, IL, holding a Series 66 credential and three years of industry experience. Her work history includes roles at City National Bank and River West Meeting Associates, Inc. from 2012 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tracy Lepore is a financial advisor at Cetera with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Cetera since 2019, with prior roles at Foresters Advisory Services LLC and American Income Life. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored 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, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

John Gibson is a Senior Financial Advisor at Merrill Lynch Wealth Management and a Personal Investment Advisor (PIA) with Gibson & Associates. He focuses on delivering personalized wealth management strategies tailored to clients’ individual goals, encompassing family wealth management, legacy and retirement planning, socially responsible and ESG investing, and specialized areas such as LGBT and special needs planning. John holds a Master's degree in Applied Mathematics and a Bachelor's degree in Biochemistry and Applied Mathematics from Northern Illinois University. He applies his background in mathematics, including expertise in dynamical systems and machine learning, to portfolio construction. He is a member of the American Mathematical Society, the Society for Industrial and Applied Mathematics, and the Financial Planning Association. In addition to his professional work, John is actively involved in the community through volunteering with organizations such as PADS Chicago/Elgin. His personal interests include chess, cooking, hiking, music, reading, writing, and spending time with his family. John is also multilingual, speaking Japanese, English, and French.

Michael Baglio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with affiliated JPMorgan Chase entities since 2010. Outside of his advisory role, he is involved with Vacation Lab, a venture he joined in 2026. J.P. Morgan Securities LLC 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 in its investment recommendations.

Brian Dutro is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes 18 years with the federal government alongside a long tenure at Primerica, dating back to 1998. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating on a tiered wrap-fee structure.

Brent Bartell is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Thrivent entities since 2006, including roles at Thrivent Financial and its associated teams since 2014. Outside of his advisory work, he is employed part-time as a warehouse associate at an Amazon sortation center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of financial advisors. The firm offers holistic, goal-based financial planning separate from managed-account services, with written recommendations across a range of topics and periodic reviews, but does not provide discretionary portfolio management for institutional clients.

Kevin O'Hara is a financial advisor with Ameriprise in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he serves on the boards of Loaves & Fishes and Special Spaces, including a position as Board Chair for the latter. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

David Arquilla is a financial advisor with Wells Fargo Clearing in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jennifer Flood is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 1999. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Rzepka is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, following 19 years at Broker Dealer Financial Services Corp. Additionally, he serves as president of Comprehensive Financial Management, LLC, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.

Kenneth Peterson is a financial advisor with Cetera in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera and its related entities since 1999 and is the owner of a CPA service as well as a board member of a local bank. His other business activities include serving as treasurer and stockholder of a computer consulting company and receiving referral commissions on health insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Susan Moser is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. She previously worked at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to advising, she operates Moser Tax Services LLC, providing tax preparation and accounting services. 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 advisory and brokerage services using model portfolios, third-party subadvisors, and customized strategies, supported by advanced research tools and a broad range of financial products.

Sharon Kracke is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Merrill since 1998. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

J Terence Gallagher is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera. He has worked at Cetera and its related entities since 1987 and holds roles at both Cornerstone Advisers, LLC and 1st Advantage Financial Advisers, LLC. Gallagher serves on the Board of Advisors for Catholic Charities of Chicago. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporations, and charitable clients. The firm operates a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets across approximately 10,000 advisors and 800,000 clients.

Guillermo Delfin Jr. is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and AIG American General Life Insurance Company. Delfin serves as a board member of the Philadelphia Senior Golfers of America. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm provides brokerage and investment advisory services through a network of advisers, utilizing asset-allocation tools, risk assessment, and third-party money managers to offer a range of portfolio management options.

Patrick Jarzembowski Jr. is a financial advisor with LPL Financial in Frankfort, Illinois, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked at J.P. Morgan Securities for seven years and Chase Investment Services Corporation for two years. He maintains a private business entity for tax and investment purposes unrelated to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services delivered through a large network of investment adviser representatives, offering customizable investment strategies and access to both in-house and third-party resources.

Jenine Mehr is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She previously worked at Morgan Stanley from 1998 to 2012 before joining Ameriprise, where she has been since 2012. Outside of her advisory work, she is an independent distributor for doTERRA. 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 focused on dependable income sources and tax-aware withdrawal strategies.