Brian Eatherton is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. Services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

Jennifer Wilcoxen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Exemplar Financial Network. Outside of her advisory role, she is a branch manager for Tartan Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Susan Marks is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and seven years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020 and was previously employed at Stifel, Nicolaus Inc. from 2018 to 2020. 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 and investment management capabilities.

Jeff Fjeldheim is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 66 designation and previously operated Fjeldheim Financial Group for 15 years and worked with Raymond James Financial Services for 17 years. Fjeldheim maintains ownership of Fjeldheim Financial Group, LLC, primarily to manage the wind-down of his prior independent advisory business. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet specific asset criteria, delivering written recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with advisory and brokerage solutions through affiliated entities.

Esther Rades is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Bohannon Financial, PFS Investments Inc., and Primerica Financial Services. In addition to advisory work, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies and discretionary separately managed accounts.

Ann Jenkins is a financial advisor at Ameriprise with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following a 20-year tenure at Fidelity Brokerage Services. Outside of her advisory role, she has a long-standing position with Petsmart. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kimaron Gardner is a financial advisor with Stifel in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Stifel since 2007 and concurrently serves as a shareholder, officer, and director at Gardner Building & Development Inc., a land ownership and development business he has been involved with since 1990. Gardner is also a board member and secretary of The Grove at Wynstone Homeowners' Association. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

Michal Walaszek is a financial advisor with J.P. Morgan Securities in Des Plaines, IL, holding Series 66 and Series 63 licenses and six years of industry experience. His prior work includes roles at Northwestern Mutual Investment Management and JPMorgan Chase Bank, N.A. Walaszek also spent two years working in the construction industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.

Larry Ekstrom is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. Outside of his advisory role, he serves on the advisory board of the Swedish American Museum and participates on the board and finance committee of the Barrington Area Conservation Trust. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research.

Jared Simon is a financial advisor with Cetera in Arlington Heights, IL, holding Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with Cetera and Cetera Financial Specialists LLC since 2004. Jared is also the owner and manager of RJ Simon, LLC, a certified public accounting firm providing tax and accounting services to individuals and businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Steve Apostolopoulos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and spent seven years at Wells Fargo Advisors LLC prior to that. He has also been involved with Commar since 1982. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Kernahan is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, U.S. Bancorp Investments, and Raymond James Financial Services. Kernahan is currently based in Rosemont, Illinois. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform with research, model portfolios, and third-party strategists.

Stephanie Fuller is a financial advisor with LPL Financial in Itasca, Illinois, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2009 and also operates Trapp Financial, LLC. Her other activities include serving as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios and research sources to support both discretionary and non-discretionary management.

Robert Lipinski is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and previously worked at Stifel and B.C. Ziegler and Company before joining Edward Jones. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Scott Holzer is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2012. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning services, utilizing structured discovery conversations and firm-approved planning tools.

John Pekar is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Primerica since 2013. Outside of advisory work, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors is a large-scale sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services using model-driven strategies managed by unaffiliated asset managers and provides trade execution and custody through established financial institutions.

Douglas Zweig is a CFP® professional with 18 years of experience in the financial services industry. He currently works at LPL Financial and has held prior roles at Securities America Advisors Inc., Securities America, Inc., and Allianz Life Financial Services, LLC. Zweig is also associated with a non-investment business entity, DDZ HOLDINGS LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies to support both discretionary and non-discretionary management.

Robin Drost is a financial advisor with LPL Financial in Palatine, IL, holding a Series 66 designation and six years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Kenneth Munao is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of Daddy's Dip Racing Stable. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate firm-approved tools and strategies tailored to client needs.

Oscar Villalva is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to develop personalized financial strategies that address education planning, family wealth management, personal retirement planning, and retirement income. He provides guidance on various financial matters including investing, retirement planning, and saving for unexpected events, and also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Oscar holds a Bachelor's Degree from Escuela Bancaria y Comercial and is a Personal Investment Advisor (PIA). He is fluent in both English and Spanish, enabling him to serve a diverse client base. Outside of his professional work, Oscar enjoys playing soccer and tennis, and spending time with his family.