Ryan Fuell is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Fifth Third Bank, Home Depot, the University of Iowa, and Joanie's Pizzeria of Long Grove. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individual, charitable, corporate, and institutional clients. The firm combines multiple managed-account options with unique features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

John Reakes is a CFP® professional with 19 years of experience in the financial services industry. He currently works at &PARTNERS and has held previous roles at Old National Bank, LPL Financial, First Midwest Bank, J.P. Morgan Securities, and Uvest Financial Services Group. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting, using a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

John Mcchesney is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Churchill Management Group, Charles Schwab, TD Ameritrade, Zacks Investment Management, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mark De Merritt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Hornor Townsend And Kent, Inc. since 2005. Outside of advisory services, he is also involved in life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets and offering both discretionary and non-discretionary account options.

Brian Reilly is a financial advisor with Benjamin F. Edwards & Company, Inc. in Woodstock, Illinois. He holds a Series 63 designation and has 56 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a trustee for his deceased father-in-law, dedicating time to managing related investments. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management, utilizing both proprietary strategies and third-party models.

Jeanette Murray is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 registrations and has 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party models.

Matthew Palmere is a financial advisor with Fifth Third Securities, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Fidelity Investments, TD Ameritrade, Bank of America, Merrill, and AT&T. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Judith Noffke is a financial advisor at Lincoln Investment with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at J.P. Morgan Securities, Northwestern Mutual Investment Services, Cadaret Grant & Co., and Thrivent Investment Management. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

Alexander Summers is a Series 66 licensed financial advisor with four years of industry experience, currently with Fidelity Investments. Before joining Fidelity, he worked at Ben Moore Legacy Group, Merrill, Bank of America, and Bankers Life and Casualty. Outside of finance, he is a partner in Tim's Removal & Restoration LLC, organizing contractor labor for home improvement projects related to his family business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, with a focus on systematic methodologies and long-term asset allocation.

August Negele is a financial advisor with Thrivent Investment Management in Grayslake, IL, holding a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he worked in real estate as a data analyst and agent with Keller Williams and other brokerages. He continues to provide real estate data analysis on a contract basis alongside his financial advisory role. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm provides written recommendations across various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Garrett Koncan is a financial advisor with Ameriprise in Grayslake, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved in community organizations including the Rotary Club of Gurnee and the Gurnee Chamber of Commerce. Ameriprise is an institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven and algorithm-supported planning tools to deliver customized retirement income recommendations.

Lawrence Grzybek is a financial advisor with Edward Jones in Crystal Lake, Illinois, holding the CFP®, ChFC®, and Series 66 designations. He has 20 years of industry experience, all with Edward Jones since 2006. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Lammers is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Sean Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Fifth Third Securities and Fifth Third Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Omar Banna is a financial advisor with Edward Jones in Mundelein, IL, holding a Series 66 designation and two years of industry experience. He previously worked at Mayster & Chaimson, Ltd. for six years before joining Edward Jones. Outside of his advisory role, he assists with managing his wife’s rental condominium by collecting rent and handling repairs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Abraham Chidalek is a CFP® with 19 years of experience in financial services. He is currently with Cetera and has held prior roles at Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he serves on the finance committee of St. James Parish in Arlington Heights, providing financial consultation to the pastor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, and charitable clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michele Klemm is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 65 and Series 63 designations and has been with Ameriprise and its affiliate since 2012. 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 advice focused on retirement income planning, utilizing research, third-party data, and algorithmic tools.

Kenneth Pawula is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2016, following roles at StoneX Advisors Inc. and Wrp Investments, Inc. He is also the owner of Pawula Financial Group, where he provides financial advice to individuals, families, and small companies and offers life and health insurance products. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plans, charities, and corporate entities, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing strategies.

Michael Di Bari is a Series 66-licensed advisor with Merrill in Crystal Lake, IL. He joined Merrill and Bank of America in 2026 and has prior work experience spanning various industries including hospitality and education. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Gutierrez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at various J.P. Morgan entities since 2009, including J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach emphasizes non‑discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screening and qualitative research.