Devin Price is a financial advisor at Edward Jones in Elmhurst, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he served five years in the United States Army and worked at McMaster-Carr for two years. He is currently applying to volunteer as a Military Academy Liaison Officer, assisting students with West Point and ROTC applications. 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, supported by a large network of financial advisors and branch offices nationwide.

Stephen Williams is a CFP® professional at Thrivent Investment Management with 28 years of industry experience. His career includes positions at Harris Investor Services, Inc and Huntington Bank prior to joining Thrivent. He is based in Naperville, IL. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering these services either on a one-time or ongoing basis.

John Ciullo is a financial advisor with Ameriprise in Oakbrook Terrace, IL, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior experience working in various roles outside the financial industry, including positions at Indiana University and several food service businesses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach integrates proprietary investment research and third-party data within a structured advisory framework.

Thomas Mc Hugh is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at US Bancorp and Jpmorgan Chase Bank. Outside of his advisory role, he coaches girls varsity basketball at Crown Point Community Schools and has over a decade of experience coaching youth basketball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations that clients execute on a non-discretionary basis.

Timothy Wagenknecht is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at E*TRADE Capital Management LLC, Wealth Watch Advisors, LLC, and Fortified Financial Services, Inc. Outside of his advisory work, he is a partner in Patriot Property Partners, LLC, a company formed to hold and maintain property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios constructed from mutual funds, ETFs, and ETPs.

John Anderson is a financial advisor with Equitable Advisors in Oak Park, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as Vice Chairman on the Board of Directors for 100 Black Men of Chicago Inc., a youth mentoring group focused on economic empowerment initiatives. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Brandon Macias is a financial advisor with Edward Jones in Wheaton, IL, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2019 and previously was involved in hospitality management and a bread and wine business. Macias serves as a board member of DayOne Alliance, a nonprofit organization focused on compliance with its mission and ethical standards. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of asset segments. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Arthur Pizzello is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the CFP® designation and Series 66 license, with nine years of industry experience. Prior to joining Raymond James, he worked at First Trust Advisors L.P. and Invesco Distributors, Inc. He is a partner in Favia Group 2.0 Inc., a support company based in Villa Park, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical tools, and maintains unique affiliations in municipal advisory and SIMPLE IRA employer consulting services.

Jason Yang is a financial advisor with LPL Enterprise in Downers Grove, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities LLC, New York Life Insurance Co, MetLife Securities Inc, and BMO Harris. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Jeffrey Todd is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial, Inc. and Todd & Associates, Inc. He is also involved in insurance sales as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple managed account platforms, utilizing various tools and third-party solutions to manage a wide range of investment portfolios.

Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Brian Hughes is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated, Cetera Wealth Services, LLC, and TalentLink Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Dray Henderson is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2002 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Marilyn Seagraves is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include founding Seagraves Financial Group, LLC, and extensive experience with Waddell & Reed, Inc. She also managed a farming business for over two decades and briefly served with the Helen Plum Library Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Kathrine Wunderli Bastian is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity in various capacities from 2007 to 2024. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Zachary Benning is a Certified Financial Planner (CFP®) with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2022, following a 12-year tenure at Fifth Third Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and modeling techniques to support the planning process.

Kathleen Morton is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 41 years of industry experience. Her career includes roles at Norwex and Isagenix International, LLC, and she is a 50% owner and secretary of Morton Private Wealth Strategies, Inc. Morton also has a long-standing association with Melaleuca since 1993. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports wrap-fee advisory programs, and maintains specialized municipal and SIMPLE IRA advisory services.

Michael Sharples is a CFP®-certified financial advisor with 33 years of industry experience. He has been with LPL Financial since 2010, operating primarily out of Hinsdale, IL. He also manages a business entity, MKS Wealth Management, through a holding company structure. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Arthur Remiasz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and previously worked at JPMorgan Chase Bank, N.A. from 2012 to 2018. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lisbeth Guerrero Aguirre is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in multiple roles since 2019, as well as previous experience at Fifth Third Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.