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 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Broker Dealer Financial Services Corp. He is also president of Comprehensive Financial Management, LLC, an independent insurance agency based in Naperville, IL. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

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 having 22 years of industry experience. Her prior roles include positions at Herbst Financial Services and Herbst Financial Advisors, Inc. In addition to her advisory work, she provides federal and state income tax preparation as a CPA through her own tax services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and institutional platforms, supported by advisor-facing technology and a broad array of non-advisory financial services.

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 with OSAIC in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at OSAIC since 2023 and has prior experience with Sagepoint Financial, AIG American General Life Insurance Company, and Chicago Investment Advisory Council. He serves as a board member of the Philippine Senior Golfers of America. OSAIC Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and offers access to alternative investments through third-party platforms.

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.

Patrick Sullivan is a financial advisor with Mass Mutual Investors Services in Lisle, IL, holding a Series 63 designation and over 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1984 and has been associated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is also active as a broker in health insurance through S.P. Services, Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, emphasizing collaborative, goal-based planning supported by firm-approved analytical tools.

Ravi Lakhani is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2008. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Gonzalo Villasenor is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018. Outside of his advisory role, he is involved as a musician, performing at various events including private gatherings and local venues. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Wendy Smith-Fleming is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to develop and implement personalized wealth strategies aimed at growth, preservation, and transfer of wealth. She provides ongoing monitoring and updates to these plans while emphasizing service grounded in experience, integrity, trust, and compassion. Her career at Fidelity Investments spans over three decades, beginning in 1991 as a Customer Service Representative. She advanced through multiple roles including Senior Customer Service Representative, Investments Representative, Relationship Manager, Senior Relationship Manager in the Private Client Group, and currently serves as a Wealth Management Planning Consultant since 2018. Prior to joining Fidelity, she held various positions at Mesirow Financial, Inc. from 1987 to 1990 and Midwest Securities Trust Company from 1985 to 1987.

Louis Sanfilippo is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018, following six years at The Financial Resource Network. Mass Mutual Investors Services 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, structuring engagements as annual collaborative relationships using firm-approved software to analyze client goals.

Mary Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Anderson holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

Kevin Frank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for sixteen years at Valley Honda and had a brief tenure at Advantage Acura of Naperville. He is based in Naperville, IL. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jackson Glisson is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Paychex, Inc., Arrive Logistics, and United Healthcare. Equitable Advisors serves a diverse 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.