John Adcock is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has previously worked at WCG Wealth Advisors, LLC and Massachusetts Mutual Life Insurance Co. Adcock is also involved with Treloar & Heisel, LLC, where he engages in the sale of fixed and non-variable insurance products. MAI Capital Management, LLC provides comprehensive investment management and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Alec Kozuch is a CFP® with eight years of industry experience currently affiliated with CWM, LLC in Naperville, IL. He has held roles at firms including KFA Partners, LLC and Cetera Wealth Services, LLC. Kozuch is also a part owner and financial professional at Twenty Two Wealth Management and KFA Partners, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supported by fundamental and technical analysis and various customization tools.

Matthew Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has five years of industry experience, including six years at US Bank prior to joining his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing strategies managed internally and by third-party managers.

Jacqueline Ibarra is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Andrew Reynolds is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Reynolds also serves as a trustee for a family irrevocable life insurance trust. 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, model portfolio programs, third-party asset management arrangements, and access to various brokerage and insurance products via its integrated platform.

Marie Knorr is a CFP® professional with 24 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Wayne Hummer Investments, LLC for four years. Outside of her advisory role, she is involved with Knorr Enterprises and operates a tax preparation and accounting service through Trupoint Tax Service. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Michelle Martin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Merrill, Bank of America, American United Life, OneAmerica Securities, and AXA-Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

John Abrams is a financial advisor with Wells Fargo Clearing, holding the ChFC® and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Joseph Book is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial, LPL Financial, Itasca Bank, and Money Concepts Capital Corp. Outside of his advisory role, he owns a disc jockey and musical entertainment business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to various investment platforms to manage portfolios on discretionary or non-discretionary bases.

Mark Karner is a CFP®-certified financial advisor with Edward Jones in Joliet, Illinois, where he has worked since 2002. He has 24 years of industry experience. He serves on the Board of Directors and chairs the Investment Committee at Joliet Catholic Academy and is also Vice President of the JCA Parent Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Terrence Porro is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 14 years. In addition to his advisory role, he sells traditional life insurance products and holds an ownership interest in a sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

Jose Gallego is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he is involved as a soccer referee for the Naperville Park District. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios that include a range of securities and alternative investments.

Eric Saunders is a financial advisor at Edward Jones in Aurora, Illinois, with 31 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 65 certifications. Outside of his advisory role, he owns and maintains a commercial property in Aurora. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Seth Wormley is a Series 66-licensed financial advisor with Edward Jones, based in Yorkville, IL. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he serves as a board member of the Association for Individual Development and an elected member of the Kendall County Board. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Tiffany Francis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase and its subsidiaries since 2016. Outside of her advisory role, she owns and operates a home décor business called The Home Embellisher. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence.

Luke Morris is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 11 years of industry experience. He has worked previously at Mission Wealth Management, Strategic Advisers, Inc., and Fidelity Investments. He is based in Joliet, Illinois. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized manager due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Manuel Ortiz is a financial advisor with LPL Financial in Plainfield, IL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at U.S. Bank, JPMorgan Chase Bank, and JP Morgan Securities. Outside of advisory work, he has been involved in a real estate business for over a decade. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing various model portfolios and research from multiple sources.

Timothy Caulfield is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Mesirow Financial, Inc. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products including mutual funds, ETFs, and fund-of-funds.

Simon Waz is a financial advisor with Ameriprise based in Warrenville, IL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in construction and has been involved with the HDS Eagles Soccer Academy since 2021. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement income planning that combines proprietary investment research and tools with personalized recommendations.

Laura Toms is a CFP®-designated financial advisor with 29 years of industry experience. She is currently with Wells Fargo Advisors, having joined in 2023, following prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory work, she holds ownership interests in Great Lakes Asset Management LLC and Elesty LLC, both investment-related businesses based in Naperville, IL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.