Maria Abney is a financial advisor with Edward Jones in Crete, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Edward Jones since 2018 and previously worked at Farmland Fabrication Co, a small business specializing in steel welding, where she was co-owner and vice president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Brad Terry 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 worked at firms including Bank of America, Prudential Insurance, and Chubb. His current role is based in Frankfort, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Lori Derby is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 13 years of industry experience. She has worked with Cetera and affiliated firms since 2019 and previously with Opus Wealth Partners, LPL Financial, and Megent Financial. Outside of advising, she serves as an executive manager at Megent Financial and is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a multi-manager platform with a range of investment program structures and access to third-party and affiliated managers.

Brian Sims is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Central Credit Union of Illinois since 2007 and CUNA Brokerage Services, Inc. from 2007 to 2022. He also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Maricel Betz is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Her prior experience includes roles at Bank of America Merrill Lynch, Country Financial, TD Ameritrade, Invest Financial Corporation, and Ameriprise. She is based in Orland Park, Illinois. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with notable activities including its registration as a commodity pool operator and use of AI-driven methodologies.

Richard Callaghan is a financial advisor with J.P. Morgan Securities in Orland Park, IL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative due diligence and includes capabilities in derivatives and commodities.

Christina Suchorabski is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. She has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Paul Muehlnickel is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He is based in Orland Park, Illinois. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Marc Rutkowski is a financial advisor with OSAIC in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously spent 19 years with Woodbury Financial Services before joining OSAIC in 2024. Rutkowski operates a DBA under the name The Lineage Group. OSAIC Wealth serves a diverse client base, including retail, institutional, high-net-worth individuals, and retirement plan participants. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex network of affiliated broker-dealer, asset management, and insurance entities.

Anthony Markett is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Outside of finance, he is involved in personal training through a small private business called Spine Science. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Ghaniyya Lutfi is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Primerica Financial Services since 2008 and previously spent 25 years with Chicago Public Schools. Outside of advisory services, she is involved in the sale of home security and automation products as part of a referral arrangement with Primerica affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Todd Gilleylen is a financial advisor with LPL Financial in Tinley Park, IL, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, having previously worked at Harris Investor Services Inc., Harrisdirect LLC, and PRUCO Securities, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Brendan Day is a financial advisor at Cetera with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Megent Financial and Classic Touch Paint Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving 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, with investment options including model portfolios, third-party managers, and customized strategies.

Bradley Grcevic is a CFP® professional with 30 years of experience at Edward Jones, where he has worked since 1995. He serves as a board member of the Lemont Police Pension Board, overseeing pension activities and monitoring its investment accounts. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erica Kowalczyk is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edward Jones for four years. Her background also includes roles outside finance, such as positions in hospitality. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 multi-manager platform with access to affiliated and third-party managers.

Patrick Rodgers is a financial advisor with Ameriprise in Frankfort, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Bank. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jack Duffner is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His work history includes roles at Woodbury Financial Services, Guggenheim Partners Investment Management, and the Federal Reserve Bank of Chicago. He is also involved with Duffner Financial Group, which operates as a separate business entity. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by technology and a variety of managed account strategies.

Andrew Koleno is a financial advisor with LPL Financial in Orland Park, IL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at J.P. Morgan Securities for 11 years and Chase Investment Services Corp. for one year. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julie Henry is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her work history includes roles at Raymond James Financial Services, Inc. since 2003, BYFNLO Financial, and Apex3. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized municipal and public finance advisory capabilities.

Ryan Brendel is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he was involved with MedPro Waste Disposal LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.