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.

Michael Howlett is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2021, he worked at Fidelity Brokerage Services and JPMorgan Securities in various roles from 2007 to 2021. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate automated and tailored recommendations, primarily for clients with assets managed through Ameriprise accounts.

Brian Hughes is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated, Cetera Wealth Services, and TalentLink Solutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment services through its broad platform.

Dray Henderson is a financial advisor with LPL Financial, holding Series 63 and 66 registrations and bringing 26 years of industry experience. Prior to joining LPL in 2026, he spent 14 years at J.P. Morgan Securities and 24 years with JPMorgan Chase Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Marilyn Seagraves is a CFP®-certified financial advisor with 46 years of industry experience, currently affiliated with LPL Financial since 2021. Her career includes long-term roles at Waddell & Reed, INC. and the operation of Seagraves Financial Group, LLC. She has also been involved in farming for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and third-party asset management.

Kathrine Wunderli Bastian is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity in various capacities from 2007 to 2024 before joining J.P. Morgan Securities. J.P. Morgan Securities 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 recommendations.

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.

Michael Sharples is a CFP® with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. Prior to joining LPL, he worked at Edward Jones for four years. He also operates a business entity, MKS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

Marieta Borzym is a CFP® professional with 12 years of experience at Edward Jones, where she has worked since 2014. She is based in Elmhurst, Illinois. Outside of her advisory role, she serves as a committee member reviewing financial statements for St. Peter's UCC in Elmhurst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jose Munoz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America N.A., Enterprise Holdings, Calabrese & Sons Inc, Valle Security, Northern Illinois University, and Triton Community College. 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 strategies supported by internal and third-party investment teams for a range of clients including individuals, high-net-worth clients, and organizations.

Omar Martinez Ortiz is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes seven years at Guardian Industries and ongoing roles at Merrill and Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutions, with portfolio implementation tailored by strategy and client preferences.

Robert Burns is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Fatigati is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside finance, she has experience working in animal-related businesses such as Hill Chester Animal Hospital and The Dog District. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and research tools.

Scott Selfa is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, with prior experience at LPL Financial and Influential. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Raymond Kalwajtys is a CFP® professional at Edward Jones with 12 years of industry experience, all spent at the firm since 2014. He serves clients from River Forest, IL. Outside of his advisory role, he is the manager of two family-owned industrial rental property LLCs in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Caden Blazing is a financial advisor with Thrivent Investment Management in Downers Grove, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Chungdahm Academy and the Mayo Clinic. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas. The firm combines goal-based analyses with managed-account options while maintaining planning and portfolio management as separate services.

David Koldras is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as co-trustee for his deceased mother’s trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Michel is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his parents. 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 supported by research from Wells Fargo Investment Institute and third-party databases.